AGG icon

iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,914 hedge funds and large institutions have $108B invested in iShares Core US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 882 increasing their positions, 573 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,914
Holders Change
+132
Holders Change %
+7.41%
% of All Funds
25.48%
Holding in Top 10
358
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.13%
% of All Funds
4.77%
New
288
Increased
882
Reduced
573
Closed
117
Calls
$11.8M
Puts
$19.2M
Net Calls
-$7.48M
Net Calls Change
+$36.6M

Top Buyers

1
JHU
Johns Hopkins University
Maryland
+$1.37B
2
Ameriprise
Ameriprise
Minnesota
+$797M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$723M
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
+$506M
5
Morgan Stanley
Morgan Stanley
New York
+$431M

Top Sellers

1
BlackRock
BlackRock
New York
-$788M
2
Goldman Sachs
Goldman Sachs
New York
-$752M
3
USAA
United Services Automobile Association
Texas
-$598M
4
SOMRS
State of Michigan Retirement System
Michigan
-$419M
5
US Bancorp
US Bancorp
Minnesota
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFW
1226
Brady Family Wealth
Missouri
$772K -$255K -2,627 -25%
OGF
1227
Orin Green Financial
California
$765K -$777K -7,670 Closed
DPI
1228
Diversified Portfolios Inc
Michigan
$763K -$53.6K -553 -7%
GHA
1229
GW Henssler & Associates
Georgia
$756K – – –
FNC
1230
First National Corp
Massachusetts
$755K -$735K -7,580 -49%
FLPIM
1231
F.L. Putnam Investment Management
Massachusetts
$755K +$170K +1,757 +29%
WC
1232
Whitney & Co
New York
$748K -$64.9K -670 -8%
IAG
1233
Investment Advisory Group
Massachusetts
$747K -$97.4K -1,005 -12%
SP
1234
Successful Portfolios
Florida
$746K +$775 +8 +0.1%
WTC
1235
WhitTier Trust Company
Nevada
$738K -$1.51M -15,569 -67%
ACI
1236
Alpha Cubed Investments
California
$732K +$25.3K +261 +4%
SCA
1237
Stillwater Capital Advisors
Pennsylvania
$730K – – –
FFA
1238
Florida Financial Advisors
Florida
$729K +$64.5K +666 +10%
PCMC
1239
Private Capital Management (Colorado)
Colorado
$727K -$124K -1,278 -15%
GP
1240
Guardian Partners
Canada
$726K +$726K +7,524 New
SIS
1241
Strategic Investment Solutions
Illinois
$724K +$625K +6,367 +629%
RWA
1242
Redhawk Wealth Advisors
Minnesota
$721K +$18.5K +191 +3%
EFG
1243
Ethos Financial Group
Pennsylvania
$721K -$208K -2,143 -22%
BIP
1244
Blueprint Investment Partners
North Carolina
$718K -$107K -1,102 -13%
FCP
1245
Fidelis Capital Partners
Florida
$708K -$420K -4,323 -37%
SS
1246
Sunbelt Securities
Texas
$706K -$530K -5,460 -43%
TL
1247
Tradewinds LLC
North Carolina
$703K -$233K -2,400 -25%
PCA
1248
Pallas Capital Advisors
Massachusetts
$694K +$194 +2 +0%
C1AG
1249
Client 1st Advisory Group
Florida
$690K +$455K +4,691 +193%
TDWM
1250
Topel & Distasi Wealth Management
California
$688K – – –
48 49
50
51 52