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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 %
FH
1251
FWG Holdings
Florida
$685K +$2.72K +28 +0.4%
RPA
1252
Rock Point Advisors
Vermont
$685K +$685K +7,065 New
LIG
1253
Lokken Investment Group
Delaware
$681K +$17K +175 +3%
MW
1254
MBL Wealth
North Carolina
$678K -$104K -1,078 -13%
ACGA
1255
Atlanta Consulting Group Advisors
Georgia
$675K -$599K -6,184 -47%
CI
1256
CPR Investments
Michigan
$673K +$673K +6,944 New
SC
1257
SouthState Corp
Florida
$672K +$95.9K +990 +17%
WWA
1258
Wingate Wealth Advisors
Massachusetts
$669K +$669K +6,905 New
PC
1259
Prairiewood Capital
North Dakota
$669K +$96K +991 +17%
SC
1260
Summa Corp
Texas
$669K – – –
MCI
1261
MRP Capital Investments
Georgia
$668K -$16.5K -170 -2%
T
1262
Tidemark
California
$667K +$177K +1,823 +36%
JWBC
1263
John W. Brooker & Co
California
$665K -$242K -2,501 -27%
AAM
1264
Augustine Asset Management
Florida
$665K +$5.04K +52 +0.8%
SC
1265
Scratch Capital
Idaho
$663K +$663K +6,842 New
BRIA
1266
Balanced Rock Investment Advisors
Massachusetts
$657K +$26.2K +270 +4%
QWM
1267
Quadcap Wealth Management
Texas
$656K -$64.8K -669 -9%
HTC
1268
Haverford Trust Company
Pennsylvania
$655K -$44.1K -455 -6%
TCA
1269
Transcend Capital Advisors
New Jersey
$653K -$135K -1,398 -17%
HT
1270
Heritage Trust
Oklahoma
$653K +$653K +6,739 New
AWA
1271
Arkadios Wealth Advisors
Georgia
$652K -$419K -4,323 -39%
AP
1272
Americana Partners
Texas
$651K -$14.4K -149 -2%
AHL
1273
Abel Hall LLC
Louisiana
$648K -$8.14K -84 -1%
VWM
1274
Vigilare Wealth Management
Arizona
$647K -$403K -4,161 -38%
MA
1275
MCF Advisors
Kentucky
$647K +$1.84K +19 +0.3%
49 50
51
52 53