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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 %
IJWM
1301
Inman Jager Wealth Management
Mississippi
$605K +$605K +6,246 New
CCB
1302
Country Club Bank
Missouri
$603K +$30.4K +313 +5%
FFG
1303
Fiduciary Financial Group
California
$601K +$206K +2,144 +52%
CA
1304
Calton & Associates
Florida
$601K -$22.8K -235 -4%
VFP
1305
Vested Financial Planning
California
$601K +$601K +6,205 New
GA
1306
GFS Advisors
Texas
$601K – – –
SFS
1307
Summit Financial Strategies
Ohio
$599K +$11.9K +123 +2%
Vontobel Holding
1308
Vontobel Holding
Switzerland
$594K +$594K +6,129 New
T
1309
TrueFG
Texas
$593K +$40.1K +414 +7%
PPA
1310
Pacific Point Advisors
California
$593K +$593K +6,088 New
PS
1311
Planned Solutions
California
$591K -$7.36K -76 -1%
BL
1312
BFSG LLC
California
$589K +$72.5K +748 +14%
BCP
1313
Berkeley Capital Partners
Georgia
$589K +$7.37K +76 +1%
OFS
1314
OneAscent Financial Services
Alabama
$587K +$587K +6,061 New
AT
1315
American Trust
Kentucky
$585K +$585K +6,041 New
QP
1316
Quartz Partners
New York
$583K +$67.4K +696 +13%
SEIA
1317
Signature Estate & Investment Advisors
California
$581K -$310K -3,203 -35%
AFA
1318
Alpha Financial Advisors
North Carolina
$579K +$16.2K +167 +3%
CCM
1319
Crabel Capital Management
California
$571K -$7.46M -76,990 -93%
NFA
1320
Northwest Financial Advisors
Virginia
$569K +$390K +4,025 +218%
ICM
1321
IMS Capital Management
Oregon
$568K – – –
LF
1322
Lee Financial
Texas
$564K +$208K +2,150 +59%
CA
1323
CoreCap Advisors
Michigan
$563K -$24.2K -250 -4%
PP
1324
PrairieView Partners
Minnesota
$562K +$244K +2,516 +77%
LNB
1325
Ledyard National Bank
$561K -$38.3K -395 -6%
51 52
53
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