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 %
PPWP
1326
Premier Path Wealth Partners
New Jersey
$561K +$42K +433 +8%
FFWA
1327
FRG Family Wealth Advisors
Washington
$561K +$126K +1,300 +29%
WTFG
1328
Wood Tarver Financial Group
Idaho
$559K +$559K +5,775 New
BOSSRA
1329
B.O.S.S. Retirement Advisors
Utah
$558K +$558K +5,757 New
PP
1330
Postrock Partners
Oregon
$557K +$557K +5,744 New
AQR Capital Management
1331
AQR Capital Management
Connecticut
$557K +$72K +743 +15%
AA
1332
Armis Advisers
Georgia
$555K +$555K +5,731 New
WAM
1333
WNY Asset Management
New York
$554K -$84.2K -869 -13%
PG
1334
Proffitt & Goodson
Tennessee
$554K +$198K +2,041 +56%
MF
1335
Manuka Financial
Virginia
$553K +$553K +5,710 New
KFG
1336
Kingdom Financial Group
Arizona
$551K -$209K -2,152 -27%
WFA
1337
Wells Financial Advisors
Massachusetts
$550K +$28K +289 +5%
PIFP
1338
Partners in Financial Planning
Virginia
$549K +$216K +2,230 +65%
4WM
1339
49 Wealth Management
Texas
$548K +$548K +5,655 New
BC
1340
Burney Company
Virginia
$548K – – –
MWM
1341
Maripau Wealth Management
Indiana
$545K +$545K +5,629 New
HGA
1342
Hobbs Group Advisors
South Carolina
$545K +$5.91K +61 +1%
ATI
1343
ARK & TLK Investments
Oklahoma
$541K +$109K +1,125 +25%
KIM
1344
Kestra Investment Management
Texas
$540K +$540K +5,569 New
VCP
1345
Verus Capital Partners
Arizona
$538K +$8.53K +88 +2%
OWA
1346
Oak Wealth Advisors
Illinois
$535K +$535K +5,525 New
AAM
1347
Ameraudi Asset Management
New York
$535K – – –
BDFN
1348
Bond & Devick Financial Network
Minnesota
$531K – – –
FF
1349
Finley Financial
Nevada
$530K +$530K +5,485 New
AA
1350
Atmos Advisory
Pennsylvania
$530K +$530K +5,474 New
52 53
54
55 56