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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 %
PC
1351
Promus Capital
Illinois
$530K +$530K +5,468 New
PAM
1352
Palisade Asset Management
Minnesota
$528K -$28.2K -291 -5%
BFS
1353
BridgePort Financial Solutions
Iowa
$528K +$528K +5,345 New
BWP
1354
Bernardo Wealth Planning
Pennsylvania
$527K +$47.5K +495 +10%
FNB
1355
Farmers National Bank
Kentucky
$527K +$527K +5,434 New
RFA
1356
Resurgent Financial Advisors
Georgia
$525K -$532K -5,486 -50%
RFA
1357
RTD Financial Advisors
Pennsylvania
$524K +$67.9K +701 +15%
SWA
1358
Strategies Wealth Advisors
Michigan
$524K -$187K -1,914 -26%
LA
1359
Latitude Advisors
Florida
$523K -$271K -2,792 -34%
FWP
1360
FAS Wealth Partners
Kansas
$520K -$47.7K -492 -8%
SCA
1361
Stonebridge Capital Advisors
Minnesota
$519K +$121K +1,249 +30%
RA
1362
Rockingstone Advisors
Massachusetts
$518K +$518K +5,350 New
CF
1363
Centaurus Financial
California
$518K +$213K +2,195 +70%
PP
1364
Patron Partners
Texas
$516K +$196K +2,021 +61%
MWM
1365
Melfa Wealth Management
Massachusetts
$515K +$42.7K +441 +9%
DF
1366
Dunhill Financial
United Kingdom
$514K +$262K +2,706 +104%
MSCM
1367
McElhenny Sheffield Capital Management
Texas
$512K -$9.69K -100 -2%
EWA
1368
Etesian Wealth Advisors
Oregon
$511K – – –
NAS
1369
Nicolet Advisory Services
Wisconsin
$510K +$226K +2,356 +80%
GCA
1370
Gradient Capital Advisors
California
$508K – – –
JCM
1371
Janney Capital Management
Pennsylvania
$506K +$506K +5,225 New
CCFM
1372
Clear Creek Financial Management
Washington
$504K -$14.7K -152 -3%
CA
1373
Continuum Advisory
Idaho
$503K -$94.7K -977 -16%
FW
1374
FullCircle Wealth
Texas
$502K +$281K +2,886 +127%
SIMG
1375
Sonora Investment Management Group
Arizona
$500K +$500K +5,155 New
53 54
55
56 57