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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 %
WS
1401
Wela Strategies
Georgia
$473K +$473K +60,170 New
LWL
1402
Leo Wealth LLC
Texas
$466K +$4.94K +51 +1%
FNT
1403
First National Trust
Pennsylvania
$465K -$4.94K -51 -1%
IWP
1404
Insight Wealth Partners
Texas
$462K +$154K +1,593 +50%
ACA
1405
Affinity Capital Advisors
California
$462K -$433K -4,497 -48%
WIM
1406
WealthPlan Investment Management
Nebraska
$462K +$462K +4,763 New
ACA
1407
Anchor Capital Advisors
Massachusetts
$460K -$853K -8,800 -65%
GFA
1408
Gallagher Fiduciary Advisors
Illinois
$459K +$160K +1,648 +53%
CF
1409
Copperwynd Financial
Arizona
$453K +$58.5K +604 +15%
HHGA
1410
Halbert Hargrove Global Advisors
California
$453K +$2.81K +29 +0.6%
GWP
1411
Gateway Wealth Partners
Wisconsin
$449K +$123K +1,270 +38%
SCG
1412
Sonata Capital Group
Washington
$448K – – –
CA
1413
Crewe Advisors
Utah
$448K – – –
RT
1414
Rockland Trust
Massachusetts
$448K -$19.7K -203 -4%
ARC
1415
Advisor Resource Council
Texas
$448K +$102K +1,052 +29%
ALA
1416
Atlas Legacy Advisors
California
$447K +$447K +4,614 New
PWM
1417
PMG Wealth Management
Illinois
$443K +$443K +4,575 New
GAB
1418
German American Bancorp
Indiana
$440K – – –
AI
1419
Arvest Investments
Arkansas
$439K +$429K +4,425 +4,381%
VVP
1420
Venture Visionary Partners
Ohio
$437K +$10.9K +112 +3%
BCMLT
1421
Beacon Capital Management LLC (Tennessee)
Tennessee
$435K -$83.8K -865 -16%
ITC
1422
Inspire Trust Company
Nevada
$435K +$435K +4,486 New
CFGW
1423
Chancellor Financial Group WB
Pennsylvania
$434K +$434K +4,481 New
CC
1424
Courier Capital
New York
$433K +$433K +4,469 New
MHR
1425
Matthew Hamilton Rosenberg
$432K +$56.2K +580 +15%
55 56
57
58 59