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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 %
HWA
1426
HHM Wealth Advisors
Tennessee
$431K -$109K -1,122 -20%
CWS
1427
Cypress Wealth Services
California
$430K -$229K -2,366 -35%
BWM
1428
Bulltick Wealth Management
Florida
$428K – – –
TF
1429
Tompkins Financial
New York
$427K – – –
CG
1430
CFO4Life Group
Texas
$426K -$76.4K -788 -15%
GWM
1431
Gitterman Wealth Management
New Jersey
$423K +$423K +4,368 New
WF
1432
WinCap Financial
Massachusetts
$423K +$423K +4,366 New
BWM
1433
Brown Wealth Management
Illinois
$423K +$872 +9 +0.2%
PSA
1434
Plum Street Advisors
Louisiana
$423K -$45.8K -473 -10%
HWM
1435
Hemington Wealth Management
Virginia
$422K +$30.2K +312 +8%
TFM
1436
TFC Financial Management
Massachusetts
$422K +$422K +4,350 New
ACM
1437
Advance Capital Management
Michigan
$420K +$50.1K +517 +14%
BRM
1438
Boston Research & Management
Massachusetts
$419K +$968 +10 +0.2%
CF
1439
Convergence Financial
Missouri
$418K +$418K +4,312 New
MSAM
1440
Moloney Securities Asset Management
Missouri
$418K +$21.5K +222 +5%
MFWP
1441
Mosaic Family Wealth Partners
Missouri
$415K – – –
CSA
1442
Cottage Street Advisors
Massachusetts
$409K +$24.8K +256 +6%
SXL
1443
Summit X LLC
Missouri
$403K -$4.75K -49 -1%
HDIM
1444
Hanson & Doremus Investment Management
Vermont
$403K – – –
HWA
1445
Heritage Wealth Advisors
Virginia
$402K +$2.33K +24 +0.6%
TNB
1446
Thomasville National Bank
Georgia
$401K +$4.85K +50 +1%
IPW
1447
Impact Partnership Wealth
Georgia
$400K +$147K +1,519 +58%
BFM
1448
Boston Financial Management
Massachusetts
$399K -$80.4K -830 -17%
EWM
1449
Executive Wealth Management
Michigan
$399K -$69.8K -720 -15%
BWL
1450
Bogart Wealth LLC
Virginia
$399K – – –
56 57
58
59 60