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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 %
BCG
1451
Bravias Capital Group
New Jersey
$399K +$399K +4,094 New
LLWM
1452
Life Line Wealth Management
California
$397K +$4.94K +51 +1%
W
1453
WealthCollab
Washington
$396K -$4.36K -45 -1%
2L
1454
25 LLC
Missouri
$395K – – –
FSA
1455
Financial Sense Advisors
California
$394K -$2.04M -21,048 -84%
HA
1456
Hanover Advisors
South Carolina
$390K – – –
TWM
1457
Topsail Wealth Management
North Carolina
$390K +$390K +4,025 New
FMP
1458
Financial Management Professionals
Texas
$389K +$15.3K +158 +4%
CP
1459
Canopy Partners
Ohio
$389K – – –
PAMG
1460
Patton Albertson Miller Group
Tennessee
$388K +$176K +1,814 +83%
FRA
1461
Frank Rimerman Advisors
California
$387K – – –
YAL
1462
Your Advocates Ltd
Texas
$387K +$34.2K +353 +10%
TCOTS
1463
Trust Company of the South
North Carolina
$384K +$25K +258 +7%
FWA
1464
FSC Wealth Advisors
New York
$383K +$383K +3,957 New
PGF
1465
Plan Group Financial
Oklahoma
$383K -$26.3K -271 -6%
SAM
1466
SignalPoint Asset Management
Missouri
$382K +$185K +1,911 +94%
IWN
1467
Independent Wealth Network
Iowa
$381K -$199K -2,050 -34%
TCM
1468
Twin Capital Management
Pennsylvania
$380K +$71.8K +741 +23%
MC
1469
Middleton & Co
Massachusetts
$380K +$64.9K +670 +21%
CCP
1470
Carmel Capital Partners
California
$379K -$144K -1,486 -28%
PAA
1471
Peregrine Asset Advisers
Oregon
$378K -$38.7K -399 -9%
HCM
1472
Hengehold Capital Management
Ohio
$378K +$44.5K +459 +13%
TCG
1473
Transcendent Capital Group
Oklahoma
$377K -$246K -2,535 -39%
BFG
1474
Beacon Financial Group
Texas
$377K -$100K -1,035 -21%
TCM
1475
Traynor Capital Management
Pennsylvania
$374K -$100K -1,033 -21%
57 58
59
60 61