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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,913 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, 881 increasing their positions, 573 reducing their positions, and 117 closing their positions.

Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% 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
881
Reduced
573
Closed
117
Calls
$11.8M
Puts
$19.2M
Net Calls
-$7.48M
Net Calls Change
+$36.6M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$7.55B
2
JHU
2
Johns Hopkins University
Maryland
$1.37B
3
Ameriprise
3
Ameriprise
Minnesota
$1.85B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$12.5B
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.16B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.8B
3
USAA
3
United Services Automobile Association
Texas
$286M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$0
5
US Bancorp
5
US Bancorp
Minnesota
$3.3B
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$75.9M 783,790 +290,381 +59%
MWP
127
Meridian Wealth Partners
Pennsylvania
$74.3M 767,095 +32,128 +4%
GKWIM
128
Gerber Kawasaki Wealth & Investment Management
California
$74.2M 765,921 +40,228 +6%
JHCM
129
Juniper Hill Capital Management
California
$71.4M 736,489 – –
BCM
130
Brookstone Capital Management
Illinois
$71.3M 736,078 -685,308 -48%
Victory Capital Management
131
Victory Capital Management
Texas
$70.7M 729,775 +12,472 +2%
UCFA
132
United Capital Financial Advisors
Texas
$70.4M 726,908 -34,294 -5%
RCG
133
Rock Creek Group
District of Columbia
$69.1M 712,873 -248,207 -26%
ZIM
134
Zacks Investment Management
Illinois
$68.5M 707,118 -65,502 -8%
OPS
135
Orion Portfolio Solutions
Nebraska
$68.4M 706,375 -314,352 -31%
BCI
136
Brinker Capital Investments
Pennsylvania
$68.4M 706,375 -314,352 -31%
CST
137
Charles Schwab Trust
Nevada
$68.1M 703,155 +23,531 +3%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$67.3M 694,514 +158,857 +30%
Franklin Resources
139
Franklin Resources
California
$66.9M 690,215 -3,671 -0.5%
CWG
140
Cornerstone Wealth Group
North Carolina
$66.7M 688,175 +42,442 +7%
PP
141
PDS Planning
Ohio
$66.6M 687,306 +43,036 +7%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$65.9M 680,561 +49,515 +8%
PFA
143
Professional Financial Advisors
Nebraska
$64.4M 664,736 +8,242 +1%
SHGA
144
Sand Hill Global Advisors
California
$64M 660,319 +56,233 +9%
FCAM
145
First Citizens Asset Management
North Carolina
$63.4M 654,184 -5,753 -0.9%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$62.4M 643,732 -25,634 -4%
FCH
147
Freestone Capital Holdings
Washington
$61.6M 636,091 +444 +0.1%
KPWS
148
Kestra Private Wealth Services
Texas
$61.6M 635,422 +40,411 +7%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$61.2M 631,509 -8,621 -1%
NRI
150
NFP Retirement Inc
California
$61.1M 630,290 +4,729 +0.8%
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