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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 %
CPA
1476
Compass Planning Associates
Massachusetts
$373K +$373K +3,852 New
FFA
1477
Fragasso Financial Advisors
Pennsylvania
$371K -$120K -1,241 -24%
LA
1478
LexAurum Advisors
Kansas
$370K +$12.1K +125 +3%
HWP
1479
Hibernia Wealth Partners
Louisiana
$369K -$345K -3,558 -48%
SIM
1480
SSI Investment Management
California
$369K – – –
PJWM
1481
Philip James Wealth Mangement
Georgia
$368K +$368K +3,796 New
HWM
1482
HFG Wealth Management
Texas
$368K +$71.7K +708 +24%
OC
1483
Oakworth Capital
Alabama
$367K +$326K +3,365 +788%
BFA
1484
Beaumont Financial Advisors
Massachusetts
$367K -$89.5K -924 -20%
AWAU
1485
Alliance Wealth Advisors (Utah)
Utah
$366K +$366K +3,778 New
NA
1486
Novus Advisors
South Carolina
$366K +$366K +3,776 New
WFA
1487
Wade Financial Advisory
California
$364K +$2.62K +27 +0.7%
MW
1488
Members Wealth
Pennsylvania
$364K +$364K +3,761 New
OA
1489
Oxbow Advisors
Texas
$364K +$364K +3,755 New
ClearBridge Investments
1490
ClearBridge Investments
New York
$362K +$3.88K +40 +1%
CAL
1491
Capital Advisors Ltd
Ohio
$362K +$108K +1,112 +42%
TWP
1492
Tempus Wealth Planning
California
$360K -$31.5K -325 -8%
CCMI
1493
Creative Capital Management Investments
California
$360K +$360K +3,716 New
PBF
1494
Petix & Botte Financial
California
$360K +$581 +6 +0.2%
SF
1495
SWP Financial
California
$357K -$11.7K -121 -3%
S
1496
Sachetta
Massachusetts
$356K +$75.5K +779 +27%
CIR
1497
Clear Investment Research
Georgia
$356K +$1.55K +16 +0.4%
WIA
1498
Wetzel Investment Advisors
Indiana
$355K -$53.6K -553 -13%
JFG
1499
Jefferies Financial Group
New York
$355K – – –
CB
1500
Cadence Bank
Mississippi
$354K -$1.26M -13,036 -78%
58 59
60
61 62