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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 %
EB
1501
Eastern Bank
Massachusetts
$354K +$258K +2,664 +270%
PA
1502
Promethium Advisors
Maryland
$353K -$55.7K -575 -14%
FWP
1503
Firethorn Wealth Partners
Georgia
$352K -$1.84K -19 -0.5%
WAL
1504
W Advisors LLC
Tennessee
$352K – – –
LWM
1505
Lakeridge Wealth Management
Ohio
$351K +$29.4K +303 +9%
MCA
1506
Midwest Capital Advisors
Michigan
$351K +$351K +3,619 New
NSIM
1507
North Star Investment Management
Illinois
$349K -$91K -939 -21%
MCWA
1508
Meadow Creek Wealth Advisors
Georgia
$349K – – –
VWM
1509
Verus Wealth Management
Wisconsin
$346K +$346K +3,574 New
CCAL
1510
City Center Advisors LLC
Michigan
$346K -$4.26K -44 -1%
TRCT
1511
Tower Research Capital (TRC)
New York
$345K -$495K -5,104 -59%
AC
1512
Attessa Capital
Arizona
$343K +$343K +3,544 New
PA
1513
Paragon Advisors
Texas
$342K -$681K -7,026 -67%
EDRH
1514
Edmond de Rothschild Holding
Switzerland
$341K +$231K +2,383 +211%
SC
1515
Sykon Capital
New York
$340K +$66.7K +688 +24%
HCP
1516
Hardin Capital Partners
South Carolina
$338K -$1.65K -17 -0.5%
SW
1517
Simplicity Wealth
New Jersey
$335K -$4.49M -46,386 -93%
WBC
1518
West Branch Capital
Massachusetts
$334K +$14.5K +150 +5%
DFG
1519
Delta Financial Group
New Jersey
$333K +$333K +3,433 New
SCM
1520
Spreng Capital Management
Ohio
$332K -$2.91K -30 -0.9%
WW
1521
Westshore Wealth
California
$331K +$2.23K +23 +0.7%
DWM
1522
Defined Wealth Management
Oregon
$331K +$23.3K +240 +8%
NP
1523
NorthRock Partners
Minnesota
$331K +$45K +464 +16%
AWP
1524
Abacus Wealth Partners
California
$329K +$329K +3,392 New
HFA
1525
Hippocratic Financial Advisors
California
$328K +$328K +3,385 New
59 60
61
62 63