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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 %
WCWM
1526
Willow Creek Wealth Management
California
$327K – – –
ATC
1527
Argent Trust Co
Tennessee
$327K -$651K -6,718 -67%
RBC
1528
Romano Brothers & Co
Illinois
$327K -$79.5K -820 -20%
GS
1529
GWN Securities
Florida
$326K +$326K +3,361 New
HCP
1530
Hexagon Capital Partners
Arkansas
$326K -$5.82K -60 -2%
TIAM2
1531
Tru Independence Asset Management 2
Oregon
$324K – – –
TW
1532
TrinityPoint Wealth
Connecticut
$324K +$20.9K +216 +7%
SWA
1533
SOA Wealth Advisors
New York
$324K -$46.4K -479 -13%
RA
1534
Rise Advisors
New York
$324K -$24K -248 -7%
TCM
1535
Towneley Capital Management
California
$323K -$263K -2,711 -45%
SWM
1536
Segment Wealth Management
Texas
$322K +$67.6K +698 +27%
SPA
1537
Sentinel Pension Advisors
Massachusetts
$322K -$112K -1,153 -26%
FWMP
1538
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$322K +$322K +3,323 New
MA
1539
MONECO Advisors
Connecticut
$322K +$100K +1,036 +45%
OWA
1540
Opal Wealth Advisors
New York
$321K +$321K +3,315 New
FCA
1541
Fortis Capital Advisors
Kansas
$321K -$1.18M -11,761 -79%
TPW
1542
Talon Private Wealth
Florida
$320K -$130K -1,342 -29%
PWP
1543
Perfromance Wealth Partners
Illinois
$318K -$24.2K -250 -7%
UBG
1544
United Bank (Georgia)
Georgia
$317K – – –
CGA
1545
Crescent Grove Advisors
Illinois
$316K -$178K -1,841 -36%
IBOK
1546
Independence Bank of Kentucky
Kentucky
$315K +$196K +2,026 +165%
GIM
1547
Goelzer Investment Management
Indiana
$315K +$315K +3,249 New
AG
1548
AmeriFlex Group
Nevada
$314K +$314K +3,222 New
MCM
1549
MidAtlantic Capital Management
Virginia
$313K +$93.9K +969 +43%
PWM
1550
Parkshore Wealth Management
California
$309K +$309K +3,191 New
60 61
62
63 64