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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 %
SDWMA
1551
Schneider Downs Wealth Management Advisors
Pennsylvania
$309K -$7.36K -76 -2%
SSW
1552
Stone Summit Wealth
Florida
$309K – – –
BO
1553
Bank OZK
Arkansas
$308K +$73.3K +756 +31%
AFA
1554
American Financial Advisors
Georgia
$307K +$18.5K +191 +6%
CPCP
1555
Cedar Point Capital Partners
Iowa
$306K +$48.5K +500 +19%
WWM
1556
Wolff Wiese Magana
California
$305K +$12.1K +125 +4%
RPWA
1557
Regent Peak Wealth Advisors
Georgia
$304K +$304K +3,138 New
SAS
1558
Stelac Advisory Services
New York
$304K – – –
FWM
1559
Fonville Wealth Management
Virginia
$303K – – –
JIC
1560
Joel Isaacson & Co
New York
$302K +$13.8K +142 +5%
PFG
1561
PAX Financial Group
Texas
$302K +$14.2K +147 +5%
MWM
1562
Merriman Wealth Management
Washington
$301K -$5.41M -55,873 -95%
FF
1563
Farrow Financial
Vermont
$301K +$301K +3,104 New
CIC
1564
Cutler Investment Counsel
Oregon
$299K +$299K +3,085 New
SC
1565
Stephenson & Company
California
$298K – – –
SCM
1566
Stordahl Capital Management
Colorado
$297K -$2.71K -28 -0.9%
BWM
1567
Brickley Wealth Management
California
$296K +$52.2K +539 +21%
ACS
1568
Archford Capital Strategies
Illinois
$296K +$15.2K +157 +5%
AGC
1569
Aspen Grove Capital
Colorado
$295K – – –
HFS
1570
Hoge Financial Services
Pennsylvania
$295K +$3.68K +38 +1%
DSA
1571
Droms Strauss Advisors
Missouri
$295K +$1.74K +18 +0.6%
QS
1572
Quantitative Strategies
California
$295K +$14.9K +154 +5%
LDB
1573
Lee, Danner & Bass
Tennessee
$295K +$295K +3,042 New
HFP
1574
Holistic Financial Partners
Indiana
$294K -$1.94K -20 -0.7%
IFO
1575
Independent Family Office
New York
$294K – – –
61 62
63
64 65