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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 %
AIA
1576
AssuredPartners Investment Advisors
Florida
$294K +$294K +3,030 New
VCM
1577
Vivaldi Capital Management
Illinois
$293K – – –
OPA
1578
Old Port Advisors
Maine
$293K -$40.5K -418 -12%
WPC
1579
Waters Parkerson & Co
Louisiana
$292K +$29.6K +305 +11%
SIA
1580
SkyView Investment Advisors
New Jersey
$292K -$387K -3,988 -57%
GCM
1581
Gables Capital Management
Florida
$291K +$291K +3,000 New
PWS
1582
Peterson Wealth Services
Utah
$289K -$15.4K -159 -5%
PWM
1583
Pines Wealth Management
North Carolina
$289K +$289K +3,009 New
CWA
1584
CJM Wealth Advisers
Virginia
$288K – – –
CA
1585
Cornerstone Advisory
Maryland
$287K -$456K -4,671 -61%
FT
1586
Fiduciary Trust
Massachusetts
$287K +$51.6K +532 +22%
PCM
1587
Parsons Capital Management
Rhode Island
$285K +$285K +2,937 New
BW
1588
BostonPremier Wealth
Massachusetts
$284K +$284K +2,933 New
GWM
1589
Gray Wealth Management
Maine
$284K – – –
WDL
1590
Well Done LLC
Michigan
$283K – – –
OFG
1591
Oxford Financial Group
Indiana
$282K -$22.7K -234 -7%
BCM
1592
BluePointe Capital Management
California
$282K +$282K +2,906 New
GEA
1593
Glen Eagle Advisors
New Jersey
$280K -$3.68K -38 -1%
EHC
1594
Everett Harris & Co
California
$280K – – –
GWM
1595
GDS Wealth Management
Texas
$279K +$22.2K +229 +9%
PAM
1596
PCG Asset Management
New Jersey
$279K +$279K +2,875 New
CWA
1597
Clearview Wealth Advisors
Oregon
$277K – – –
FGA
1598
Fortis Group Advisors
New Jersey
$275K -$29.3K -302 -10%
LWM
1599
Lyell Wealth Management
California
$275K -$17.4K -180 -6%
MCM
1600
M1 Capital Management
Michigan
$274K +$274K +2,828 New
62 63
64
65 66