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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 %
KPP
1601
Kings Path Partners
Texas
$273K +$19.4K +200 +8%
FWA
1602
FSM Wealth Advisors
Ohio
$272K -$10.5K -108 -4%
CMP
1603
Courage Miller Partners
Virginia
$272K -$97 -1 -0%
ONST
1604
Old North State Trust
North Carolina
$271K +$271K +2,800 New
BMC
1605
Benin Management Corp
Connecticut
$271K – – –
PFC
1606
Phocas Financial Corp
California
$270K – – –
LC
1607
Lavaca Capital
Texas
$270K +$3.1K +32 +1%
WCG
1608
Weaver Consulting Group
California
$270K -$10.8K -111 -4%
SCA
1609
Scott Capital Advisors
Oregon
$265K +$20.8K +217 +8%
Loomis, Sayles & Company
1610
Loomis, Sayles & Company
Massachusetts
$264K +$62.3K +643 +31%
TA
1611
TrueWealth Advisors
Alabama
$263K -$14.5K -150 -5%
MFG
1612
Magnus Financial Group
New York
$263K +$57.4K +592 +28%
FH
1613
Financial Harvest
Florida
$262K +$262K +2,706 New
AC
1614
Avestar Capital
New York
$262K -$15.5K -160 -6%
NIWA
1615
New Insight Wealth Advisors
California
$260K +$33.9K +350 +15%
SBIA
1616
Sheaff Brock Investment Advisors
Indiana
$260K -$485 -5 -0.2%
BWM
1617
BNC Wealth Management
Oregon
$259K +$12.3K +127 +5%
FFA
1618
Founders Financial Alliance
North Carolina
$259K -$11.3K -117 -4%
MFC
1619
Morris Financial Concepts
South Carolina
$258K +$581 +6 +0.2%
TCOT
1620
Trust Company of Toledo
Ohio
$258K – – –
RF
1621
Rossby Financial
Florida
$258K +$258K +2,661 New
SF
1622
Strategent Financial
Virginia
$257K +$257K +2,657 New
NFC
1623
Northstar Financial Companies
Pennsylvania
$256K +$256K +2,643 New
HBW
1624
Hazlett, Burt & Watson
West Virginia
$256K +$89.6K +920 +54%
ZIG
1625
Zullo Investment Group
Pennsylvania
$256K -$8.82K -91 -3%
63 64
65
66 67