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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 %
GWAG
1626
Garrett Wealth Advisory Group
Texas
$255K -$28.1K -290 -10%
OBWP
1627
O'Brien Wealth Partners
Massachusetts
$255K +$61.4K +634 +32%
NCM
1628
Noesis Capital Mangement
Florida
$255K -$147K -1,516 -37%
STFP
1629
Signal Tree Financial Partners
Ohio
$254K +$254K +2,618 New
AWAG
1630
ARS Wealth Advisors Group
Florida
$253K +$5.33K +55 +2%
Allianz Asset Management
1631
Allianz Asset Management
Germany
$252K – – –
CTC
1632
Central Trust Company
Missouri
$252K +$61.8K +638 +33%
LWM
1633
Liberty Wealth Management
California
$251K +$251K +2,595 New
I
1634
INVST
Indiana
$251K -$127K -1,312 -34%
HOWA
1635
Heritage Oak Wealth Advisors
Florida
$250K -$2.31M -23,827 -90%
CCM
1636
Chilton Capital Management
Texas
$249K -$1.65K -17 -0.7%
CC
1637
Commons Capital
Massachusetts
$248K +$248K +2,559 New
ARG
1638
Advisory Resource Group
Oklahoma
$248K -$8.24K -85 -3%
CAC
1639
Certified Advisory Corp
Florida
$248K -$2.33K -24 -0.9%
FSA
1640
Fort Sheridan Advisors
Illinois
$247K +$17.5K +181 +8%
CC
1641
Cadinha & Co
Hawaii
$247K -$3.2K -33 -1%
KWM
1642
Keebeck Wealth Management
Illinois
$247K +$247K +2,550 New
WLIM
1643
White Lighthouse Investment Management
Massachusetts
$247K -$64.3K -664 -21%
CAM
1644
Concorde Asset Management
Michigan
$247K +$18K +186 +8%
BBA
1645
Braun-Bostich & Associates
Pennsylvania
$245K +$10.6K +109 +4%
KCM
1646
Kanawha Capital Management
Virginia
$245K -$17.4K -180 -7%
PL
1647
Plancorp LLC
Missouri
$245K +$245K +2,528 New
KV
1648
Kickstand Ventures
New York
$244K -$194 -2 -0.1%
CPW
1649
Catalyst Private Wealth
California
$243K – – –
SPW
1650
Surience Private Wealth
Washington
$243K – – –
64 65
66
67 68