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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 %
CIA
1651
Cascade Investment Advisors
Oregon
$242K +$242K +2,500 New
LODC
1652
Lanham O'Dell & Company
West Virginia
$242K +$242K +2,500 New
TC
1653
Tenret Company
Florida
$242K +$242K +2,495 New
VPWA
1654
Vestia Personal Wealth Advisors
Indiana
$242K +$11.7K +121 +5%
CFA
1655
CWS Financial Advisors
Michigan
$242K +$388 +4 +0.2%
LA
1656
LPF Advisors
Florida
$241K -$13.5K -139 -5%
ME
1657
McIlrath & Eck
Washington
$240K – – –
LWA
1658
Lantern Wealth Advisors
New York
$239K +$2.71K +28 +1%
WA
1659
WealthTrust Axiom
Pennsylvania
$239K – – –
DFG
1660
Dynamic Financial Group
Iowa
$239K +$239K +2,464 New
BMWS
1661
Brady Martz Wealth Solutions
North Dakota
$238K +$238K +2,480 New
WG
1662
Watchman Group
Texas
$237K – – –
HG
1663
Harbor Group
New Hampshire
$237K +$237K +2,445 New
LCWP
1664
Legacy Capital Wealth Partners
Arkansas
$236K -$298K -3,080 -56%
EP
1665
Edgestream Partners
New Jersey
$236K -$1.88M -19,423 -89%
SO
1666
Sierra Ocean
California
$235K +$235K +2,422 New
NA
1667
Nottingham Advisors
New York
$233K -$405K -4,175 -63%
FAN
1668
Financial Advisors Network
California
$233K +$233K +2,402 New
CIA
1669
Cohen Investment Advisors
New Hampshire
$233K +$233K +2,400 New
WAOTB
1670
Wealth Advisors of Tampa Bay
Florida
$232K +$10.9K +112 +5%
EFS
1671
Essex Financial Services
Connecticut
$232K -$27.1M -279,516 -99%
NIM
1672
Nicollet Investment Management
Minnesota
$231K +$231K +2,388 New
AR
1673
Apeiron RIA
Texas
$231K -$18.6K -192 -7%
LOPW
1674
Live Oak Private Wealth
North Carolina
$231K – – –
SWP
1675
Semus Wealth Partners
Florida
$230K -$32.7K -338 -12%
65 66
67
68 69