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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,913 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, 881 increasing their positions, 573 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% of All Funds
25.47%
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
881
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
$1.85B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$12.5B
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B
5
Morgan Stanley
Morgan Stanley
New York
$3.16B

Top Sellers

1
BlackRock
BlackRock
New York
$4.16B
2
Goldman Sachs
Goldman Sachs
New York
$1.8B
3
USAA
United Services Automobile Association
Texas
$286M
4
SOMRS
State of Michigan Retirement System
Michigan
$0
5
US Bancorp
US Bancorp
Minnesota
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1676
Allied Investment Advisors
Montana
$228K – – –
PWM
1677
Palacios Wealth Management
Florida
$226K +$226K +2,339 New
LPP
1678
Life Planning Partners
Florida
$226K +$1.36K +14 +0.6%
BOPW
1679
Brandywine Oak Private Wealth
Pennsylvania
$225K +$225K +2,322 New
SOAG
1680
Silver Oak Advisory Group
Oregon
$224K – – –
PMA
1681
Prudent Man Advisors
Illinois
$223K -$103K -1,062 -32%
WFS
1682
WealthGarden F.S.
California
$222K +$222K +2,289 New
ESB
1683
Essex Savings Bank
Connecticut
$221K +$221K +2,285 New
SIA
1684
Spectrum Investment Advisors
Wisconsin
$221K -$4.49M -46,355 -95%
RIL
1685
Rothschild Investment LLC
Illinois
$220K +$194 +2 +0.1%
GCA
1686
Gallagher Capital Advisors
Texas
$220K +$220K +2,269 New
CFG
1687
Cooper Financial Group
California
$219K +$2.33K +24 +1%
1WM
1688
1900 Wealth Management
Texas
$218K -$30.9K -319 -12%
MSA
1689
Marino Stram & Associates
Massachusetts
$216K +$216K +2,229 New
RMAM
1690
Raab & Moskowitz Asset Management
New Jersey
$216K +$216K +2,228 New
NG
1691
Novem Group
New York
$215K +$215K +2,222 New
EFG
1692
Ehrlich Financial Group
California
$215K +$215K +2,221 New
PWP
1693
Pursue Wealth Partners
California
$215K +$23.1K +238 +12%
DWM
1694
Dopkins Wealth Management
New York
$215K – – –
3AM
1695
3EDGE Asset Management
Florida
$214K – – –
HA
1696
Herold Advisors
New York
$214K +$2.71K +28 +1%
AP
1697
Adero Partners
California
$213K -$37.7K -389 -15%
BCA
1698
Bray Capital Advisors
Florida
$213K – – –
PPW
1699
Parcion Private Wealth
Washington
$212K -$97 -1 -0%
TMWM
1700
Taylor & Morgan Wealth Management
Michigan
$211K +$2.42K +25 +1%
66 67
68
69 70