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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.

Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% 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
881
Reduced
573
Closed
117
Calls
$11.8M
Puts
$19.2M
Net Calls
-$7.48M
Net Calls Change
+$36.6M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$7.55B
2
JHU
2
Johns Hopkins University
Maryland
$1.37B
3
Ameriprise
3
Ameriprise
Minnesota
$1.85B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$12.5B
5
APSPRSPT
5
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.16B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.8B
3
USAA
3
United Services Automobile Association
Texas
$286M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$0
5
US Bancorp
5
US Bancorp
Minnesota
$3.3B
Name Market Value Shares Shares
Change 		Shares
Change %
EA
151
Efficient Advisors
Ohio
$60.3M 621,944 +2,442 +0.4%
SCP
152
Stamos Capital Partners
California
$59.6M 615,150 -68,720 -10%
SHWM
153
Smith & Howard Wealth Management
Georgia
$59.2M 610,636 +17,152 +3%
FMC
154
First Merchants Corp
Indiana
$59M 608,909 +22,644 +4%
CFFP
155
Center for Financial Planning
Michigan
$58.8M 606,411 +72,055 +13%
BBA
156
BLB&B Advisors
Pennsylvania
$58.1M 599,296 +40,004 +7%
Lido Advisors
157
Lido Advisors
California
$57.4M 592,101 -51,682 -8%
CHP
158
Cable Hill Partners
Oregon
$55.9M 577,210 -15,691 -3%
AF
159
Affiance Financial
Minnesota
$55.9M 576,795 +23,511 +4%
PAS
160
Park Avenue Securities
New York
$55.7M 575,001 +102,796 +22%
BHWM
161
Bar Harbor Wealth Management
New Hampshire
$55.7M 574,441 +13,082 +2%
SA
162
Sanctuary Advisors
Indiana
$55.6M 569,687 +41,594 +8%
PWA
163
Provenance Wealth Advisors
Florida
$55.2M 569,931 +17,601 +3%
FFN
164
Focus Financial Network
Minnesota
$55.1M 568,391 +77,575 +16%
JWA
165
JFS Wealth Advisors
Pennsylvania
$54.6M 563,712 -1,582 -0.3%
CFG
166
Compton Financial Group
Maryland
$53.4M 551,279 +26,598 +5%
M&T Bank
167
M&T Bank
New York
$53.4M 550,996 +20,305 +4%
T. Rowe Price Associates
168
T. Rowe Price Associates
Maryland
$53.2M 548,728 +543,908 +11,284%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$52.4M 540,301 -415,225 -43%
FHA
170
First Horizon Advisors
Tennessee
$52.3M 539,394 +40,005 +8%
SGI
171
Summit Global Investments
Utah
$52M 536,876 +27,796 +5%
AFC
172
Adaptive Financial Consulting
Ohio
$51.2M 528,169 -1,906 -0.4%
BFG
173
Bouchey Financial Group
New York
$51.2M 527,949 +164,521 +45%
LS
174
Liquid Strategies
Georgia
$51.1M 527,711 +31,241 +6%
ANB
175
Amarillo National Bank
Texas
$50.4M 519,855 +79,597 +18%
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