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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
1
Johns Hopkins University
Maryland
$1.37B
2
Ameriprise
2
Ameriprise
Minnesota
$1.85B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$12.5B
4
APSPRSPT
4
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B
5
Morgan Stanley
5
Morgan Stanley
New York
$3.16B

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 Holding Trade Value Shares
Change 		Shares
Change %
RDFA
1751
Ritter Daniher Financial Advisory
Ohio
$125K – – –
PP
1752
Pacifica Partners
Canada
$120K – – –
TFA
1753
Toth Financial Advisory
Virginia
$120K -$4.85K -50 -4%
DWM
1754
Darwin Wealth Management
Florida
$120K -$100K -1,036 -46%
PA
1755
PSI Advisors
Florida
$118K -$29.5K -305 -20%
CT
1756
Clearstead Trust
Maine
$116K -$36.3K -375 -24%
TCPG
1757
Trivant Custom Portfolio Group
California
$109K +$97K +1,001 +776%
RS
1758
Rakuten Securities
Japan
$109K +$85.9K +886 +368%
CFP
1759
Comprehensive Financial Planning
Pennsylvania
$109K +$109K +1,121 New
LWA
1760
Lowe Wealth Advisors
Maryland
$107K +$92.9K +959 +675%
PPWM
1761
PFG Private Wealth Management
Florida
$105K +$6.49K +67 +7%
BFO
1762
Biltmore Family Office
North Carolina
$105K +$29.1K +300 +38%
OSNBOA
1763
Old Second National Bank of Aurora
Illinois
$102K – – –
CWM
1764
Cranbrook Wealth Management
Michigan
$100K – – –
OL
1765
one8zero8 LLC
North Carolina
$99.3K +$99.3K +1,025 New
HIIFS
1766
Harel Insurance Investments & Financial Services
Israel
$98K – – –
ITIM
1767
Indiana Trust & Investment Management
Indiana
$97.8K – – –
KSWA
1768
Kathleen S. Wright Associates
Pennsylvania
$96.9K – – –
MFC
1769
Mechanics Financial Corp
Ohio
$96.9K – – –
AIC
1770
Archer Investment Corporation
Indiana
$90.7K -$39.6K -409 -30%
MEG
1771
Millstone Evans Group
Colorado
$89.9K +$89.9K +928 New
GFL
1772
Granite FO LLC
New Hampshire
$86.7K +$1.16K +12 +1%
WAS
1773
Winch Advisory Services
Wisconsin
$83.7K -$4.85K -50 -5%
AIM
1774
Anchor Investment Management
South Carolina
$82.9K +$872 +9 +1%
MDCM
1775
Morgan Dempsey Capital Management
Wisconsin
$81.6K -$29.8K -308 -27%
69 70
71
72 73