AGG icon

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 %
BIM
1776
Breakwater Investment Management
Washington
$81.6K +$1.65K +17 +2%
PK
1777
Pflug Koory
Nebraska
$81.4K +$67K +692 +468%
TCOV
1778
Trust Company of Vermont
Vermont
$81.2K -$9.79K -101 -11%
QC
1779
Quent Capital
New York
$78.5K +$78.5K +810 New
BLC
1780
Brown, Lisle/Cummings
Rhode Island
$72.7K -$4.85K -50 -6%
CWP
1781
Concord Wealth Partners
Virginia
$69K +$19.5K +201 +39%
CIA
1782
Cape Investment Advisory
Georgia
$68.3K +$39.6K +409 +138%
TAM
1783
Tucker Asset Management
Colorado
$68.2K -$21.5K -222 -24%
RAM
1784
Riggs Asset Management
Pennsylvania
$67.8K -$7.37K -76 -10%
CHC
1785
City Holding Co
West Virginia
$67.7K -$5.62K -58 -8%
KWAG
1786
Kiely Wealth Advisory Group
North Carolina
$64.6K – – –
PFBT
1787
Parkside Financial Bank & Trust
Missouri
$63.5K +$22.1K +228 +53%
HCA
1788
Heck Capital Advisors
Wisconsin
$61K -$1.84K -19 -3%
EBA
1789
Eagle Bay Advisors
New York
$61K – – –
PAG
1790
Paladin Advisory Group
Iowa
$60.8K -$5.52K -57 -8%
LOIP
1791
Live Oak Investment Partners
Texas
$59.6K -$62.3K – –
PAIM
1792
Punch & Associates Investment Management
Minnesota
$58.6K – – –
FDW
1793
Fourth Dimension Wealth
Ohio
$57.6K +$57.6K +594 New
IWM
1794
IMG Wealth Management
Florida
$56.1K +$56.1K +579 New
CPG
1795
Cornerstone Planning Group
New Jersey
$55.8K -$11.7K -120 -17%
HIA
1796
Harbor Investment Advisory
Maryland
$54.9K -$3.68K -38 -6%
FFO
1797
Fortitude Family Office
Arizona
$54.8K +$51.9K +536 +1,787%
WWP
1798
WR Wealth Planners
Missouri
$54.4K – – –
FFA
1799
Frazier Financial Advisors
Ohio
$54.3K +$54.3K +560 New
VC
1800
Vestor Capital
Illinois
$54K -$1.54K -16 -3%
70 71
72
73 74