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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 %
CAWM
1851
Capital A Wealth Management
Pennsylvania
$19.5K +$19.5K +201 New
FCMT
1852
Founders Capital Management (Texas)
Texas
$19.4K – – –
MSG
1853
Main Street Group
Virginia
$19.4K – – –
IF
1854
Integrity Financial
Wyoming
$19.4K +$19.4K +200 New
SWM
1855
Sanctuary Wealth Management
Idaho
$19.3K +$19.3K +199 New
TSMHT
1856
Thurston Springer Miller Herd & Titak
Indiana
$18.9K – – –
KTC
1857
Kentucky Trust Company
Kentucky
$18.8K +$18.8K +194 New
FP
1858
Financial Perspectives
Minnesota
$18.4K – – –
TLA
1859
Tanglewood Legacy Advisors
Texas
$17.1K +$194 +2 +1%
AWM
1860
Activest Wealth Management
Florida
$16.9K – – –
IWMA
1861
Ironwood Wealth Management (Arizona)
Arizona
$16.2K -$321K -3,323 -95%
POIA
1862
Pin Oak Investment Advisors
Texas
$16K – – –
BC
1863
Barrett & Company
Rhode Island
$14.8K -$97 -1 -0.6%
HGERS
1864
Householder Group Estate & Retirement Specialist
Arizona
$14K -$309K -3,290 -96%
M
1865
MOTCO
Texas
$14K -$38.6K -398 -73%
LWANC
1866
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K -$9.69K -100 -41%
SCM
1867
Sterling Capital Management
North Carolina
$13.6K +$13.6K +141 New
FWM
1868
FSA Wealth Management
Massachusetts
$13.2K – – –
CFO
1869
Colony Family Offices
North Carolina
$13.1K – – –
VWWMG
1870
Vermillion & White Wealth Management Group
Pennsylvania
$11.3K – – –
IRC
1871
Investors Research Corp
Georgia
$11.1K – – –
CWC
1872
Carolinas Wealth Consulting
North Carolina
$11.1K -$13.5K -140 -55%
CAM
1873
Clarity Asset Management
Iowa
$9.93K +$97 +1 +1%
SOW
1874
State of Wyoming
Wyoming
$9.69K – – –
MCA
1875
Maryland Capital Advisors
Maryland
$9.5K +$9.5K +98 New
73 74
75
76 77