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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 %
FRA
1901
Front Row Advisors
California
$2.62K 27 – –
NA
1902
Nordwand Advisors
Pennsylvania
$2.62K 27 – –
DJSG
1903
D.J. St. Germain
Massachusetts
$2.42K 25 -255 -91%
JFG
1904
JDM Financial Group
Texas
$2.42K 25 +25 New
GWS
1905
Glassman Wealth Services
Virginia
$2.23K 23 – –
FUBT
1906
First United Bank & Trust
Maryland
$1.94K 20 – –
WA
1907
WPG Advisers
Maryland
$1.94K 20 +20 New
MHIP
1908
Mountain Hill Investment Partners
New Jersey
$1.73K 18 +18 New
NS
1909
NBC Securities
Alabama
$1.7K 17 -16,621 -100%
HWM
1910
HighMark Wealth Management
Minnesota
$1.66K 17 -10,107 -100%
TIM
1911
Tortoise Investment Management
New York
$1.44K 15 +3 +25%
PWMG
1912
Prestige Wealth Management Group
New Jersey
$1.36K 14 – –
SWM
1913
Sugarloaf Wealth Management
Georgia
$1.17K 12 – –
NRC
1914
New Republic Capital
North Carolina
$1.16K 12 -949 -99%
GIM
1915
GE Investment Management
Connecticut
$969 10 – –
PWA
1916
Principia Wealth Advisory
Texas
$969 10 +10 New
RCM
1917
Raleigh Capital Management
North Carolina
$678 7 – –
LB
1918
Legacy Bridge
Iowa
$485 5 – –
BIG
1919
Brooklyn Investment Group
New York
$485 5 +5 New
IHWM
1920
Iron Horse Wealth Management
Iowa
$250 3 – –
PWM
1921
Parkworth Wealth Management
California
$217 2 +2 New
SHF
1922
Safe Harbor Fiduciary
Florida
$97 1 – –
HI
1923
Hoey Investments
Pennsylvania
$75 1 – –
SOMRS
1924
State of Michigan Retirement System
Michigan
– – -4,135,000 Closed
STA
1925
Summit Trail Advisors
New York
– – -1,673,721 Closed
75 76
77
78 79