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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 %
EFS
1951
Econ Financial Services
Pennsylvania
– – -11,458 Closed
GFG
1952
Goldstone Financial Group
Illinois
– – -10,894 Closed
RBFC
1953
Roman Butler Fullerton & Co
Missouri
– – -10,363 Closed
WAM
1954
Worth Asset Management
Texas
– – -9,568 Closed
CL
1955
COWA LLC
Oklahoma
– – -7,920 Closed
HFS
1956
Howard Financial Services
Texas
– – -7,057 Closed
CNC
1957
Citizens & Northern Corp
Pennsylvania
– – -6,958 Closed
SFCL
1958
Strengthening Families & Communities LLC
Massachusetts
– – -6,834 Closed
GL
1959
Gerber LLC
Ohio
– – -6,750 Closed
Vanguard Group
1960
Vanguard Group
Pennsylvania
– – -6,564 Closed
RDWM
1961
Red Door Wealth Management
Tennessee
– – -6,162 Closed
Pictet Asset Management
1962
Pictet Asset Management
Switzerland
– – -6,120 Closed
WP
1963
WealthPLAN Partners
Nebraska
– – -5,270 Closed
WWM
1964
Waterway Wealth Management
Texas
– – -5,186 Closed
LWM
1965
LJI Wealth Management
Indiana
– – -5,035 Closed
Verition Fund Management
1966
Verition Fund Management
Connecticut
– – -5,000 Closed
Simplex Trading
1967
Simplex Trading
Illinois
– – -4,707 Closed
MI
1968
Motiv8 Investments
Florida
– – -4,508 Closed
HWM
1969
Hassell Wealth Management
Louisiana
– – -4,331 Closed
SA
1970
Strategic Advocates
Utah
– – -4,308 Closed
RWA
1971
River Wealth Advisors
Pennsylvania
– – -4,102 Closed
AWA
1972
Adapt Wealth Advisors
Georgia
– – -3,779 Closed
MGW
1973
MB Generational Wealth
Washington
– – -3,556 Closed
KDA
1974
Kraft Davis & Associates
Missouri
– – -3,539 Closed
B
1975
Bailard
California
– – -3,458 Closed
77 78
79
80 81