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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 %
ZCI
1976
Zevenbergen Capital Investments
Washington
– – -3,120 Closed
CPA
1977
Clear Point Advisors
New York
– – -2,987 Closed
HBS
1978
Howard Bailey Securities
Indiana
– – -2,979 Closed
PIN
1979
Prudent Investors Network
California
– – -2,971 Closed
WC
1980
Wexford Capital
Florida
– – -2,942 Closed
WCFA
1981
Walkner Condon Financial Advisors
Wisconsin
– – -2,861 Closed
RAS
1982
RPS Advisory Solutions
Kentucky
– – -2,672 Closed
SMG
1983
Smart Money Group
Texas
– – -2,612 Closed
AFS
1984
AFG Fiduciary Services
Massachusetts
– – -2,598 Closed
LMKC
1985
L.M. Kohn & Company
Ohio
– – -2,597 Closed
WF
1986
WoodTrust Financial
Wisconsin
– – -2,586 Closed
JF
1987
Jump Financial
Illinois
– – -2,550 Closed
RFP
1988
Root Financial Partners
California
– – -2,541 Closed
FA
1989
Fiduciary Alliance
South Carolina
– – -2,496 Closed
PIM
1990
Penobscot Investment Management
Massachusetts
– – -2,470 Closed
TPWA
1991
TRUE Private Wealth Advisors
Oregon
– – -2,423 Closed
NWM
1992
Northwest Wealth Management
Iowa
– – -2,303 Closed
WI
1993
Wedgewood Investors
Pennsylvania
– – -2,267 Closed
ABC
1994
Associated Banc-Corp
Wisconsin
– – -2,256 Closed
FWP
1995
Falcon Wealth Planning
California
– – -2,193 Closed
TWM
1996
Tanglewood Wealth Management
Texas
– – -2,114 Closed
GIA
1997
Guyasuta Investment Advisors
Pennsylvania
– – -2,109 Closed
IFWM
1998
Institute for Wealth Management
Colorado
– – -2,095 Closed
CFA
1999
Cahill Financial Advisors
Minnesota
– – -2,089 Closed
AWG
2000
Altus Wealth Group
Colorado
– – -2,088 Closed
78 79
80
81 82