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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 %
YWM
2001
Yoder Wealth Management
California
– – -2,052 Closed
EWM
2002
Evercore Wealth Management
New York
– – -2,045 Closed
PHIC
2003
Pine Haven Investment Counsel
Massachusetts
– – -2,040 Closed
RWI
2004
Red Wave Investments
Pennsylvania
– – -2,008 Closed
WSCM
2005
Wellington Shields Capital Management
New York
– – -2,000 Closed
MCG
2006
McCollum Christoferson Group
New York
– – -2,000 Closed
GT
2007
Greenleaf Trust
Michigan
– – -1,995 Closed
SFG
2008
Sovereign Financial Group
Connecticut
– – -1,983 Closed
RWM
2009
Reston Wealth Management
Virginia
– – -1,616 Closed
BCM
2010
Blume Capital Management
California
– – -1,416 Closed
MFG
2011
Mendota Financial Group
Wisconsin
– – -1,392 Closed
PMFA
2012
Plante Moran Financial Advisors
Michigan
– – -1,243 Closed
WSC
2013
Wellington Shields & Co
New York
– – -978 Closed
SWC
2014
Spectrum Wealth Counsel
Indiana
– – -774 Closed
HWP
2015
Highline Wealth Partners
California
– – -670 Closed
WC
2016
Westwind Capital
New Mexico
– – -601 Closed
GGI
2017
Godsey & Gibb Inc
Virginia
– – -582 Closed
CYG
2018
Clean Yield Group
Vermont
– – -406 Closed
BWP
2019
Baldwin Wealth Partners
Massachusetts
– – -342 Closed
CICI
2020
Capital Investment Counsel Inc
North Carolina
– – -238 Closed
SVCP
2021
Silicon Valley Capital Partners
California
– – -236 Closed
EAM
2022
Eukles Asset Management
Ohio
– – -171 Closed
MFA
2023
McClarren Financial Advisors
Pennsylvania
– – -101 Closed
LFA
2024
Legend Financial Advisors
Pennsylvania
– – -97 Closed
UCI
2025
Uncommon Cents Investing
Wisconsin
– – -86 Closed
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