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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$12.5B 128,947,585 +7,463,618 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$7.55B 77,873,077 +77,873,077 New
Wells Fargo
3
Wells Fargo
California
$5.22B 53,836,254 +3,007,758 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5B 51,597,816 +2,718,705 +6%
Bank of America
5
Bank of America
North Carolina
$4.24B 43,758,246 +3,944,353 +10%
BlackRock
6
BlackRock
New York
$4.16B 42,895,883 -8,132,888 -16%
US Bancorp
7
US Bancorp
Minnesota
$3.3B 34,048,215 -3,212,525 -9%
Morgan Stanley
8
Morgan Stanley
New York
$3.16B 32,612,398 +4,450,821 +16%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$2.27B 23,411,435 +882,233 +4%
Betterment LLC
10
Betterment LLC
New York
$1.93B 19,893,388 +1,129,571 +6%
Ameriprise
11
Ameriprise
Minnesota
$1.85B 19,130,645 +8,223,945 +75%
Goldman Sachs
12
Goldman Sachs
New York
$1.8B 18,527,689 -7,757,878 -30%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$1.63B 16,773 -2,116 -11%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$1.62B 16,681,363 -2,164,617 -11%
Northern Trust
15
Northern Trust
Illinois
$1.43B 14,764,305 -171,867 -1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.39B 14,334,897 +1,516,800 +12%
JHU
17
Johns Hopkins University
Maryland
$1.37B 14,159,616 +14,159,616 New
APSPRSPT
18
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B 13,346,704 +5,220,182 +64%
Creative Planning
19
Creative Planning
Kansas
$1.25B 12,879,420 +247,996 +2%
AA
20
Acorns Advisers
California
$1.19B 12,235,073 +787,319 +7%
Charles Schwab
21
Charles Schwab
California
$1.08B 11,152,811 -354,929 -3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.01B 10,429,324 +920,300 +10%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.01B 10,389,943 -1,556,122 -13%
FCBT
24
First Citizens Bank & Trust
North Carolina
$997M 10,290,042 -32,432 -0.3%
WI
25
WealthNavi Inc
Japan
$976M 10,070,637 +207,960 +2%
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