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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,782 hedge funds and large institutions have $105B invested in iShares Core US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 904 increasing their positions, 539 reducing their positions, and 102 closing their positions.

Holders
1,782
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
25.78%
Holding in Top 10
354
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.36%
% of All Funds
5.12%
New
153
Increased
904
Reduced
539
Closed
102
Calls
$11.4M
Puts
$55.5M
Net Calls
-$44.1M
Net Calls Change
-$33.6M

Top Buyers

1
APSPRSPT
1
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$823M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.95B
4
USAA
4
United Services Automobile Association
Texas
$925M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$12.3B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.15B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M
3
Jane Street
3
Jane Street
New York
$43.1M
4
SFC
4
Strategic Financial Concepts
Texas
$1.65M
5
Bank of America
5
Bank of America
North Carolina
$4.03B
Name Market Value Shares Shares
Change 		Shares
Change %
Man Group
226
Man Group
United Kingdom
$34.5M 341,095 +115,534 +51%
AWM
227
Abound Wealth Management
Tennessee
$34.4M 339,829 +19,387 +6%
SWM
228
Spire Wealth Management
Virginia
$34.4M 339,556 -5,534 -2%
KAS
229
Kestra Advisory Services
Texas
$34.1M 336,946 +33,476 +11%
HFS
230
Hantz Financial Services
Michigan
$34.1M 336,823 +55,219 +20%
CIA
231
Concurrent Investment Advisors
Florida
$34.1M 336,717 +14,278 +4%
BFA
232
Bright Financial Advisors
Michigan
$33.9M 334,655 +10,702 +3%
AF
233
Allworth Financial
California
$33.7M 333,226 +29,458 +10%
PWM
234
Prentice Wealth Management
New York
$33.6M 332,052 +13,053 +4%
CM
235
Cornerstone Management
Georgia
$33.5M 330,657 -192 -0.1%
BF
236
BOK Financial
Oklahoma
$33.5M 332,761 +32,971 +11%
TA
237
Tectonic Advisors
Texas
$33.2M 327,815 +23,578 +8%
BSSFA
238
Baron Silver Stevens Financial Advisors
Florida
$33.2M 327,421 +19,909 +6%
AAP
239
Arax Advisory Partners
Colorado
$33.1M 326,707 +281,714 +626%
NMIMC
240
Northwestern Mutual Investment Management Company
Wisconsin
$32.9M 325,363 -9,702 -3%
EIG
241
Ellenbecker Investment Group
Wisconsin
$32.5M 320,957 +7,139 +2%
FPCP
242
Fort Point Capital Partners
California
$32.4M 320,259 +3,964 +1%
GA
243
Geller Advisors
New York
$32.2M 318,324 +20,843 +7%
WIA
244
World Investment Advisors
California
$32M 316,352 +299,854 +1,818%
LPT
245
Legacy Private Trust
Wisconsin
$31.9M 314,893 +6,189 +2%
BBNA
246
Bremer Bank National Association
Minnesota
$31.3M 308,753 +199,840 +183%
GVAG
247
Great Valley Advisor Group
Delaware
$31.1M 307,569 +55,408 +22%
DWM
248
Dakota Wealth Management
Florida
$31.1M 306,948 -29,284 -9%
DIP
249
DT Investment Partners
Pennsylvania
$30.7M 303,447 +27,804 +10%
FFS
250
Founders Financial Securities
Maryland
$30.6M 302,388 +116,703 +63%
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