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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 %
COI
251
Connable Office Inc
Michigan
$30.6M 301,820 +2,880 +1%
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$30.5M 301,092 +15,445 +5%
WFS
253
Walker Financial Services
Kentucky
$30.3M 299,395 +42,049 +16%
FHB
254
First Hawaiian Bank
Hawaii
$30.3M 299,157 +3,030 +1%
CIP
255
Capital Insight Partners
Arizona
$29.9M 295,648 -29,897 -9%
KOC
256
Koss-Olinger Consulting
Florida
$29.9M 295,630 +11,253 +4%
LI
257
LVZ Inc
Michigan
$29.9M 295,409 -9,868 -3%
FHA
258
Flagship Harbor Advisors
Massachusetts
$29.8M 294,693 +294,693 New
SWM
259
Shakespeare Wealth Management
Wisconsin
$29.8M 294,048 +15,695 +6%
HI
260
Horizon Investments
North Carolina
$29.7M 295,527 +123,440 +72%
FSC
261
Full Sail Capital
Oklahoma
$29.7M 293,542 +3,447 +1%
PP
262
Passaic Partners
New Jersey
$29.7M 293,405 +17,892 +6%
TCM
263
TD Capital Management
Tennessee
$29.6M 292,455 -7,397 -2%
PWM
264
Perigon Wealth Management
California
$29.4M 290,710 +39,267 +16%
PA
265
Parallel Advisors
California
$29.3M 289,661 -322,236 -53%
RSWM
266
Robertson Stephens Wealth Management
California
$28.5M 281,243 +15,574 +6%
GBI
267
GP Brinson Investments
Illinois
$28.4M 280,650 – –
MMA
268
Miracle Mile Advisors
California
$28.3M 279,793 +55,673 +25%
ST
269
Smithfield Trust
Pennsylvania
$28.2M 278,688 +48,570 +21%
WANY
270
Wealthspire Advisors (New York)
New York
$28.2M 278,460 +104,029 +60%
GFWA
271
Grey Fox Wealth Advisors
Delaware
$28.1M 277,435 +110,930 +67%
FFA
272
First Foundation Advisors
California
$28M 276,977 +24,589 +10%
RFC
273
Regions Financial Corp
Alabama
$28M 276,082 +1,587 +0.6%
FHC
274
Fort Henry Capital
West Virginia
$27.8M 274,956 +41,709 +18%
SC
275
Scotia Capital
Ontario, Canada
$27.7M 273,174 -18,335 -6%
9 10
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