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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,733 hedge funds and large institutions have $91.1B invested in iShares Core US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 820 increasing their positions, 613 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.12%
Holding in Top 10
352
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.28%
% of All Funds
5.1%
New
131
Increased
820
Reduced
613
Closed
128
Calls
$26.1M
Puts
$3.21M
Net Calls
+$22.9M
Net Calls Change
+$61.4M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$1.73B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$9.35B
3
Goldman Sachs
Goldman Sachs
New York
$2.47B
4
Wells Fargo
Wells Fargo
California
$5.7B
5
RJA
Raymond James & Associates
Florida
$6.47B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.66B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$755M
3
PEGL
P/E Global LLC
Massachusetts
$50.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
5
USAA
United Services Automobile Association
Texas
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
276
Great Valley Advisor Group
Delaware
$23.6M +$1.07M +10,889 +5%
PA
277
Parkside Advisors
California
$23.5M +$658K +6,720 +3%
TWA
278
TCI Wealth Advisors
Arizona
$23.4M -$472K -4,816 -2%
FD
279
Financial Designs
California
$23.3M -$1.33M -13,569 -5%
TW
280
Transform Wealth
Colorado
$23.1M +$1.56M +15,959 +7%
HCM
281
Hudson Capital Management
New Jersey
$22.9M +$2.9M +29,616 +14%
HWA
282
Heartwood Wealth Advisors
Virginia
$22.8M +$1.77M +18,067 +8%
BFG
283
Berger Financial Group
Minnesota
$22.7M +$936K +9,558 +4%
CBT
284
Central Bank & Trust
Kentucky
$22.6M +$2.19M +22,334 +11%
HW
285
Hancock Whitney
Mississippi
$22.5M -$3.42M -34,920 -13%
MMA
286
Miracle Mile Advisors
California
$22.4M -$17M -173,467 -43%
FHC
287
Fort Henry Capital
West Virginia
$22.3M +$1.27M +12,959 +6%
VWA
288
Visionary Wealth Advisors
Illinois
$22.2M +$4.33M +44,171 +24%
ST
289
Smithfield Trust
Pennsylvania
$22M +$3.25M +33,206 +17%
VCM
290
Verger Capital Management
North Carolina
$21.3M +$982K +10,023 +5%
MAM
291
Madison Asset Management
Wisconsin
$21.3M -$382K -3,903 -2%
SWP
292
Summit Wealth Partners
Florida
$21.3M +$1.03M +10,563 +5%
WFS
293
Walker Financial Services
Kentucky
$21.3M +$21.3M +217,685 New
SFC
294
SYM Financial Corp
Indiana
$21.3M -$13.2M -134,277 -38%
FFA
295
First Foundation Advisors
California
$21.2M +$7.51M +76,647 +55%
AIA
296
Arbor Investment Advisors
North Carolina
$21.2M +$3.1M +31,612 +17%
ASN
297
Advisory Services Network
Georgia
$21M +$2.13M +21,743 +11%
EFM
298
Eley Financial Management
Vermont
$20.9M +$1.17M +11,976 +6%
LFS
299
Lutz Financial Services
Nebraska
$20.6M +$147K +1,503 +0.7%
MW
300
MBL Wealth
North Carolina
$20.5M +$1.64M +16,760 +9%
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