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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 %
MA
276
Mutual Advisors
Nebraska
$27.5M 278,844 -6,095 -2%
AIA
277
Arbor Investment Advisors
North Carolina
$27M 267,021 +21,122 +9%
UBV
278
United Bank (Virginia)
Virginia
$27M 266,824 +266,824 New
FBT
279
First Bank & Trust
South Dakota
$27M 266,482 +1,539 +0.6%
EBT
280
Enterprise Bank & Trust
Massachusetts
$27M 266,183 +9,887 +4%
MCM
281
MV Capital Management
Maryland
$26.6M 263,145 +10,100 +4%
B
282
Barings
North Carolina
$26.6M 262,938 -418,496 -61%
HCM
283
Hudson Capital Management
New Jersey
$26.5M 261,533 +23,224 +10%
PA
284
Parkside Advisors
California
$26.2M 258,739 +11,125 +4%
TPCW
285
TD Private Client Wealth
New York
$25.9M 255,363 +159,358 +166%
TW
286
Transform Wealth
Colorado
$25.6M 252,735 +7,801 +3%
SC
287
Syon Capital
California
$25.6M 252,539 +19,038 +8%
GGS
288
Galvin Gaustad & Stein
Arizona
$25.5M 252,246 +5,727 +2%
HW
289
Hancock Whitney
Mississippi
$25.4M 250,706 -231 -0.1%
FCIM
290
Fairview Capital Investment Management
California
$25.2M 249,295 +11,235 +5%
Lazard Asset Management
291
Lazard Asset Management
New York
– – – –
FD
292
Financial Designs
California
$24.5M 241,694 +3,661 +2%
BFG
293
Berger Financial Group
Minnesota
$24.4M 240,537 +9,575 +4%
MTC
294
Matrix Trust Company
Colorado
$24.2M 239,410 +31,570 +15%
HWA
295
Heartwood Wealth Advisors
Virginia
$24.2M 238,788 +2,489 +1%
EFM
296
Eley Financial Management
Vermont
$24.2M 238,618 +20,869 +10%
GA
297
Greenspring Advisors
Maryland
$23.9M 235,634 +34,069 +17%
CFGS
298
Concourse Financial Group Securities
Alabama
$23.8M 234,970 -3,804 -2%
SWP
299
Summit Wealth Partners
Florida
$23.6M 233,153 +749 +0.3%
VWA
300
Visionary Wealth Advisors
Illinois
$23.5M 232,225 +1,963 +0.9%
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