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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BCG
301
BayBridge Capital Group
California
$23.4M +$1.61M +15,897 +7%
LL
302
LWMG LLC
Minnesota
$23.3M +$13.1M +129,540 +129%
BDF
303
Black Diamond Financial
Maryland
$22.8M +$2.9M +28,620 +15%
IGAM
304
iA Global Asset Management
Quebec, Canada
$22.7M +$12.6M +124,700 +126%
MG
305
Mather Group
Illinois
$22.6M +$12.7M +125,677 +129%
SFA
306
Souders Financial Advisors
Ohio
$22.5M -$2.97M -29,344 -12%
UW
307
Unique Wealth
Florida
$22.4M +$5.67M +56,030 +34%
CBT
308
Central Bank & Trust
Kentucky
$22.3M -$1.6M -15,771 -7%
BOH
309
Bank of Hawaii
Hawaii
$22.2M -$9.25M -91,382 -29%
ASN
310
Advisory Services Network
Georgia
$22.1M – – –
LSC
311
Logan Stone Capital
Illinois
$22M +$22M +217,500 New
CC
312
Cultivar Capital
Texas
$22M +$800K +7,897 +4%
TWA
313
TCI Wealth Advisors
Arizona
$22M -$78.6K -776 -0.4%
BIAS
314
Beacon Investment Advisory Services
New Jersey
$21.8M +$1.61M +15,941 +8%
AWM
315
Ameliora Wealth Management
Switzerland
$21.8M +$6.93M +68,438 +47%
ACP
316
Aveo Capital Partners
Colorado
$21.7M +$6.37M +62,943 +41%
DT
317
Diversified Trust
Tennessee
$21.6M +$1.85M +18,305 +9%
OWA
318
Octavia Wealth Advisors
Ohio
$21.6M +$4.66M +46,004 +28%
LFS
319
Lutz Financial Services
Nebraska
$21.3M +$223K +2,200 +1%
BC
320
Bowman & Company
Wisconsin
$21.2M -$20.8K -205 -0.1%
SFG
321
Snider Financial Group
Washington
$21.2M +$217K +2,145 +1%
OBWG
322
Onyx Bridge Wealth Group
New York
$21.1M +$1.1M +10,817 +5%
VA
323
Valmark Advisers
Ohio
$21M +$338K +3,337 +2%
PWM
324
Partnership Wealth Management
Maryland
$20.9M +$20.9M +205,968 New
HI
325
Hudock Inc
Pennsylvania
$20.8M -$317K -3,134 -2%
11 12
13
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