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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 %
CGFA
326
Colton Groome Financial Advisors
North Carolina
$18.3M +$3.25M +33,167 +22%
BIAS
327
Beacon Investment Advisory Services
New Jersey
$18.3M +$2.64M +26,961 +17%
WANY
328
Wealthspire Advisors (New York)
New York
$18.1M -$701K -7,161 -4%
SCM
329
Sheridan Capital Management
California
$18M -$354K -3,616 -2%
AG
330
Ascent Group
Virginia
$17.9M +$7.15K +73 +0%
IGAM
331
iA Global Asset Management
Quebec, Canada
$17.9M – – –
HP
332
Hilltop Partners
Indiana
$17.8M +$8.65M +88,313 +94%
Man Group
333
Man Group
United Kingdom
$17.8M +$8.85M +90,398 +99%
NCM
334
New Capital Management
Texas
$17.5M +$1.08M +11,053 +7%
BA
335
Ballast Advisors
Minnesota
$17.5M +$2.16M +22,046 +14%
BBVA
336
Banco Bilbao Vizcaya Argentaria
Spain
$17.4M -$2.55M -26,047 -13%
FTA
337
Financial & Tax Architects
Missouri
$17.2M +$9.68M +98,876 +128%
FHA
338
Flagship Harbor Advisors
Massachusetts
$16.9M +$9.31M +95,084 +122%
MA
339
Mutual Advisors
Nebraska
$16.5M +$1.39M +14,152 +9%
CCT
340
Chemung Canal Trust
New York
$16.5M -$1.5M -15,330 -8%
Principal Financial Group
341
Principal Financial Group
Iowa
$16.4M +$11.9M +121,608 +265%
MSAM
342
Moloney Securities Asset Management
Missouri
$16.4M +$16.4M +167,479 New
FFS
343
Founders Financial Securities
Maryland
$16.4M +$4.2M +42,926 +35%
SPC
344
Sigma Planning Corp
Michigan
$16.3M +$8.41M +85,915 +107%
RW
345
Regimen Wealth
Georgia
$16.1M +$606K +6,185 +4%
WT
346
Washington Trust
Rhode Island
$16.1M +$215K +2,195 +1%
FAIM
347
Financial Advocates Investment Management
Washington
$16M +$4.23M +43,115 +36%
VCA
348
Verdence Capital Advisors
Maryland
$16M +$1.42M +14,509 +10%
PCA
349
Peddock Capital Advisors
Massachusetts
$15.9M -$42.1K -430 -0.3%
LL
350
LPWM LLC
Minnesota
$15.8M -$491K -5,130 -3%
12 13
14
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