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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 %
AF
326
Advisornet Financial
Minnesota
$20.7M +$4.83M +47,700 +30%
SW
327
SVB Wealth
Massachusetts
$20.7M -$54.4M -537,575 -72%
MWM
328
Modera Wealth Management
New Jersey
$20.5M +$247K +2,440 +1%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$20.3M -$2.01M -19,876 -9%
AG
330
Ascent Group
Virginia
$20.2M -$746K -7,362 -4%
MSFS
331
Main Street Financial Solutions
Pennsylvania
$20.2M +$249K +2,462 +1%
WI
332
WrapManager Inc
California
$20.1M +$2.86M +28,225 +17%
NIM
333
NEOS Investment Management
Connecticut
$20.1M +$14.2M +141,014 +244%
AFG
334
Atomi Financial Group
New York
$20M -$347K -3,427 -2%
Brown Advisory
335
Brown Advisory
Maryland
$19.9M +$1.56M +15,419 +8%
MAM
336
Madison Asset Management
Wisconsin
$19.9M -$238K -2,354 -1%
WC
337
Waterloo Capital
Texas
$19.8M +$7.44M +73,489 +60%
FIA
338
Foundations Investment Advisors
Arizona
$19.7M +$10.5M +103,427 +114%
SFSG
339
Sound Financial Strategies Group
Mississippi
$19.6M -$943K -9,307 -5%
PFP
340
Pinnacle Financial Partners
Tennessee
$19.5M +$9.88M +97,576 +103%
CAMG
341
CWA Asset Management Group
Florida
$19.1M +$19.1M +188,773 New
TBC
342
Ted Buchan & Co
California
$19.1M +$2.19M +21,646 +13%
CGFA
343
Colton Groome Financial Advisors
North Carolina
$19.1M -$420K -4,152 -2%
Financial Engines Advisors
344
Financial Engines Advisors
California
$18.9M -$866K -8,553 -4%
SPC
345
Sigma Planning Corp
Michigan
$18.9M +$2.01M +19,830 +12%
BA
346
Ballast Advisors
Minnesota
$18.8M +$280K +2,764 +2%
VAS
347
Vestmark Advisory Solutions
Massachusetts
$18.7M +$533K +5,260 +3%
CFP
348
Catalyst Financial Partners
Massachusetts
$18.7M +$1.13M +11,121 +6%
VCA
349
Verdence Capital Advisors
Maryland
$18.6M +$1.92M +18,995 +12%
SWA
350
Stratos Wealth Advisors
Ohio
$18.6M -$1.62M -15,996 -8%
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