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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 %
HI
351
Horizon Investments
North Carolina
$15.8M +$4.12M +42,272 +35%
CAL
352
Capital Analysts LLC
Pennsylvania
$15.7M -$383K -3,908 -2%
TGAM
353
TBH Global Asset Management
Tennessee
$15.7M -$3.33M -34,021 -18%
RCAG
354
Rehmann Capital Advisory Group
Michigan
$15.6M -$1.8M -18,350 -10%
GFWA
355
Grey Fox Wealth Advisors
Delaware
$15.6M +$2.56M +26,121 +20%
SA
356
Skyline Advisors
Washington
$15.6M +$132K +1,352 +0.9%
WI
357
WrapManager Inc
California
$15.6M +$1.44M +14,668 +10%
ACM
358
Agincourt Capital Management
Virginia
$15.6M +$906K +9,250 +6%
QFA
359
Quattro Financial Advisors
Texas
$15.5M +$15.5M +158,057 +159,654%
DT
360
Diversified Trust
Tennessee
$15.5M +$2.03M +20,699 +15%
AWMNH
361
Arcadia Wealth Management (New Hampshire)
New Hampshire
$15.4M +$5.33M +54,254 +53%
IWM
362
IHT Wealth Management
Illinois
$15.4M +$2.37M +24,173 +18%
UW
363
Unique Wealth
Florida
$15.2M +$33K +337 +0.2%
MA
364
Marquette Associates
Illinois
$15.1M – – –
9WM
365
9258 Wealth Management
Ohio
$15.1M +$101K +1,033 +0.7%
CCA
366
Clearwater Capital Advisors
Illinois
$15M -$121K -1,234 -0.8%
EWA
367
Exencial Wealth Advisors
Oklahoma
$14.9M -$79K -807 -0.5%
TAM
368
TCP Asset Management
Ohio
$14.7M -$583K -5,954 -4%
ISWM
369
Independent Solutions Wealth Management
New York
$14.7M +$945K +9,644 +7%
ACP
370
Aveo Capital Partners
Colorado
$14.7M +$5.83M +60,581 +66%
FIM
371
Freedom Investment Management
Connecticut
$14.6M +$1.9M +19,396 +15%
Empower Advisory Group
372
Empower Advisory Group
Colorado
$14.6M -$130M -1,330,637 -90%
CWM
373
Calamos Wealth Management
Illinois
$14.6M +$78.3K +799 +0.5%
ICMARC
374
International City Management Association Retirement Corp
District of Columbia
$14.4M – – –
CFP
375
Catalyst Financial Partners
Massachusetts
$14.4M +$1.81M +18,903 +14%
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