AGG icon

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 %
SWP
351
Stratos Wealth Partners
Ohio
$18.5M +$778K +7,684 +4%
SF
352
Summit Financial
New Jersey
$18.4M +$5.38M +53,086 +41%
CAM
353
Cresset Asset Management
Illinois
$18.3M -$731K -7,223 -4%
LFAS
354
Level Four Advisory Services
Texas
$18.3M +$880K +8,941 +5%
SFA
355
Sequoia Financial Advisors
Ohio
$18.3M -$4.46M -44,070 -20%
SCM
356
Sheridan Capital Management
California
$18.3M -$88.6K -875 -0.5%
IWM
357
IHT Wealth Management
Illinois
$17.8M +$1.34M +13,273 +8%
LL
358
LPWM LLC
Minnesota
$17.7M +$1.16M +11,496 +7%
FIM
359
Freedom Investment Management
Connecticut
$17.5M +$623K +6,151 +4%
SCI
360
Silver Coast Investments
United States
$17.4M +$524K +5,179 +3%
HCC
361
Hirtle Callaghan & Co
Pennsylvania
$17.3M -$10.3M – –
RW
362
Regimen Wealth
Georgia
$17.3M +$352K +3,480 +2%
RCS
363
Retirement Capital Strategies
California
$17.3M +$17.3M +170,388 New
FAIM
364
Financial Advocates Investment Management
Washington
$17.2M +$281K +2,786 +2%
GSWM
365
Greenup Street Wealth Management
Michigan
$17.2M +$464K +4,579 +3%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$17.1M +$1.49M +14,719 +10%
PIMG
367
Patriot Investment Management Group
Tennessee
$17M +$942K +9,302 +6%
PFS
368
Prospera Financial Services
Texas
$17M +$2.03M +20,022 +14%
TWM
369
Tanager Wealth Management
United Kingdom
$17M +$2.07M +20,469 +14%
WPW
370
Watershed Private Wealth
Illinois
$17M +$4.11M +40,623 +32%
WT
371
Washington Trust
Rhode Island
$16.9M +$272K +2,681 +2%
SA
372
Skyline Advisors
Washington
$16.8M +$4.25K +42 +0%
PWP
373
PrairieView Wealth Partners
Illinois
$16.8M +$12.3M +121,485 +275%
MW
374
Marcum Wealth
Ohio
$16.8M +$785K +7,756 +5%
CFFNO
375
Common Fund For Nonprofit Organizations
Connecticut
$16.8M +$10.9M +107,251 +184%
13 14
15
16 17