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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 %
TIA
376
Tiemann Investment Advisors
California
$14.3M +$1.63M +16,669 +13%
PFS
377
Prospera Financial Services
Texas
$14.2M +$387K +3,948 +3%
PFA
378
Pure Financial Advisors
California
$14.2M +$1.22M +12,427 +9%
GA
379
Greenspring Advisors
Maryland
$14.2M +$3.57M +36,407 +34%
MW
380
Marcum Wealth
Ohio
$14.1M +$2.94M +30,068 +26%
SFS
381
Sowell Financial Services
Arkansas
$14.1M -$198K -2,020 -1%
CPW
382
Crestmont Private Wealth
Texas
$14M -$1.14M -11,605 -7%
PIMG
383
Patriot Investment Management Group
Tennessee
$13.9M +$2.94M +29,989 +27%
WB
384
Webster Bank
Connecticut
$13.9M +$954K +9,739 +7%
CWA
385
Continuum Wealth Advisors
New York
$13.9M +$1.85M +18,939 +15%
WIA
386
Wetzel Investment Advisors
Indiana
$13.8M +$110K +1,153 +0.8%
AWM
387
Ameliora Wealth Management
Switzerland
$13.7M +$1.46M +14,874 +12%
MWM
388
Modera Wealth Management
New Jersey
$13.5M +$917K +9,363 +7%
TOTSC
389
Trustees of the Smith College
Massachusetts
$13.5M -$3.31M -33,758 -20%
RHP
390
Royal Harbor Partners
Texas
$13.5M +$187K +1,905 +1%
GFG
391
Greystone Financial Group
Michigan
$13.4M -$9.43M -96,247 -41%
TWM
392
Tanager Wealth Management
United Kingdom
$13.4M -$303K -3,094 -2%
IFA
393
Interactive Financial Advisors
Illinois
$13.4M +$13.2M +134,998 +9,072%
GCA
394
Greenwood Capital Associates
South Carolina
$13.2M +$348K +3,549 +3%
CWM
395
Chesapeake Wealth Management
Virginia
$13.2M +$877K +8,957 +7%
OWA
396
Octavia Wealth Advisors
Ohio
$13.1M +$11.7M +119,950 +849%
APP
397
Avantax Planning Partners
Iowa
$13M -$640K -6,530 -5%
AF
398
Advisornet Financial
Minnesota
$13M +$2.22M +22,639 +21%
PFT
399
Providence First Trust
Arizona
$12.9M +$2.92M +29,856 +29%
EIP
400
Easterly Investment Partners
Massachusetts
$12.9M +$490K +4,999 +4%
14 15
16
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