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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 %
GWSG
376
GPS Wealth Strategies Group
Colorado
$16.7M +$16.4M +161,744 +4,536%
TCBWMS
377
Texas Capital Bank Wealth Management Services
Texas
$16.7M +$3.62M +35,786 +28%
ACM
378
Agincourt Capital Management
Virginia
$16.6M +$68.4K +675 +0.4%
CCT
379
Chemung Canal Trust
New York
$16.6M +$971K +9,590 +6%
Schroder Investment Management Group
380
Schroder Investment Management Group
United Kingdom
$16.6M -$11.3M -111,563 -41%
CAL
381
Capital Analysts LLC
Pennsylvania
$16.5M -$920K -9,085 -5%
CL
382
Choreo LLC
Illinois
$16.4M +$433K +4,268 +3%
JJBC
383
James J. Burns & Company
New York
$16.4M +$387K +3,826 +2%
PCA
384
Peddock Capital Advisors
Massachusetts
$16.4M +$94K +928 +0.6%
PFA
385
Pure Financial Advisors
California
$16.3M -$712K -7,029 -4%
FTA
386
Financial & Tax Architects
Missouri
$16.2M -$1.31M -12,984 -8%
LBC
387
Lowe Brockenbrough & Co
Virginia
$16.2M +$6.88M +67,960 +74%
LAM
388
Lifestyle Asset Management
Texas
$15.9M +$8.36M +82,538 +111%
AIA
389
Alera Investment Advisors
Illinois
$15.8M +$41K +405 +0.3%
MA
390
Marquette Associates
Illinois
$15.6M – – –
TIA
391
Tiemann Investment Advisors
California
$15.5M +$221K +2,187 +1%
AWM
392
AE Wealth Management
Kansas
$15.4M +$3.54K +35 +0%
BWM
393
Boyd Wealth Management
California
$15.1M -$1.53M -15,073 -9%
PCP
394
Proficio Capital Partners
Massachusetts
$15M +$12M +118,459 +393%
ISWM
395
Independent Solutions Wealth Management
New York
$15M -$315K -3,110 -2%
Principal Financial Group
396
Principal Financial Group
Iowa
$15M -$641K -6,331 -4%
MBT
397
Montecito Bank & Trust
California
$14.8M +$14.8M +146,453 New
AI
398
Accredited Investors
Minnesota
$14.8M -$2.11M -20,796 -12%
MFG
399
MidWestOne Financial Group
Iowa
$14.8M +$13M +128,857 +764%
CWM
400
Chesapeake Wealth Management
Virginia
$14.7M +$1.09M +10,802 +8%
14 15
16
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