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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 %
CH
426
Canton Hathaway
Rhode Island
$13.3M – – –
William Blair & Company
427
William Blair & Company
Illinois
$13.1M +$1.18M +11,650 +10%
CB
428
Commerce Bank
Missouri
$13.1M +$52.2K +515 +0.4%
RCAG
429
Rehmann Capital Advisory Group
Michigan
$13M -$3.35M -33,109 -21%
NC
430
NewSquare Capital
Pennsylvania
$12.8M +$146K +1,437 +1%
GCA
431
Greenwood Capital Associates
South Carolina
$12.8M +$218K +2,157 +2%
I2I
432
Insight 2811 Inc
Illinois
$12.8M +$1.91M +18,813 +18%
FCT
433
Family Capital Trust
Massachusetts
$12.7M -$4.76K -47 -0%
SFS
434
Sowell Financial Services
Arkansas
$12.3M -$629K -6,216 -5%
HNB
435
Huntington National Bank
Ohio
$12.3M -$10.2M – –
HFS
436
HBC Financial Services
Washington
$12.2M +$188K +1,910 +2%
TGAM
437
TBH Global Asset Management
Tennessee
$12.2M -$1.13M -11,201 -9%
EWS
438
Evergreen Wealth Solutions
Pennsylvania
$12.1M +$685K +6,760 +6%
BF
439
Blankinship & Foster
California
$12M -$306K -3,017 -2%
CCA
440
Conservest Capital Advisors
Pennsylvania
$12M – – –
LWP
441
LMG Wealth Partners
Louisiana
$11.9M +$637K +6,294 +6%
LIA
442
LifePlan Investment Advisors
North Carolina
$11.8M +$197K +1,948 +2%
CAM
443
Creekmur Asset Management
Illinois
$11.7M +$2.46M +24,245 +26%
AIA
444
Ally Invest Advisors
North Carolina
$11.7M +$702K +6,932 +6%
SCP
445
Silverleafe Capital Partners
Tennessee
$11.6M +$22.7K +224 +0.2%
CCM
446
Coldstream Capital Management
Washington
$11.6M +$7.99M +80,469 +219%
D
447
Diversified
Delaware
$11.6M +$281K +2,778 +2%
DE
448
Diversified Enterprises
Delaware
$11.6M +$11.6M +114,578 New
AWA
449
Aquire Wealth Advisors
Utah
$11.6M +$525K +5,180 +5%
RWPA
450
Richard W. Paul & Associates
Michigan
$11.5M +$743K +7,333 +7%
16 17
18
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