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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
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$823M
2
BlackRock
BlackRock
New York
$5.17B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.95B
4
USAA
United Services Automobile Association
Texas
$925M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$12.3B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.15B
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M
3
Jane Street
Jane Street
New York
$43.1M
4
SFC
Strategic Financial Concepts
Texas
$1.65M
5
Bank of America
Bank of America
North Carolina
$4.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
451
Corepath Wealth Partners
Arizona
$11.4M +$405K +4,072 +4%
CTA
452
Chesley Taft & Associates
Illinois
$11.4M +$220K +2,175 +2%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$11.4M -$270K -2,667 -2%
VHAM
454
Van Hulzen Asset Management
California
$11.4M -$46.1K -455 -0.4%
RFG
455
RFP Financial Group
Georgia
$11.3M +$95.8K +946 +0.9%
Kovitz Investment Group Partners
456
Kovitz Investment Group Partners
Illinois
$11.3M -$3.87M -38,286 -26%
AL
457
Aspiriant LLC
California
$11.2M +$296K +2,923 +3%
NW
458
NewEdge Wealth
Pennsylvania
$11.2M +$5M +49,400 +81%
BWS
459
Buck Wealth Strategies
Colorado
$11.2M -$778K -7,683 -6%
IWC
460
Integrated Wealth Concepts
Massachusetts
$11.1M +$2.74M +27,065 +33%
SF
461
Synovus Financial
Georgia
$11.1M +$1.15M +11,322 +12%
TFCP
462
Twin Focus Capital Partners
Massachusetts
$11M +$1.51M +14,872 +16%
Daiwa Securities Group
463
Daiwa Securities Group
Japan
$11M +$1.02M +10,110 +10%
APP
464
Avantax Planning Partners
Iowa
$11M -$1.91M -18,902 -15%
MPW
465
MGO Private Wealth
California
$10.9M -$14.6K -144 -0.1%
GHA
466
Granite Harbor Advisors
Texas
$10.9M +$548K +5,408 +5%
SFP
467
Strategic Financial Partners
Oregon
$10.9M +$1.33M +13,126 +14%
NL
468
NWAM LLC
Washington
$10.8M +$10.8M +106,900 New
MGIA
469
Moneta Group Investment Advisors
Missouri
$10.8M +$1.54M +15,177 +17%
PFM
470
Peak Financial Management
Massachusetts
$10.8M +$314K +3,097 +3%
PA
471
PFG Advisors
Arizona
$10.8M +$5.17K +51 +0%
CWM
472
Congress Wealth Management
Massachusetts
$10.7M -$1.47M -14,535 -12%
SHIM
473
Stone House Investment Management
Pennsylvania
$10.7M +$305K +3,009 +3%
ODIJL
474
One Day In July LLC
Vermont
$10.7M +$238K +2,354 +2%
AIA
475
Accelerate Investment Advisors
California
$10.7M +$10.7M +105,653 New
17 18
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