AGG icon

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.

Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.13%
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
1
Betterment LLC
New York
$1.73B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.35B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.47B
4
Wells Fargo
4
Wells Fargo
California
$5.7B
5
RJA
5
Raymond James & Associates
Florida
$6.47B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.66B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$755M
3
PEGL
3
P/E Global LLC
Massachusetts
$50.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$0
5
USAA
5
United Services Automobile Association
Texas
$532M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$714M 7,288,957 -143,035 -2%
Truist Financial
27
Truist Financial
North Carolina
$671M 6,846,718 +464,137 +7%
LPL Financial
28
LPL Financial
California
$647M 6,602,135 -470,714 -7%
Mariner
29
Mariner
Kansas
$640M 6,533,184 +1,609,029 +33%
COPPSERS
30
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$628M 6,416,986 +37,870 +0.6%
FMI
31
Factory Mutual Insurance
Massachusetts
$600M 6,125,091 +2,045,215 +50%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$568M 5,794,919 +211,990 +4%
Members Trust
33
Members Trust
Florida
$558M 5,697,795 +100,804 +2%
Stifel Financial
34
Stifel Financial
Missouri
$551M 5,622,744 +238,535 +4%
USAA
35
United Services Automobile Association
Texas
$532M 5,428,732 -2,729,450 -33%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$524M 5,346,714 +266,270 +5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$522M 5,330,712 +244,651 +5%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$386M 3,945,658 +355,658 +10%
DADC
39
D.A. Davidson & Co
Montana
$383M 3,908,874 +332,104 +9%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$375M 3,827,408 +2,371,882 +163%
AAS
41
Avantax Advisory Services
Texas
$351M 3,588,772 +74,059 +2%
Citigroup
42
Citigroup
New York
$309M 3,157,448 +270,846 +9%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$288M 2,938,061 -13,608 -0.5%
SWM
44
SigFig Wealth Management
California
$272M 2,780,267 +36,150 +1%
BL
45
Balentine LLC
Georgia
$244M 2,494,209 +105,842 +4%
AllianceBernstein
46
AllianceBernstein
Tennessee
$234M 2,388,681 +160,473 +7%
SDIC
47
South Dakota Investment Council
South Dakota
$230M 2,344,500 – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$220M 2,250,511 +148,159 +7%
SFA
49
Sequoia Financial Advisors
Ohio
$218M 2,220,916 +140,152 +7%
BTI
50
Blue Trust Inc
Georgia
$210M 2,145,431 +45,773 +2%
1
2
3 4 5