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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 %
SFG
476
Somnio Financial Group
Connecticut
$10.7M +$388K +3,832 +4%
FA
477
Fagan Associates
New York
$10.7M +$575K +5,682 +6%
EK
478
Evensky & Katz
Florida
$10.5M +$820K +8,101 +8%
SWG
479
Summit Wealth Group
Vermont
$10.4M -$858K -8,471 -8%
FWC
480
First Washington Corp
Washington
$10.4M – – –
CG
481
Cynosure Group
Utah
$10.4M -$1.44M -14,223 -12%
FG
482
Fiduciary Group
Georgia
$10.4M +$5.77M +57,021 +126%
LHWM
483
Lake Hills Wealth Management
Texas
$10.3M -$230K -2,271 -2%
BWA
484
BlueSky Wealth Advisors
North Carolina
$10.3M -$141K -1,388 -1%
FA
485
FDx Advisors
Illinois
$10.3M -$881K -8,703 -8%
SSW
486
Smith Shellnut Wilson
Mississippi
$10.2M +$1.88M +18,574 +23%
CPIG
487
Chicago Partners Investment Group
Illinois
$10.2M +$162K +1,647 +2%
TAM
488
TCP Asset Management
Ohio
$10.1M -$5.23M -51,686 -34%
HIA
489
HTG Investment Advisors
Connecticut
$10.1M +$830K +8,199 +9%
AFG
490
ABLE Financial Group
Arizona
$10.1M +$630K +6,221 +7%
AFS
491
Amtrust Financial Services
New York
$9.98M – – –
THL
492
Tillman Hartley LLC
Colorado
$9.87M +$2.01M +19,825 +26%
ES
493
Eagle Strategies
New York
$9.83M +$1.52M +14,991 +18%
KFO
494
Kopp Family Office
Minnesota
$9.82M +$9.82M +97,000 New
PI
495
Parkside Investments
Illinois
$9.81M +$9.81M +96,905 New
MCC
496
Money Concepts Capital
Florida
$9.8M +$1.29M +12,758 +15%
Susquehanna International Group
497
Susquehanna International Group
Pennsylvania
$9.79M -$2.41M -23,769 -20%
BEI
498
Benjamin Edwards Inc
Missouri
$9.74M +$9.05M +89,322 +1,294%
OIA
499
OneDigital Investment Advisors
Kansas
$9.71M +$1.49M +14,748 +18%
AA
500
Addison Advisors
Vermont
$9.68M +$1.26M +12,479 +15%
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