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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.12%
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
Betterment LLC
New York
+$784M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$675M
3
Goldman Sachs
Goldman Sachs
New York
+$584M
4
Wells Fargo
Wells Fargo
California
+$391M
5
RJA
Raymond James & Associates
Florida
+$293M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$754M
3
PEGL
P/E Global LLC
Massachusetts
-$610M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$349M
5
USAA
United Services Automobile Association
Texas
-$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
THL
501
Tillman Hartley LLC
Colorado
$8.43M +$403K +4,118 +5%
PFP
502
Pinnacle Financial Partners
Tennessee
$8.41M +$1.2M +12,208 +17%
AA
503
AJ Advisors
Tennessee
$8.37M +$25K +255 +0.3%
TFCP
504
Twin Focus Capital Partners
Massachusetts
$8.35M +$2.11M +21,527 +34%
HIA
505
HTG Investment Advisors
Connecticut
$8.32M +$946K +9,664 +13%
ECM
506
Exchange Capital Management
Michigan
$8.21M +$142K +1,446 +2%
LSAG
507
Lake Street Advisors Group
New Hampshire
$8.21M +$6.37K +65 +0.1%
BBW
508
Blue Barn Wealth
Utah
$8.15M +$443K +4,521 +6%
FCM
509
Firestone Capital Management
Florida
$8.09M +$32.9K +336 +0.4%
FIA
510
Foundations Investment Advisors
Arizona
$8.09M -$5.28M -53,918 -40%
LBC
511
Lowe Brockenbrough & Co
Virginia
$8.08M -$5.77M -58,950 -42%
SF
512
SWP Financial
California
$8.06M +$815K +8,371 +11%
MWA
513
Motive Wealth Advisors
Michigan
$8.02M +$4.47M +45,671 +126%
TPCW
514
TD Private Client Wealth
New York
$8.02M -$3.31M -33,842 -29%
GDP
515
Great Diamond Partners
Maine
$7.91M +$227K +2,317 +3%
FWM
516
FFT Wealth Management
Pennsylvania
$7.9M -$52.7M -538,177 -87%
BRWA
517
B. Riley Wealth Advisors
Florida
$7.9M -$198K -2,102 -2%
Natixis Advisors
518
Natixis Advisors
Massachusetts
$7.85M -$54.5M -556,746 -87%
SFC
519
Strategic Financial Concepts
Texas
$7.83M +$2M +20,408 +34%
CL
520
Choreo LLC
Illinois
$7.83M +$2.76M +28,185 +54%
LWM
521
Lionsbridge Wealth Management
Florida
$7.74M +$184K +1,879 +2%
OWM
522
Opes Wealth Management
California
$7.73M +$442K +4,510 +6%
OC
523
Oppenheimer & Co
New York
$7.66M +$997K +10,176 +15%
FFA
524
Farther Finance Advisors
California
$7.65M -$90.4K -933 -1%
MPPLM
525
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.61M +$315K +3,213 +4%
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