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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 %
Kayne Anderson Rudnick Investment Management
501
Kayne Anderson Rudnick Investment Management
California
$9.63M +$1.56M +15,442 +19%
RC
502
Roundview Capital
New Jersey
$9.6M +$260K +2,566 +3%
SC
503
Slow Capital
California
$9.6M +$187K +1,844 +2%
FTS
504
Fifth Third Securities
Ohio
$9.59M -$1.13M -11,182 -11%
GC
505
Grimes & Company
Massachusetts
$9.56M +$349K +3,443 +4%
DC
506
Destiny Capital
Colorado
$9.54M +$1.44M +14,632 +18%
CFA
507
Capstone Financial Advisors
Illinois
$9.54M +$123K +1,217 +1%
LP
508
LGL Partners
Pennsylvania
$9.47M +$171K +1,686 +2%
CIP
509
Chartwell Investment Partners
Pennsylvania
$9.44M -$50.9K -503 -0.5%
FA
510
Flagstar Advisors
New York
$9.38M +$219K +2,161 +2%
GAG
511
GM Advisory Group
New York
$9.28M +$70.5K +696 +0.8%
BBW
512
Blue Barn Wealth
Utah
$9.27M +$620K +6,126 +7%
SAW
513
Signal Advisors Wealth
Michigan
$9.25M +$9.25M +91,323 New
AWMG
514
Alliance Wealth Management Group
New Jersey
$9.24M +$1.31M +12,984 +17%
SFS
515
Sharp Financial Services
Pennsylvania
$9.24M +$815K +8,052 +10%
OC
516
Oppenheimer & Co
New York
$9.19M -$437K -4,317 -5%
BRWA
517
B. Riley Wealth Advisors
Florida
$9.11M +$900K +8,911 +11%
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
$9.1M -$2.06M -20,335 -18%
WA
519
Westfuller Advisors
New York
$8.98M +$8.98M +88,685 New
ATS
520
Ashton Thomas Securities
New York
$8.94M +$6.87M +67,887 +332%
MWA
521
Motive Wealth Advisors
Michigan
$8.88M – – –
AA
522
AJ Advisors
Tennessee
$8.85M -$84.4K -833 -0.9%
SI
523
Stephens Inc
Arkansas
$8.81M -$258K -2,547 -3%
BMCM
524
Bryn Mawr Capital Management
Pennsylvania
$8.8M +$229K +2,261 +3%
FWM
525
FFT Wealth Management
Pennsylvania
$8.74M +$361K +3,566 +4%
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