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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 %
AA
526
Addison Advisors
Vermont
$7.6M +$1.12M +11,420 +17%
LAM
527
Lifestyle Asset Management
Texas
$7.6M -$3.35M -34,203 -31%
QCG
528
Quadrant Capital Group
Ohio
$7.6M +$596K +6,083 +9%
SFS
529
Sharp Financial Services
Pennsylvania
$7.58M +$885K +9,035 +13%
AFG
530
ABLE Financial Group
Arizona
$7.54M +$671K +6,848 +10%
JHCP
531
Jackson Hole Capital Partners
Oklahoma
$7.52M -$44.4K -453 -0.6%
PT
532
Plimoth Trust
Massachusetts
$7.43M +$411K +4,192 +6%
FEG
533
Fund Evaluation Group
Ohio
$7.41M -$138K -1,410 -2%
IWC
534
Integrated Wealth Concepts
Massachusetts
$7.4M -$1.26M -12,892 -15%
GA
535
Gateway Advisory
New Jersey
$7.37M +$5.68M +58,034 +336%
FCT
536
Family Capital Trust
Massachusetts
$7.35M +$570K +5,819 +8%
CWM
537
CIBC World Markets
New York
$7.26M +$6.09M +62,207 +522%
MGIA
538
Moneta Group Investment Advisors
Missouri
$7.24M +$1.04M +10,614 +17%
CFG
539
Cosner Financial Group
Colorado
$7.21M +$446K +4,553 +7%
NFP
540
NorthLanding Financial Partners
New York
$7.2M +$1.7M +17,349 +31%
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.15M -$26.3M -268,380 -79%
FFP
542
Forbes Financial Planning
Rhode Island
$7.15M +$75.3K +769 +1%
CCA
543
Catalyst Capital Advisors
New York
$7.13M +$7.13M +72,828 New
AF
544
Apexium Financial
Texas
$7.09M -$121K -1,239 -2%
ATC
545
Argent Trust Co
Tennessee
$7.07M -$1.05M -10,704 -13%
SAI
546
Systematic Alpha Investments
New Jersey
$7.05M – – –
Luther King Capital Management (LKCM)
547
Luther King Capital Management (LKCM)
Texas
$7.05M -$7M – –
DI
548
Diligent Investors
California
$7M -$2.11M -21,513 -23%
OFS
549
Oldfather Financial Services
Nebraska
$6.94M -$214K -2,184 -3%
WIM
550
Westside Investment Management
California
$6.93M +$106K +1,080 +2%
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