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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 %
OAS
551
Optivise Advisory Services
Tennessee
$7.73M +$2.18M +21,532 +39%
Luther King Capital Management (LKCM)
552
Luther King Capital Management (LKCM)
Texas
$7.69M -$7.19M – –
LSAG
553
Lake Street Advisors Group
New Hampshire
$7.64M +$14K +138 +0.2%
FWM
554
Foguth Wealth Management
Michigan
$7.63M +$3.28M +32,854 +75%
PT
555
Plimoth Trust
Massachusetts
$7.63M +$64.9K +641 +0.9%
WIC
556
Whitegate Investment Counselors
New Hampshire
$7.62M +$729K +7,195 +11%
JHCP
557
Jackson Hole Capital Partners
Oklahoma
$7.6M -$208K -2,053 -3%
AH
558
Addis & Hill
Pennsylvania
$7.6M -$59.8K -591 -0.8%
MSWM
559
McGlone Suttner Wealth Management
Wisconsin
$7.55M -$1.1M -10,907 -13%
CFG
560
Cosner Financial Group
Colorado
$7.54M +$13.2K +130 +0.2%
AA
561
AlphaQ Advisors
Florida
$7.54M +$3.34M +32,995 +80%
CMA
562
Cedar Mountain Advisors
Oregon
$7.53M +$7.53M +74,321 New
WIM
563
Westside Investment Management
California
$7.52M +$68.4K +676 +0.9%
ECM
564
Exchange Capital Management
Michigan
$7.5M -$798K -7,883 -10%
OFS
565
Oldfather Financial Services
Nebraska
$7.46M +$416K +4,111 +6%
AWM
566
Avondale Wealth Management
Texas
$7.45M -$400K -3,954 -5%
CIAS
567
CFS Investment Advisory Services
New Jersey
$7.38M -$6.68M -65,962 -47%
CTA
568
Colonial Trust Advisors
South Carolina
$7.34M +$2.95M +29,096 +67%
SAI
569
Systematic Alpha Investments
New Jersey
$7.29M – – –
ACM
570
Andina Capital Management
Utah
$7.28M +$813K +8,030 +13%
CAG
571
Csenge Advisory Group
Florida
$7.21M +$73.7K +741 +1%
NB
572
NBT Bank
New York
$7.19M +$1.29M +12,691 +22%
IAN
573
Integrated Advisors Network
Texas
$7.19M -$69.6K -687 -1%
FEG
574
Fund Evaluation Group
Ohio
$7.14M -$327K -3,228 -4%
HFS
575
Heritage Financial Services
Massachusetts
$7.13M +$182K +1,800 +3%
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