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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 %
VPA
576
Vernal Point Advisors
California
$7.11M -$10.1K -100 -0.1%
MSAGDF
577
Moneda SA Administradora General de Fondos
Chile
$7.01M +$4M +39,546 +133%
APW
578
Acima Private Wealth
Virginia
$6.99M +$229K +2,262 +3%
CFG
579
Citizens Financial Group
Rhode Island
$6.98M +$339K +3,344 +5%
CSB
580
City State Bank
Iowa
$6.88M +$587K +5,795 +9%
AF
581
Arrow Financial
New York
$6.83M +$350K +3,456 +5%
WT
582
Whittier Trust
California
$6.81M -$237K -2,342 -3%
HFO
583
Heritage Family Offices
Arizona
$6.81M -$188K -1,853 -3%
EIA
584
Eldridge Investment Advisors
New Hampshire
$6.8M +$61.9K +611 +0.9%
EFG
585
Erickson Financial Group
Pennsylvania
$6.76M -$39.7K -392 -0.6%
WFAG
586
Wescott Financial Advisory Group
Pennsylvania
$6.74M +$351K +3,467 +5%
JWS
587
Juncture Wealth Strategies
Arizona
$6.66M +$342K +3,376 +5%
SIA
588
Sovereign Investment Advisors
Arizona
$6.65M +$158K +1,564 +2%
GM
589
GeoWealth Management
Illinois
$6.63M +$5.61M +55,407 +549%
ATFA
590
All Terrain Financial Advisors
Minnesota
$6.58M +$1.77M +17,520 +37%
LMIM
591
Lockheed Martin Investment Management
Maryland
$6.58M +$6.58M +65,000 New
JWCA
592
J.W. Cole Advisors
Florida
$6.58M +$2.51M +24,779 +62%
GAM
593
Gemmer Asset Management
California
$6.55M +$78.2K +772 +1%
FPAS
594
Focus Partners Advisor Solutions
Missouri
$6.53M +$555K +5,478 +9%
EP
595
EPIQ Partners
Minnesota
$6.52M +$2.73M +26,930 +72%
KFP
596
KMG Fiduciary Partners
Ohio
$6.52M +$4.86M +47,995 +293%
CWM
597
CIBC World Markets
New York
$6.51M -$1.16M -11,467 -15%
GAA
598
Global Assets Advisory
Florida
$6.51M +$288K +2,847 +5%
LW
599
Linscomb Wealth
Texas
$6.49M +$575K +5,674 +10%
BHBT
600
Burke & Herbert Bank & Trust
Virginia
$6.43M +$457K +4,515 +8%
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