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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 %
SMI
601
Shelter Mutual Insurance
Missouri
$5.65M – – –
BP
602
Ballentine Partners
Massachusetts
$5.64M +$98 +1 +0%
MFG
603
Mainsail Financial Group
Washington
$5.62M +$284K +2,904 +5%
BSWA
604
Bromfield Sneider Wealth Advisors
Massachusetts
$5.55M +$379K +3,866 +7%
CPCM
605
Cornerstone Partners Capital Management
Virginia
$5.5M – – –
RIA
606
Regal Investment Advisors
Michigan
$5.49M -$508K -5,187 -8%
FAT
607
First American Trust
California
$5.47M +$1.17M +11,957 +27%
PCP
608
Proficio Capital Partners
Massachusetts
$5.47M +$5.47M +55,805 New
FIC
609
Family Investment Center
Missouri
$5.4M -$1.65M -16,811 -23%
EWM
610
Evermay Wealth Management
Virginia
$5.37M +$5.37M +54,834 +219,336%
EW
611
Element Wealth
Mississippi
$5.35M -$152K -1,552 -3%
Nomura Asset Management
612
Nomura Asset Management
Japan
$5.35M -$626K -6,395 -10%
MAM
613
Meeder Asset Management
Ohio
$5.34M -$7.93M -80,998 -60%
CW
614
CreativeOne Wealth
Kansas
$5.32M +$562K +5,735 +12%
AA
615
Ancora Advisors
Ohio
$5.32M +$106K +1,079 +2%
TFF
616
The Family Firm
Maryland
$5.31M +$330K +3,373 +7%
AI
617
Arrien Investments
Idaho
$5.29M +$237K +2,418 +5%
MWPCG
618
Measured Wealth Private Client Group
New Hampshire
$5.28M -$213K -2,177 -4%
DG
619
DMC Group
Alabama
$5.27M +$176K +1,802 +3%
AWE
620
Avidian Wealth Enterprises
Texas
$5.27M +$454K +4,633 +9%
AG
621
AlTi Global
New York
$5.22M +$24.7K +252 +0.5%
CSB
622
City State Bank
Iowa
$5.21M +$2.3M +23,447 +79%
SFA
623
Source Financial Advisors
New York
$5.18M +$1.36M +13,881 +36%
ATPW
624
Ashton Thomas Private Wealth
Arizona
$5.18M +$507K +5,174 +11%
Manulife (Manufacturers Life Insurance)
625
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.17M -$1.66M -16,913 -24%
23 24
25
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