AGG icon

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
25.77%
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
+$506M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$486M
4
USAA
United Services Automobile Association
Texas
+$475M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$452M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$732M
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$516M
3
Jane Street
Jane Street
New York
-$219M
4
SFC
Strategic Financial Concepts
Texas
-$189M
5
Bank of America
Bank of America
North Carolina
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
601
Atria Investments
North Carolina
$6.42M +$287K +2,838 +5%
BCP
602
Blue Chip Partners
Michigan
$6.41M +$218K +2,148 +4%
TCB
603
Texas Capital Bancshares
Texas
$6.4M +$499K +4,928 +8%
AI
604
Arrien Investments
Idaho
$6.36M +$93.8K +926 +1%
EW
605
Element Wealth
Mississippi
$6.29M +$116K +1,150 +2%
GWM
606
Geneos Wealth Management
Colorado
$6.24M +$1.35M +13,324 +28%
DI
607
Diligent Investors
California
$6.23M -$193K -1,906 -3%
KIG
608
Kowal Investment Group
Wisconsin
$6.23M +$894K +8,827 +17%
FAT
609
First American Trust
California
$6.23M +$320K +3,160 +5%
HWA
610
Hillcrest Wealth Advisors
New Jersey
$6.23M +$754K +7,450 +14%
ML
611
McAdam LLC
Pennsylvania
$6.22M -$229K -2,265 -4%
FWI
612
Facet Wealth Inc
Maryland
$6.2M -$37.1M -379,566 -86%
FFL
613
Financial Freedom LLC
Ohio
$6.18M +$26.8K +265 +0.4%
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.16M +$120K +1,184 +2%
AWA
615
Arete Wealth Advisors
Illinois
$6.09M -$1.09M -10,811 -15%
AG
616
AlTi Global
New York
$6.07M +$259K +2,553 +4%
CFO
617
CVA Family Office
Colorado
$6.06M +$1.19M +11,765 +24%
DW
618
Durante & Waters
New York
$6.04M +$192K +1,891 +3%
WAM
619
WealthTrust Asset Management
Florida
$6M -$444K -4,382 -7%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$5.98M +$838K +8,271 +16%
MWM
621
Merriman Wealth Management
Washington
$5.97M -$397K -3,924 -6%
GIA
622
Gladstone Institutional Advisory
Florida
$5.91M +$637K +6,290 +12%
AFO
623
Arrowroot Family Office
California
$5.86M +$1.41M +13,882 +32%
VFA
624
Valeo Financial Advisors
Indiana
$5.83M -$79K -780 -1%
CT
625
Coastline Trust
Rhode Island
$5.76M +$1.7M +16,827 +42%
23 24
25
26 27