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
25.78%
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
+$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 %
AWM
626
Apollon Wealth Management
South Carolina
$5.72M -$96.9K -957 -2%
ECA
627
Elevation Capital Advisory
Oregon
$5.7M +$5.7M +56,259 New
BP
628
Ballentine Partners
Massachusetts
$5.69M -$1.72K -17 -0%
SMI
629
Shelter Mutual Insurance
Missouri
$5.67M – – –
FNBOO
630
First National Bank of Omaha
Nebraska
$5.65M -$236K -2,335 -4%
PFG
631
Pinnacle Financial Group
Illinois
$5.61M +$1.61M +15,891 +40%
BCM
632
Beaumont Capital Management
Massachusetts
$5.55M +$1.33M +13,112 +31%
TFF
633
The Family Firm
Maryland
$5.49M -$158K -1,559 -3%
LHC
634
Little House Capital
Massachusetts
$5.44M +$5.44M +53,680 New
LRWA
635
Long Run Wealth Advisors
New York
$5.43M +$3.37M +33,244 +163%
DG
636
DMC Group
Alabama
$5.43M -$133K -1,315 -2%
AA
637
Ancora Advisors
Ohio
$5.4M +$198K +1,952 +4%
KWA
638
Kingswood Wealth Advisors
California
$5.4M +$2.19M +21,601 +68%
SYBT
639
Stock Yards Bank & Trust
Kentucky
$5.4M -$48K -474 -0.9%
IF
640
Ironwood Financial
Arizona
$5.39M -$12.1K -119 -0.2%
FPCG
641
Forum Private Client Group
Indiana
$5.35M -$248K -2,445 -4%
Manulife (Manufacturers Life Insurance)
642
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.34M – – –
CSPIA
643
Cary Street Partners Investment Advisory
Virginia
$5.32M -$94.2K -930 -2%
CAWM
644
Capital Advisors Wealth Management
Washington
$5.32M +$18.2K +180 +0.3%
LG
645
Leuthold Group
Minnesota
$5.28M +$1.36M +13,402 +35%
CT
646
Colonial Trust
South Carolina
$5.27M +$1.4M +13,794 +36%
CW
647
CreativeOne Wealth
Kansas
$5.26M -$2.92M -28,799 -36%
RIA
648
Regal Investment Advisors
Michigan
$5.26M +$713K +7,036 +16%
SIG
649
Stonegate Investment Group
Alabama
$5.26M -$70.9K -700 -1%
CB
650
Chris Bulman
California
$5.21M +$426K +4,206 +9%
24 25
26
27 28