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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
25.77%
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 %
AWM
651
Accurate Wealth Management
Florida
$5.18M +$777K +7,783 +18%
GMA
652
Glassy Mountain Advisors
Maryland
$5.16M +$902K +8,903 +21%
1SB
653
1ST Source Bank
Indiana
$5.11M +$144K +1,419 +3%
PCWA
654
Pacific Capital Wealth Advisors
California
$5.09M -$195K -1,928 -4%
KWM
655
KFG Wealth Management
Indiana
$5.08M -$208K -2,050 -4%
LSPW
656
Lake Street Private Wealth
Illinois
$5.06M +$372K +3,674 +8%
QFA
657
Quattro Financial Advisors
Texas
$5.05M -$50.8K -512 -1%
SW
658
Simplicity Wealth
New Jersey
$5.05M +$4.18M +41,234 +479%
RFO
659
RiverGlades Family Offices
Florida
$5.04M +$316K +3,117 +7%
JIR
660
James Investment Research
Ohio
$5.03M +$17.1K +169 +0.3%
BFPW
661
BOK Financial Private Wealth
Colorado
$5.03M -$1.05M -10,321 -17%
WF
662
Wayfinding Financial
Washington
$4.98M +$170K +1,676 +4%
GLA
663
Good Life Advisors
Pennsylvania
$4.98M +$2.22M +21,919 +80%
Pathstone Holdings
664
Pathstone Holdings
New Jersey
$4.95M +$84.1K +830 +2%
CPO
665
Cerity Partners OCIO
New York
$4.93M -$4.73M -46,688 -49%
SIA
666
Spectrum Investment Advisors
Wisconsin
$4.93M +$189K +1,870 +4%
TFA
667
Tobias Financial Advisors
Florida
$4.91M +$26.1K +258 +0.5%
HWM
668
HB Wealth Management
Georgia
$4.9M +$634K +6,259 +15%
GWA
669
GGM Wealth Advisors
Maryland
$4.89M -$774K -7,639 -14%
JPG
670
Jordan Park Group
California
$4.85M +$162K +1,602 +3%
RA
671
RFG Advisory
Alabama
$4.84M -$487K -4,807 -9%
WIM
672
Waycross Investment Management
Washington
$4.82M +$4.82M +47,573 New
MPPLM
673
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.79M +$102K +1,012 +2%
JGIA
674
Jackson Grant Investment Advisers
Connecticut
$4.76M +$247K +2,437 +5%
NCFG
675
New Century Financial Group
New Jersey
$4.74M -$2.99M -29,489 -39%
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