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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 %
WF
676
Wayfinding Financial
Washington
$4.02M +$161K +1,675 +4%
RCIM
677
Red Cedar Investment Management
Michigan
$4M – – –
SHF
678
Stage Harbor Financial
Massachusetts
$3.96M -$561K -5,729 -12%
LGWM
679
Litman Gregory Wealth Management
California
$3.94M -$14.2K -145 -0.4%
NAG
680
Northstar Advisory Group
New Jersey
$3.93M -$1.65M -17,093 -30%
SQA
681
Simon Quick Advisors
New Jersey
$3.91M -$2.38M -24,333 -38%
ATFA
682
All Terrain Financial Advisors
Minnesota
$3.91M +$7.84K +80 +0.2%
MBTD
683
Mechanics Bank - Trust Department
California
$3.89M -$1.58M -16,103 -29%
SGCA
684
Steel Grove Capital Advisors
Tennessee
$3.87M -$1.98M -20,195 -34%
MA
685
Modus Advisors
Minnesota
$3.87M +$506K +5,162 +15%
KLCM
686
KG&L Capital Management
Louisiana
$3.85M +$41.5K +424 +1%
DLCIG
687
D.L. Carlson Investment Group
New Hampshire
$3.84M -$15.9K -162 -0.4%
FWP
688
Family Wealth Partners
North Carolina
$3.83M -$973K -9,934 -20%
PWM
689
Peterson Wealth Management
Nevada
$3.81M -$54.3K -554 -1%
LG
690
Leuthold Group
Minnesota
$3.79M – – –
TT
691
TI-Trust
Illinois
$3.78M -$181K -1,846 -5%
SCM
692
SCS Capital Management
Massachusetts
$3.74M -$42.3M -432,269 -92%
PFG
693
Pinnacle Financial Group
Illinois
$3.73M +$2.79M +28,527 +298%
PTC
694
Private Trust Company
Ohio
$3.73M +$642K +6,551 +21%
BAWM
695
Bennett Associates Wealth Management
Pennsylvania
$3.71M +$274K +2,802 +8%
LWMT
696
Legacy Wealth Management (Tennessee)
Tennessee
$3.7M – – –
SIA
697
Spectrum Investment Advisors
Wisconsin
$3.69M -$264K -2,700 -7%
CAAM
698
Cornerstone Advisors Asset Management
Pennsylvania
$3.69M -$500K -5,107 -12%
XF
699
XML Financial
Maryland
$3.67M +$617K +6,296 +20%
CFO
700
CVA Family Office
Colorado
$3.65M +$1.97M +20,103 +117%
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