AGG icon

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 %
WP
701
Waycross Partners
Kentucky
$3.63M – – –
GMA
702
Glassy Mountain Advisors
Maryland
$3.63M +$847K +8,649 +30%
SF
703
Summit Financial
New Jersey
$3.6M +$351K +3,586 +11%
AWM
704
Accurate Wealth Management
Florida
$3.59M +$397K +4,166 +12%
CCM
705
Coldstream Capital Management
Washington
$3.57M +$52.1K +532 +1%
ANTB
706
AMG National Trust Bank
Colorado
$3.56M -$117K -1,190 -3%
PG
707
Patten Group
Tennessee
$3.54M -$93.3K -953 -3%
EWP
708
Elevation Wealth Partners
California
$3.53M -$288K -2,933 -8%
Qube Research & Technologies (QRT)
709
Qube Research & Technologies (QRT)
United Kingdom
$3.52M +$2.64M +26,929 +300%
GKWIM
710
Gerber Kawasaki Wealth & Investment Management
California
$3.5M +$268K +2,735 +8%
CTA
711
Colonial Trust Advisors
South Carolina
$3.47M +$2.5M +25,508 +256%
ATC
712
Adirondack Trust Company
New York
$3.46M -$4.9K -50 -0.1%
DFA
713
Davies Financial Advisors
California
$3.46M +$3.46M +35,294 New
BWM
714
BCS Wealth Management
Tennessee
$3.42M +$992K +10,131 +41%
FFBTD
715
First Financial Bank - Trust Division
Ohio
$3.41M -$7.39M -75,484 -68%
MLFP
716
MPS Loria Financial Planners
Illinois
$3.4M +$422K +4,309 +14%
ATWA
717
Arbor Trust Wealth Advisors
Michigan
$3.38M +$597K +6,237 +21%
UWPG
718
Ullmann Wealth Partners Group
Florida
$3.37M -$66.5K -679 -2%
CIA
719
Compass Ion Advisors
Pennsylvania
$3.37M +$36.8K +376 +1%
ISB
720
Iowa State Bank
Iowa
$3.36M +$352K +3,589 +12%
AFG
721
Atomi Financial Group
New York
$3.34M -$328K -3,345 -9%
AIM
722
Alhambra Investment Management
Florida
$3.33M +$3.11M +31,785 +1,436%
WWS
723
Wellington Wealth Strategies
Indiana
$3.33M +$3.33M +33,955 New
TWC
724
TD Waterhouse Canada
Ontario, Canada
$3.31M +$1.35M +13,939 +69%
NI
725
NYL Investors
New York
$3.3M +$284K +2,900 +9%
27 28
29
30 31