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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 %
PP
701
Prudential plc
United Kingdom
$4.28M -$345K -3,406 -7%
GBT
702
Grove Bank & Trust
Florida
$4.27M +$239K +2,362 +6%
NCG
703
Newport Capital Group
New Jersey
$4.26M +$161K +1,592 +4%
SFS
704
Security Financial Services
Indiana
$4.23M -$223K -2,204 -5%
UWPG
705
Ullmann Wealth Partners Group
Florida
$4.22M -$90.5K -894 -2%
TT
706
TI-Trust
Illinois
$4.16M +$200K +1,975 +5%
QCG
707
Quadrant Capital Group
Ohio
$4.16M -$421K -4,159 -9%
FIC
708
Family Investment Center
Missouri
$4.16M +$22.4K +221 +0.5%
RCIM
709
Red Cedar Investment Management
Michigan
$4.14M – – –
XF
710
XML Financial
Maryland
$4.01M +$291K +2,873 +8%
RHP
711
Royal Harbor Partners
Texas
$4.01M +$184K +1,817 +5%
SVWAG
712
Sound View Wealth Advisors Group
Georgia
$4.01M +$775K +7,656 +24%
DLCIG
713
D.L. Carlson Investment Group
New Hampshire
$4M +$648K +6,401 +19%
TA
714
TPG Advisors
Illinois
$4M +$540K +5,333 +16%
CWA
715
Canvas Wealth Advisors
Kansas
$3.97M +$479K +4,729 +14%
BFA
716
Bluestem Financial Advisors
Illinois
$3.96M +$318K +3,140 +9%
LWMT
717
Legacy Wealth Management (Tennessee)
Tennessee
$3.9M -$189K -1,870 -5%
TOTSC
718
Trustees of the Smith College
Massachusetts
$3.88M +$35.3K +349 +0.9%
ACM
719
Alamar Capital Management
California
$3.87M +$360K +3,555 +10%
ATWA
720
Arbor Trust Wealth Advisors
Michigan
$3.87M – – –
CV
721
Counterweight Ventures
North Carolina
$3.84M +$772K +7,622 +25%
MFS
722
Madrona Financial Services
Washington
$3.83M +$118K +1,169 +3%
GL
723
Graypoint LLC
New York
$3.82M +$267K +2,634 +8%
NGA
724
Naples Global Advisors
Florida
$3.79M +$1.72M +16,960 +83%
AWM
725
Arista Wealth Management
Nevada
$3.78M – – –
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