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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.

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
1
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$823M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.95B
4
USAA
4
United Services Automobile Association
Texas
$925M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$12.3B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.15B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M
3
Jane Street
3
Jane Street
New York
$43.1M
4
SFC
4
Strategic Financial Concepts
Texas
$1.65M
5
Bank of America
5
Bank of America
North Carolina
$4.03B
Name Market Value Shares Shares
Change 		Shares
Change %
SDIC
51
South Dakota Investment Council
South Dakota
$293M 2,898,030 +553,530 +24%
SAG
52
SageView Advisory Group
California
$281M 2,774,397 +2,774,397 New
HCM
53
Howard Capital Management
Georgia
$261M 2,575,096 +2,191,873 +572%
MSA
54
Mason Street Advisors
Wisconsin
$255M 2,521,600 +67,300 +3%
VIA
55
Vantagepoint Investment Advisers
District of Columbia
$248M 2,449,918 -143,380 -6%
QWP
56
Quotient Wealth Partners
Texas
$240M 2,366,567 +48,182 +2%
Allspring Global Investments
57
Allspring Global Investments
North Carolina
$236M 2,327,241 -919,394 -28%
BTI
58
Blue Trust Inc
Georgia
$210M 2,159,379 +15,707 +0.7%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$200M 1,975,379 -19,639 -1%
DCM
60
Disciplina Capital Management
Tennessee
$191M 1,888,840 +1,888,825 +12,592,167%
HighTower Advisors
61
HighTower Advisors
Illinois
$191M 1,886,357 -29,880 -2%
SP
62
Stairway Partners
Illinois
$186M 1,832,345 +187,118 +11%
AWM
63
Axxcess Wealth Management
California
$173M 1,711,410 +60,700 +4%
EWA
64
EP Wealth Advisors
California
$171M 1,688,763 +66,469 +4%
STA
65
Summit Trail Advisors
New York
$169M 1,673,721 -65,243 -4%
CAAS
66
Capital Asset Advisory Services
Michigan
$161M 1,612,759 +46,771 +3%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$157M 1,577,592 +109,517 +7%
PCIA
68
Prime Capital Investment Advisors
Kansas
$156M 1,536,455 -43,112 -3%
COCM
69
Charter Oak Capital Management
New Hampshire
$152M 1,505,372 +89,408 +6%
CWM
70
Cahaba Wealth Management
Georgia
$149M 1,469,626 +49,170 +3%
BCM
71
Brookstone Capital Management
Illinois
$144M 1,421,386 +171,391 +14%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$143M 1,413,455 – –
SAM
73
Simplify Asset Management
Nevada
$143M 1,409,731 -282,860 -17%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M 1,389,347 -5,098,656 -79%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$139M 1,367,395 +98,833 +8%
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