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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 %
WP
726
Waycross Partners
Kentucky
$3.76M – – –
CWM
727
Connecticut Wealth Management
Connecticut
$3.74M -$731K -7,223 -16%
FWP
728
Family Wealth Partners
North Carolina
$3.69M -$411K -4,057 -10%
GT
729
Glenview Trust
Kentucky
$3.68M +$277K +2,738 +8%
FFP
730
FourThought Financial Partners
Florida
$3.68M +$546K +5,387 +17%
AP
731
Aspect Partners
Virginia
$3.67M -$432K -4,269 -11%
JSAM
732
J. Safra Asset Management
New York
$3.66M +$239K +2,352 +7%
EB
733
Exchange Bank
California
$3.66M -$2.99M -29,497 -45%
MBTD
734
Mechanics Bank - Trust Department
California
$3.64M -$32.9K -325 -0.9%
CAAM
735
Cornerstone Advisors Asset Management
Pennsylvania
$3.61M – – –
CIA
736
Compass Ion Advisors
Pennsylvania
$3.58M +$104K +1,026 +3%
CWMS
737
Cannon Wealth Management Services
North Carolina
$3.55M +$3.55M +35,048 New
MLFP
738
MPS Loria Financial Planners
Illinois
$3.55M +$74.6K +737 +2%
FSG
739
Financial Strategies Group
Michigan
$3.54M +$1.38M +13,893 +64%
SI
740
Stonekeep Investments
New Mexico
$3.53M +$71.1K +702 +2%
SAM
741
Synergy Asset Management
Washington
$3.52M -$5.46M -53,940 -61%
SAI
742
Savvy Advisors Inc
New York
$3.49M -$448K -4,426 -11%
JPLA
743
Joseph P. Lucia & Associates
New York
$3.46M +$1.5M +14,835 +77%
LIM
744
Leavell Investment Management
Alabama
$3.45M +$303K +2,994 +10%
ANTB
745
AMG National Trust Bank
Colorado
$3.44M -$1.18M -11,646 -26%
CFA
746
Camarda Financial Advisors
Florida
$3.44M +$3.44M +33,953 New
EWP
747
Elevation Wealth Partners
California
$3.43M +$17.5K +173 +0.5%
ISB
748
Iowa State Bank
Iowa
$3.41M +$31.4K +310 +0.9%
ATC
749
Adirondack Trust Company
New York
$3.4M -$146K -1,445 -4%
SCM
750
SCS Capital Management
Massachusetts
$3.4M -$114K -1,128 -3%
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