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 %
AA
751
Alesco Advisors
New York
$2.95M -$1.07M -10,964 -27%
WP
752
WealthShield Partners
North Carolina
$2.94M +$442K +4,511 +18%
SVWAG
753
Sound View Wealth Advisors Group
Georgia
$2.94M -$277K -2,831 -9%
FAG
754
Financial Advisory Group
Texas
$2.91M -$1.34M -13,655 -31%
CWM
755
Cahill Wealth Management
Michigan
$2.85M -$148K -1,509 -5%
SMC
756
Smith, Moore & Co
Missouri
$2.84M +$647K +6,602 +30%
TC
757
TownSquare Capital
Utah
$2.83M +$992K +10,126 +54%
CT
758
Colonial Trust
South Carolina
$2.82M +$1.71M +17,503 +155%
HCM
759
Hollencrest Capital Management
California
$2.82M -$63.8K -651 -2%
SI
760
Saxon Interests
Texas
$2.82M -$154K -1,569 -5%
SCA
761
Snowden Capital Advisors
New York
$2.82M +$1.97M +20,082 +231%
GFP
762
Gryphon Financial Partners
Ohio
$2.82M +$158K +1,609 +6%
BFA
763
Bluestem Financial Advisors
Illinois
$2.81M -$90.3K -922 -3%
MSAGDF
764
Moneda SA Administradora General de Fondos
Chile
$2.81M -$1.22M -12,407 -30%
LSA
765
Lansing Street Advisors
Pennsylvania
$2.8M -$389K -3,975 -12%
OCM
766
Objective Capital Management
Ohio
$2.8M +$87.4K +892 +3%
MFG
767
Merit Financial Group
Georgia
$2.8M +$1.86M +19,323 +198%
AMG
768
Asset Management Group
Connecticut
$2.8M +$23.6K +241 +0.9%
FFP
769
FourThought Financial Partners
Florida
$2.78M +$155K +1,586 +6%
UAS
770
United Asset Strategies
New York
$2.78M +$3.23K +33 +0.1%
DC
771
Davenport & Co
Virginia
$2.76M +$303K +3,096 +12%
CIS
772
Continental Investors Services
Washington
$2.74M +$290K +2,989 +12%
OCM
773
One Capital Management
California
$2.73M -$58.1K -593 -2%
CV
774
Counterweight Ventures
North Carolina
$2.7M +$1.21M +12,399 +82%
Pathstone Holdings
775
Pathstone Holdings
New Jersey
$2.69M +$1.27M +12,950 +89%
29 30
31
32 33