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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 %
FCI
751
Financial Counselors Inc
Kansas
$3.38M -$53.6K -529 -2%
NI
752
NYL Investors
New York
$3.37M -$30.4K -300 -0.9%
MWA
753
MN Wealth Advisors
Kansas
$3.35M +$2.78M +27,486 +493%
GFP
754
Gryphon Financial Partners
Ohio
$3.34M +$225K +2,225 +7%
PG
755
Patten Group
Tennessee
$3.32M -$66.3K -655 -2%
SC
756
Savant Capital
Illinois
$3.28M +$220K +2,170 +7%
CC
757
Chicago Capital
Illinois
$3.27M +$21.7K +214 +0.7%
SIAM
758
Sterling Investment Advisors (Missouri)
Missouri
$3.26M +$220K +2,176 +7%
MWA
759
Merkkuri Wealth Advisors
New York
$3.25M +$470K +4,640 +17%
CFGF
760
Compass Financial Group (Florida)
Florida
$3.23M +$2.53K +25 +0.1%
BA
761
Ballew Advisors
Mississippi
$3.23M +$149K +1,499 +5%
WPW
762
Waldron Private Wealth
Pennsylvania
$3.23M +$224K +2,216 +7%
AIM
763
Alhambra Investment Management
Florida
$3.2M -$117K -1,157 -4%
SMC
764
Smith, Moore & Co
Missouri
$3.2M +$270K +2,668 +9%
SCA
765
Snowden Capital Advisors
New York
$3.2M +$191K +1,888 +6%
IA
766
IFP Advisors
Florida
$3.15M +$1.72M +16,957 +120%
AWA
767
Aletheian Wealth Advisors
Washington
$3.15M +$97K +958 +3%
CM
768
Columbus Macro
Pennsylvania
$3.14M +$97.9K +980 +3%
IIC
769
Ironwood Investment Counsel
Arizona
$3.14M -$735K -7,256 -19%
STA
770
Smith Thornton Advisors
Alabama
$3.12M +$173K +1,708 +6%
CA
771
CGN Advisors
Kansas
$3.11M +$279K +2,757 +10%
RIM
772
Rakuten Investment Management
Japan
$3.09M +$1.86M +18,300 +150%
CIS
773
Continental Investors Services
Washington
$3.09M +$80.3K +793 +3%
OCM
774
Objective Capital Management
Ohio
$3.07M +$3.07M +30,351 New
MNBTD
775
Moody National Bank Trust Division
Texas
$3.07M – – –
29 30
31
32 33