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 %
NWA
776
New World Advisors
Massachusetts
$2.66M -$429K -4,383 -14%
MM
777
Main Management
California
$2.65M +$280K +2,863 +12%
Bessemer Group
778
Bessemer Group
New Jersey
$2.64M -$216K -2,210 -8%
RPGK
779
Retirement Planning Group (Kansas)
Kansas
$2.63M +$91.3K +932 +4%
SIA
780
Soltis Investment Advisors
Utah
$2.63M -$227K -2,315 -8%
CSPIA
781
Cary Street Partners Investment Advisory
Virginia
$2.62M +$405K +4,134 +18%
PP
782
Prosperity Planning
Missouri
$2.61M -$2.58M – –
CGL
783
Clarius Group LLC
Washington
$2.6M -$580K -5,918 -18%
SAF
784
Smith Anglin Financial
Texas
$2.6M +$233K +2,381 +10%
WMA
785
Wealth Management Associates
New Jersey
$2.59M +$77.8K +801 +3%
FA
786
Fermata Advisors
California
$2.58M -$13.5M -137,540 -84%
WCM
787
Wealthcare Capital Management
Virginia
$2.58M -$608K -6,206 -19%
ANBT
788
American National Bank & Trust
Texas
$2.57M +$646K +6,597 +34%
GBWM
789
Granite Bay Wealth Management
New Hampshire
$2.56M -$87M -888,539 -97%
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$2.55M -$60.1K -614 -2%
CA
791
CGN Advisors
Kansas
$2.54M +$10.5K +107 +0.4%
RTC
792
Riverview Trust Company
Washington
$2.53M – – –
MA
793
Mosaic Advisors
Texas
$2.52M -$9.7K -99 -0.4%
KWA
794
Kingswood Wealth Advisors
California
$2.52M +$893K +9,121 +55%
CKAIS
795
Christensen King & Associates Investment Services
Washington
$2.49M -$58.4K -596 -2%
MCC
796
Money Concepts Capital
Florida
$2.48M -$236K -2,405 -9%
EWA
797
ERTS Wealth Advisors
Michigan
$2.48M -$9.06M -92,463 -79%
CFFNO
798
Common Fund For Nonprofit Organizations
Connecticut
$2.47M +$1.73M +17,673 +233%
CM
799
Columbus Macro
Pennsylvania
$2.46M -$182K -1,860 -7%
FPW
800
Flagship Private Wealth
Massachusetts
$2.44M +$92.7K +946 +4%
30 31
32
33 34