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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 %
DC
776
Davenport & Co
Virginia
$3.05M +$231K +2,281 +8%
BAM
777
Belpointe Asset Management
Nevada
$3.04M +$2M +19,730 +193%
IHL
778
Investment House LLC
California
$3.03M +$3.03M +29,965 New
HPM
779
Hoxton Planning & Management
West Virginia
$3M +$397K +3,916 +15%
BBWP
780
Beacon Bridge Wealth Partners
Pennsylvania
$3M -$764K -7,546 -20%
LGWM
781
Litman Gregory Wealth Management
California
$3M -$1.34M -13,228 -31%
First Trust Advisors
782
First Trust Advisors
Illinois
$3M +$39.4K +389 +1%
BAWM
783
Bennett Associates Wealth Management
Pennsylvania
$2.97M -$976K -9,642 -25%
KA
784
Kovack Advisors
Florida
$2.97M +$145K +1,430 +5%
HSA
785
HBK Sorce Advisory
Pennsylvania
$2.97M +$684K +6,758 +30%
DAS
786
Diversify Advisory Services
Utah
$2.96M +$2.08M +21,080 +238%
UAS
787
United Asset Strategies
New York
$2.95M -$355K -3,501 -11%
SIC
788
Salem Investment Counselors
North Carolina
$2.95M +$373K +3,685 +15%
SI
789
Saxon Interests
Texas
$2.88M -$84.4K -833 -3%
AMG
790
Asset Management Group
Connecticut
$2.88M -$8.91K -88 -0.3%
IPW
791
Intergy Private Wealth
Colorado
$2.88M +$796K +7,861 +38%
ANBT
792
American National Bank & Trust
Texas
$2.88M +$232K +2,290 +9%
TC
793
TownSquare Capital
Utah
$2.87M +$925K +9,136 +48%
OCM
794
One Capital Management
California
$2.85M +$13K +128 +0.5%
FA
795
Fermata Advisors
California
$2.84M +$1.67M +16,496 +143%
CAGAS
796
Capital Advisory Group Advisory Services
Minnesota
$2.84M +$410K +4,050 +17%
GAM
797
Gotham Asset Management
New York
$2.83M +$762K +7,523 +37%
FIB
798
First Interstate Bank
Montana
$2.83M -$393K -3,880 -12%
PP
799
Prosperity Planning
Missouri
$2.8M -$2.64M -27,177 Closed
CTWM
800
Cherry Tree Wealth Management
Minnesota
$2.79M +$3.95K +39 +0.1%
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