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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 %
SC
801
Savant Capital
Illinois
$2.43M +$23.8K +243 +1%
ACM
802
AUA Capital Management
Pennsylvania
$2.43M +$933K +9,524 +62%
TC
803
Trilogy Capital
California
$2.43M -$553K -5,646 -19%
ES
804
Eagle Strategies
New York
$2.42M -$5.3M -54,161 -69%
MAWA
805
Moss Adams Wealth Advisors
Washington
$2.38M -$1.05M -10,673 -30%
PWP
806
Perfromance Wealth Partners
Illinois
$2.38M -$839K -8,562 -26%
GT
807
Glenview Trust
Kentucky
$2.36M +$748K +7,638 +47%
PWW
808
Pettyjohn Wood & White
Virginia
$2.36M +$290K +2,960 +14%
CWM
809
C2C Wealth Management
Arizona
$2.34M – – –
HPM
810
Hoxton Planning & Management
West Virginia
$2.33M +$18.4K +188 +0.8%
LC
811
LCNB Corp
Ohio
$2.32M +$45.1K +460 +2%
APCM
812
Alaska Permanent Capital Management
Alaska
$2.31M – – –
CFP
813
Cascade Financial Partners
California
$2.3M +$2.3M +24,000 New
WFA
814
Wells Financial Advisors
Massachusetts
$2.29M +$132K +1,350 +6%
CW
815
Cooksen Wealth
Texas
$2.29M -$3.92K -40 -0.2%
AO
816
Advisor OS
Illinois
$2.27M -$58.4K -596 -3%
SW
817
SlateStone Wealth
Florida
$2.25M -$313K -3,199 -12%
DTC
818
Davidson Trust Company
Washington
$2.24M -$149K -1,519 -6%
WIA
819
World Investment Advisors
California
$2.22M -$796K -8,126 -26%
EF
820
Empowered Funds
Pennsylvania
$2.21M -$2.17M -22,205 -50%
HSA
821
HBK Sorce Advisory
Pennsylvania
$2.2M +$292K +2,982 +15%
WSFS
822
Wilmington Savings Fund Society
Delaware
$2.16M +$2.16M +22,071 New
FSG
823
Financial Strategies Group
Michigan
$2.16M +$753K +7,772 +54%
KPWG
824
KFA Private Wealth Group
Virginia
$2.15M -$53.3K -544 -2%
CFG
825
Carr Financial Group
Massachusetts
$2.14M -$185K -1,888 -8%
31 32
33
34 35