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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 %
WMA
801
Wealth Management Associates
New Jersey
$2.79M +$88.1K +870 +3%
MM
802
Main Management
California
$2.79M +$57.6K +569 +2%
AWM
803
Accel Wealth Management
Iowa
$2.76M +$285K +2,814 +12%
AO
804
Advisor OS
Illinois
$2.75M +$409K +4,035 +17%
PFGIA
805
Patriot Financial Group Insurance Agency
Massachusetts
$2.75M +$176K +1,734 +7%
CWM
806
Cahill Wealth Management
Michigan
$2.73M -$330K -3,256 -11%
FPW
807
Flagship Private Wealth
Massachusetts
$2.7M -$130K -1,288 -5%
SIA
808
Soltis Investment Advisors
Utah
$2.68M -$427K -4,216 -14%
NWWA
809
New Wave Wealth Advisors
Arkansas
$2.67M -$436K -4,302 -14%
HOWA
810
Heritage Oak Wealth Advisors
Florida
$2.67M +$2.67M +26,409 New
HCM
811
Hollencrest Capital Management
California
$2.67M -$15.2K -150 -0.6%
ACM
812
AUA Capital Management
Pennsylvania
$2.67M +$970K +9,575 +57%
MA
813
Mosaic Advisors
Texas
$2.66M +$24.3K +240 +0.9%
ECG
814
EPIQ Capital Group
California
$2.64M +$203K +2,002 +8%
NAG
815
Northstar Advisory Group
New Jersey
$2.63M +$637K +6,287 +32%
TA
816
TFB Advisors
Kansas
$2.62M +$381K +3,761 +17%
RTC
817
Riverview Trust Company
Washington
$2.61M – – –
WP
818
WealthShield Partners
North Carolina
$2.6M +$48.6K +480 +2%
MAM
819
McLean Asset Management
Virginia
$2.6M +$60.3K +603 +2%
SGCA
820
Steel Grove Capital Advisors
Tennessee
$2.56M -$9.74K -96 -0.4%
AA
821
Alesco Advisors
New York
$2.55M -$457K -4,512 -15%
FSA
822
Financial Sense Advisors
California
$2.54M +$244K +2,407 +11%
AWM
823
Avior Wealth Management
Nebraska
$2.53M +$372K +3,685 +17%
PWW
824
Pettyjohn Wood & White
Virginia
$2.51M -$1.52K -15 -0.1%
DWA
825
Delos Wealth Advisors
Texas
$2.5M +$293K +2,891 +13%
31 32
33
34 35