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 %
IA
826
IFG Advisory
Georgia
$2.14M +$535K +5,466 +33%
Retirement Systems of Alabama
827
Retirement Systems of Alabama
Alabama
$2.13M – – –
CANC
828
Culbertson A N & Co
Virginia
$2.12M -$31.2K -319 -1%
PGFC
829
Peapack-Gladstone Financial Corp
New Jersey
$2.12M -$435K -4,441 -17%
HKIM
830
Hayek Kallen Investment Management
Alabama
$2.11M -$83.3K -850 -4%
BFIC
831
Bedell Frazier Investment Counselling
California
$2.11M -$47.3K -483 -2%
SSWM
832
Sheets Smith Wealth Management
North Carolina
$2.1M +$210K +2,142 +11%
H
833
HoyleCohen
California
$2.1M +$257K +2,622 +14%
AWP
834
Ascent Wealth Partners
New York
$2.1M +$381K +3,892 +22%
MPWT
835
MassMutual Private Wealth & Trust
Connecticut
$2.1M -$317K -3,239 -13%
RJTCONH
836
Raymond James Trust Company of New Hampshire
New Hampshire
$2.09M +$473K +4,827 +29%
SSB
837
Sandy Spring Bank
Maryland
$2.08M -$891K -9,102 -30%
RK
838
Rather & Kittrell
Tennessee
$2.08M -$156K -1,593 -7%
AWM
839
Accel Wealth Management
Iowa
$2.06M +$832K +8,495 +68%
TSW
840
Thompson Siegel & Walmsley
Virginia
$2.06M -$427K -4,361 -17%
OAM
841
Occidental Asset Management
California
$2.05M -$17.5K -179 -0.8%
CAM
842
Chandler Asset Management
California
$2.05M – – –
CRC
843
Curi RMB Capital
Illinois
$2.03M +$1.63M +16,660 +408%
DWA
844
Delos Wealth Advisors
Texas
$2.01M +$373K +3,809 +23%
FNWM
845
Financial Network Wealth Management
Utah
$2.01M -$33.6K -349 -2%
MCM
846
McKinley Capital Management
Alaska
$2M +$6.76K +69 +0.3%
BIA
847
Bigelow Investment Advisors
Maine
$2M -$148K -1,513 -7%
SAM
848
Synergy Asset Management
Washington
$2M +$449K +4,582 +29%
AAS
849
Annex Advisory Services
Wisconsin
$1.99M -$19.9M -202,980 -91%
LRWA
850
Long Run Wealth Advisors
New York
$1.99M +$18K +184 +0.9%
32 33
34
35 36