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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 %
AWMS
826
Advocacy Wealth Management Services
Georgia
$2.5M +$1.86M +18,387 +292%
EWA
827
ERTS Wealth Advisors
Michigan
$2.47M +$1.42K +14 +0.1%
UAG
828
United Advisor Group
Ohio
$2.46M +$323K +3,189 +15%
BCM
829
Becker Capital Management
Oregon
$2.46M +$755K +7,456 +44%
ASFA
830
All Season Financial Advisors
Colorado
$2.46M -$728K -7,189 -23%
LC
831
Lindbrook Capital
California
$2.45M +$570K +5,628 +30%
BIA
832
Bigelow Investment Advisors
Maine
$2.45M +$191K +1,885 +8%
Retirement Systems of Alabama
833
Retirement Systems of Alabama
Alabama
$2.45M +$34.4K +340 +1%
OAM
834
Occidental Asset Management
California
$2.43M -$56.6K -559 -2%
WCM
835
Wealthcare Capital Management
Virginia
$2.42M +$180K +1,780 +8%
FW
836
Fairway Wealth
Ohio
$2.4M +$304K +3,005 +15%
EF
837
Empowered Funds
Pennsylvania
$2.4M +$563K +5,581 +31%
UB
838
Umpqua Bank
Oregon
$2.39M +$2.11M +20,800 +754%
CFIM
839
Client First Investment Management
Wisconsin
$2.38M +$2.38M +23,529 New
MAWA
840
Moss Adams Wealth Advisors
Washington
$2.38M +$26.6K +263 +1%
RJTCONH
841
Raymond James Trust Company of New Hampshire
New Hampshire
$2.38M +$135K +1,337 +6%
MWPCG
842
Measured Wealth Private Client Group
New Hampshire
$2.38M +$3.75K +37 +0.2%
DWP
843
Daymark Wealth Partners
Ohio
$2.38M +$62.9K +621 +3%
CW
844
Cooksen Wealth
Texas
$2.38M +$77.1K +761 +3%
LC
845
LCNB Corp
Ohio
$2.37M -$53.2K -525 -2%
ZF
846
Zhang Financial
Michigan
$2.36M +$466K +4,603 +25%
SSWM
847
Sheets Smith Wealth Management
North Carolina
$2.36M +$173K +1,710 +8%
WTC
848
WhitTier Trust Company
Nevada
$2.35M +$296K +2,927 +14%
FNBT
849
FineMark National Bank & Trust
Florida
$2.34M +$856K +8,450 +58%
CWP
850
Cyndeo Wealth Partners
Florida
$2.34M -$31.4M -310,488 -93%
32 33
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