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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 %
CWM
851
C2C Wealth Management
Arizona
$2.33M -$13.8K -140 -0.6%
SFA
852
Source Financial Advisors
New York
$2.33M -$4.15K -41 -0.2%
DTC
853
Davidson Trust Company
Washington
$2.32M +$201K +1,985 +9%
SSB
854
Sandy Spring Bank
Maryland
$2.32M +$66.9K +661 +3%
CKAIS
855
Christensen King & Associates Investment Services
Washington
$2.31M -$138K -1,365 -6%
NAM
856
NTV Asset Management
West Virginia
$2.28M +$87.5K +864 +4%
TWC
857
TD Waterhouse Canada
Ontario, Canada
$2.26M -$935K -9,235 -29%
EWM
858
Evermay Wealth Management
Virginia
$2.26M -$3.22M -31,766 -59%
BBVA
859
Banco Bilbao Vizcaya Argentaria
Spain
$2.24M -$16.4M -161,492 -88%
AAS
860
Asset Allocation Strategies
Michigan
$2.23M +$2.23M +22,013 New
RK
861
Rather & Kittrell
Tennessee
$2.22M +$105K +1,038 +5%
NC
862
Napatree Capital
Rhode Island
$2.22M +$230K +2,273 +12%
SIA
863
Schechter Investment Advisors
Michigan
$2.22M +$1.04M +10,283 +89%
EP
864
Edgestream Partners
New Jersey
$2.21M -$1.65M -16,310 -43%
MWM
865
McNaughton Wealth Management
California
$2.21M +$784K +7,739 +55%
WWM
866
Western Wealth Management
Colorado
$2.19M +$668K +6,595 +44%
DA
867
Denali Advisors
California
$2.19M +$2.19M +21,606 New
AAS
868
Ameritas Advisory Services
Nebraska
$2.18M +$365K +3,609 +20%
CCM
869
Canal Capital Management
Virginia
$2.17M -$61.4K -606 -3%
TSW
870
Thompson Siegel & Walmsley
Virginia
$2.15M +$27.1K +268 +1%
WMA
871
West Michigan Advisors
Michigan
$2.14M +$54.2K +535 +3%
CAM
872
Chandler Asset Management
California
$2.12M – – –
SAM
873
Summit Asset Management
Tennessee
$2.11M +$289K +2,851 +16%
CMAI
874
Capital Management Associates Inc
Minnesota
$2.1M +$1.01M +9,951 +92%
BFIC
875
Bedell Frazier Investment Counselling
California
$2.1M -$65.3K -645 -3%
33 34
35
36 37