AGG icon

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 %
TIM
876
Thompson Investment Management
Wisconsin
$2.1M +$24.5K +242 +1%
SWM
877
Stockman Wealth Management
Montana
$2.08M +$12.6K +124 +0.6%
SW
878
SlateStone Wealth
Florida
$2.08M -$145K -1,430 -7%
E3F
879
Eight 31 Financial
Texas
$2.07M +$555K +5,476 +37%
Bessemer Group
880
Bessemer Group
New Jersey
$2.06M +$505K +4,990 +33%
Tudor Investment Corp
881
Tudor Investment Corp
Connecticut
$2.04M +$2.04M +20,159 New
FNWM
882
Financial Network Wealth Management
Utah
$2.04M -$57.8K -571 -3%
CFP
883
Cascade Financial Partners
California
$2.04M -$331K -3,349 -14%
TIM
884
Total Investment Management
Arizona
$2.02M -$54K -533 -3%
WWA
885
WCG Wealth Advisors
Nevada
$2.01M +$2.01M +19,812 New
HKIM
886
Hayek Kallen Investment Management
Alabama
$2M -$21.8K -215 -1%
AI
887
Auour Investments
Massachusetts
$2M +$37.3K +379 +2%
AWP
888
Ascent Wealth Partners
New York
$1.99M -$103K -1,015 -5%
GWM
889
GSB Wealth Management
Connecticut
$1.99M +$125K +1,237 +7%
FAM
890
Frontier Asset Management
Wyoming
$1.98M -$42.3K -418 -2%
NWAG
891
Net Worth Advisory Group
Utah
$1.96M +$1.96M +19,389 New
AM
892
Atwater Malick
Pennsylvania
$1.95M +$21.4K +211 +1%
SCP
893
Stevens Capital Partners
Nebraska
$1.95M +$52.1K +514 +3%
SAF
894
Smith Anglin Financial
Texas
$1.95M -$949K -9,372 -33%
PA
895
Pinnacle Associates
New York
$1.94M +$44.4K +447 +2%
RIA
896
Realta Investment Advisors
Delaware
$1.94M +$154K +1,552 +9%
SHFA
897
SC&H Financial Advisors
Maryland
$1.94M +$8.81K +87 +0.5%
MWM
898
Meridian Wealth Management
Kentucky
$1.93M +$1.93M +19,098 New
UCB
899
United Community Bank
South Carolina
$1.93M +$85.6K +845 +5%
OFS
900
Orrstown Financial Services
Pennsylvania
$1.93M +$1.93M +19,025 New
34 35
36
37 38