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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 %
TC
901
Trilogy Capital
California
$1.93M +$58.8K +581 +3%
CCA
902
Cobblestone Capital Advisors
New York
$1.92M -$1.01M -10,000 -35%
IA
903
IFG Advisory
Georgia
$1.92M -$150K -1,477 -7%
AIS
904
American Investment Services
Massachusetts
$1.91M +$217K +2,146 +13%
Koshinski Asset Management
905
Koshinski Asset Management
Illinois
$1.91M -$222K -2,196 -10%
HFF
906
Halter Ferguson Financial
Indiana
$1.91M +$11.6K +115 +0.6%
DL
907
DOHJ LLC
Washington
$1.91M +$1.13M +11,207 +146%
CI
908
CX Institutional
Indiana
$1.89M -$18.3K -181 -1%
ECM
909
Evergreen Capital Management
Washington
$1.89M +$215K +2,127 +13%
MPWT
910
MassMutual Private Wealth & Trust
Connecticut
$1.89M -$239K -2,360 -11%
PCS
911
Private Client Services
Kentucky
$1.88M +$306K +3,018 +19%
CANC
912
Culbertson A N & Co
Virginia
$1.88M -$10.1K -100 -0.5%
BA
913
Bellwether Advisors
Nebraska
$1.85M -$203 -2 -0%
LFG
914
Larson Financial Group
Missouri
$1.85M +$146K +1,439 +9%
AIM
915
Acropolis Investment Management
Missouri
$1.84M +$30.6K +302 +2%
RPCA
916
Running Point Capital Advisors
California
$1.83M +$75.8K +748 +4%
CFG
917
Carr Financial Group
Massachusetts
$1.83M -$36.4K -359 -2%
GTAM
918
Global Trust Asset Management
Florida
$1.82M -$1.01K -10 -0.1%
FWA
919
FOCUS Wealth Advisors
Texas
$1.82M +$6.99K +69 +0.4%
IP
920
Ignite Planners
California
$1.81M +$111K +1,096 +7%
Neuberger Berman Group
921
Neuberger Berman Group
New York
$1.81M +$385K +3,797 +27%
CPL
922
CAP Partners LLC
Tennessee
$1.81M +$232K +2,295 +15%
EFA
923
Evernest Financial Advisors
Indiana
$1.8M +$347K +3,431 +24%
RIM
924
Rockbridge Investment Management
New York
$1.79M -$67.3K -665 -4%
DP
925
Dearborn Partners
Illinois
$1.78M +$13.7K +135 +0.8%
35 36
37
38 39