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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 %
SQA
926
Simon Quick Advisors
New Jersey
$1.78M -$1.93M -19,058 -52%
GSEP
927
Golden State Equity Partners
California
$1.76M -$908K -8,971 -34%
HWMC
928
Heritage Wealth Management (California)
California
$1.76M +$11.7K +116 +0.7%
RGF
929
Retirement Guys Formula
Ohio
$1.76M +$102K +1,005 +6%
IDA
930
Intelligence Driven Advisers
California
$1.74M -$50.5K -499 -3%
ACP
931
Aviance Capital Partners
Florida
$1.74M -$199K -1,968 -10%
BI
932
Ballast Inc
Kentucky
$1.74M +$18.8K +186 +1%
MWM
933
Mission Wealth Management
California
$1.72M -$431K -4,257 -20%
MFG
934
Merit Financial Group
Georgia
$1.71M -$1.42M -14,029 -45%
CF
935
Clarity Financial
Texas
$1.71M +$109K +1,077 +7%
NFP
936
Narus Financial Partners
Utah
$1.71M +$73K +721 +4%
DWS
937
Discipline Wealth Solutions
South Carolina
$1.71M +$1.13M +11,188 +197%
AWM
938
Aries Wealth Management
Maine
$1.7M +$1.25M +12,354 +278%
LA
939
Lifeworks Advisors
Michigan
$1.69M +$526K +5,197 +45%
TCM
940
TruNorth Capital Management
Michigan
$1.69M +$7.19K +71 +0.4%
CB
941
Cadence Bank
Mississippi
$1.69M +$1.69M +16,693 New
JFG
942
JMG Financial Group
Illinois
$1.69M -$21.2K -209 -1%
Balyasny Asset Management
943
Balyasny Asset Management
Illinois
$1.69M -$3.52M -34,735 -68%
NS
944
NBC Securities
Alabama
$1.68M +$159K +1,567 +10%
BWM
945
BKM Wealth Management
Wisconsin
$1.67M -$10.7K -106 -0.6%
SL
946
Sentinus LLC
Illinois
$1.66M -$3.2M -51,387 -66%
ONB
947
Old National Bancorp
Indiana
$1.65M +$15.5K +153 +0.9%
SFC
948
Strategic Financial Concepts
Texas
$1.65M -$189M -1,863,969 -99%
CIA
949
Capital Investment Advisors
Georgia
$1.65M +$84K +829 +5%
P
950
Pitcairn
Pennsylvania
$1.62M – – –
36 37
38
39 40