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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,733 hedge funds and large institutions have $91.1B invested in iShares Core US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 820 increasing their positions, 613 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.12%
Holding in Top 10
352
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.28%
% of All Funds
5.1%
New
131
Increased
820
Reduced
613
Closed
128
Calls
$26.1M
Puts
$3.21M
Net Calls
+$22.9M
Net Calls Change
+$61.4M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$784M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$675M
3
Goldman Sachs
Goldman Sachs
New York
+$584M
4
Wells Fargo
Wells Fargo
California
+$391M
5
RJA
Raymond James & Associates
Florida
+$293M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$754M
3
PEGL
P/E Global LLC
Massachusetts
-$610M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$349M
5
USAA
United Services Automobile Association
Texas
-$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
951
Schechter Investment Advisors
Michigan
$1.39M -$3.62K -37 -0.3%
ACA
952
Aptus Capital Advisors
Alabama
$1.38M -$37.3K -381 -3%
RWM
953
RBA Wealth Management
California
$1.36M +$72.7K +742 +6%
MWM
954
McNaughton Wealth Management
California
$1.35M -$335K -3,416 -20%
CPL
955
CAP Partners LLC
Tennessee
$1.35M +$120K +1,221 +10%
IPW
956
Intergy Private Wealth
Colorado
$1.34M +$137K +1,398 +11%
RW
957
Rede Wealth
Virginia
$1.34M +$70.2K +717 +6%
CCG
958
Cypress Capital Group
Florida
$1.34M +$269K +2,749 +25%
FOA
959
Five Oceans Advisors
California
$1.33M +$810K +8,273 +157%
ZCM
960
Ziegler Capital Management
Illinois
$1.33M -$61.2K -625 -4%
GAM
961
Gotham Asset Management
New York
$1.32M +$1.32M +13,477 New
ACA
962
Anchor Capital Advisors
Massachusetts
$1.32M – – –
RTL
963
Red Tortoise LLC
Georgia
$1.31M +$7.74K +79 +0.6%
WS
964
Wedbush Securities
California
$1.31M +$143K +1,462 +12%
BWM
965
BKM Wealth Management
Wisconsin
$1.31M +$449K +4,585 +52%
FLPIM
966
F.L. Putnam Investment Management
Massachusetts
$1.3M +$283K +2,888 +28%
VFA
967
Voya Financial Advisors
Connecticut
$1.3M -$94.9K -968 -7%
WGCA
968
Wolf Group Capital Advisors
Virginia
$1.3M – – –
PO
969
Private Ocean
California
$1.3M +$329K +3,364 +34%
KBFS
970
Kohmann Bosshard Financial Services
Ohio
$1.29M -$240K -2,453 -16%
RFG
971
Range Financial Group
Oregon
$1.28M +$41.7K +426 +3%
TWP
972
Total Wealth Planning
Ohio
$1.28M -$48.4K -494 -4%
PCMF
973
Private Capital Management (Florida)
Florida
$1.28M +$68.5K +699 +6%
TFGT
974
TS Financial Group (TSFG)
Illinois
$1.27M -$108K -1,104 -8%
PWG
975
Private Wealth Group
Florida
$1.27M – – –
37 38
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