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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 %
SC
951
Schiavi & Co
Delaware
$1.61M +$50.6K +500 +3%
DCC
952
Dow Chemical Company
Michigan
$1.61M – – –
WC
953
Weil Company
California
$1.61M – – –
CCG
954
Cypress Capital Group
Florida
$1.61M +$30.6K +302 +2%
GC
955
GFG Capital
Florida
$1.6M +$1.12M +10,984 +234%
CAS
956
Coppell Advisory Solutions
Texas
$1.6M -$251K -2,471 -14%
TWM
957
TSA Wealth Management
Texas
$1.6M +$72.2K +713 +5%
SFG
958
Sage Financial Group
Pennsylvania
$1.6M +$118K +1,163 +8%
FMI
959
F/M Investments
District of Columbia
$1.58M +$206K +2,030 +15%
TFA
960
Transamerica Financial Advisors
Florida
$1.57M -$149K -1,466 -9%
WFA
961
WestHill Financial Advisors
California
$1.57M +$68.4K +675 +5%
NFG
962
Nations Financial Group
Iowa
$1.56M +$87.6K +865 +6%
AW
963
Avion Wealth
Texas
$1.56M -$155K -1,534 -9%
FNC
964
First National Corp
Massachusetts
$1.56M +$515K +5,084 +49%
FNBOMD
965
First National Bank of Mount Dora
Florida
$1.55M +$1.55M +15,348 New
TF
966
Trek Financial
Arizona
$1.55M -$80.3K -793 -5%
SIS
967
Sound Income Strategies
Florida
$1.54M -$49.3K -487 -3%
MW
968
Maia Wealth
Colorado
$1.53M +$693K +7,014 +83%
BCA
969
Bay Colony Advisors
Massachusetts
$1.53M +$203K +2,007 +15%
FCA
970
Fortis Capital Advisors
Kansas
$1.51M +$1.04M +10,228 +216%
RW
971
REDW Wealth
New Mexico
$1.51M – – –
PB
972
Pinnacle Bancorp
Nebraska
$1.5M -$16.7K -165 -1%
HCM
973
Howland Capital Management
Massachusetts
$1.49M +$1.49M +14,741 New
RWM
974
RBA Wealth Management
California
$1.49M +$72.4K +715 +5%
TVAMP
975
Tennessee Valley Asset Management Partners
Tennessee
$1.48M +$55.5K +553 +4%
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