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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 %
SFG
1001
Sage Financial Group
Pennsylvania
$1.18M -$3.04K -31 -0.3%
SC
1002
Sepio Capital
Utah
$1.17M -$173K -1,763 -13%
WHCFA
1003
William Howard & Co Financial Advisors
Tennessee
$1.17M +$1.17M +11,939 New
AIA
1004
Affinity Investment Advisors
California
$1.16M – – –
CIA
1005
Capital Investment Advisors
Georgia
$1.16M -$117K -1,198 -9%
PWP
1006
Phillips Wealth Planners
Mississippi
$1.15M +$27K +284 +2%
TPWA
1007
Twin Peaks Wealth Advisors
California
$1.15M +$423K +4,321 +58%
WAM
1008
WNY Asset Management
New York
$1.15M +$219K +2,239 +24%
LC
1009
Lindbrook Capital
California
$1.14M +$1.11M +11,376 +4,862%
MFA
1010
Mayflower Financial Advisors
Massachusetts
$1.13M -$55.3K -565 -5%
Loomis, Sayles & Company
1011
Loomis, Sayles & Company
Massachusetts
$1.13M -$2.73M -27,893 -71%
SFP
1012
Shepherd Financial Partners
Massachusetts
$1.13M -$217K -2,211 -16%
RFA
1013
Resurgent Financial Advisors
Georgia
$1.13M -$206K -2,101 -15%
FWM
1014
Forza Wealth Management
Florida
$1.12M +$39.2K +400 +4%
AWM
1015
Avior Wealth Management
Nebraska
$1.12M +$547K +5,638 +96%
CPBTD
1016
Central Pacific Bank - Trust Division
Hawaii
$1.12M +$1.12M +11,541 New
FH
1017
FWG Holdings
Florida
$1.12M +$4.92K +51 +0.4%
PI
1018
PineBridge Investments
New York
$1.12M -$9.79K -100 -0.9%
CIBC Asset Management
1019
CIBC Asset Management
Ontario, Canada
$1.12M +$194K +1,976 +21%
JWBC
1020
John W. Brooker & Co
California
$1.12M -$126K -1,286 -10%
TCM
1021
Towneley Capital Management
California
$1.11M +$3.82K +39 +0.3%
MFIM
1022
Mesirow Financial Investment Management
Illinois
$1.11M +$208K +2,124 +23%
KFG
1023
Kingdom Financial Group
Arizona
$1.1M +$662K +6,758 +150%
LPAM
1024
Lodestar Private Asset Management
California
$1.1M +$20.6K +210 +2%
MWM
1025
MorganRosel Wealth Management
Colorado
$1.1M -$1.07M -10,905 -49%
39 40
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