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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 %
BC
1001
Bakala Capital
South Carolina
$1.35M +$37.1K +366 +3%
HNW
1002
High Note Wealth
Minnesota
$1.34M +$1.08M +10,703 +426%
BCM
1003
Bourgeon Capital Management
Connecticut
$1.33M +$196K +1,939 +17%
ACGA
1004
Atlanta Consulting Group Advisors
Georgia
$1.33M +$514K +5,079 +63%
PGFC
1005
Peapack-Gladstone Financial Corp
New Jersey
$1.33M -$268K -2,644 -17%
BP
1006
BBR Partners
New York
$1.33M +$103K +1,018 +8%
PIWA
1007
Prevail Innovative Wealth Advisors
Kansas
$1.33M +$124K +1,221 +10%
PCMF
1008
Private Capital Management (Florida)
Florida
$1.33M +$14.3K +141 +1%
GPA
1009
Garrison Point Advisors
California
$1.32M +$4.05K +40 +0.3%
VFA
1010
Voya Financial Advisors
Connecticut
$1.32M -$2.03K -20 -0.2%
IIC
1011
Integrated Investment Consultants
Michigan
$1.32M +$331K +3,265 +34%
KWMG
1012
King Wealth Management Group
Florida
$1.31M -$69.6K -687 -5%
Millennium Management
1013
Millennium Management
New York
$1.31M +$1.31M +12,963 New
PWG
1014
Private Wealth Group
Florida
$1.31M – – –
PWP
1015
Phillips Wealth Planners
Mississippi
$1.31M +$47.4K +474 +4%
OP
1016
ORG Partners
Indiana
$1.31M +$40K +395 +3%
TWP
1017
Total Wealth Planning
Ohio
$1.31M – – –
UB
1018
UMB Bank
Missouri
$1.3M -$273K -2,700 -17%
SB
1019
Strategic Blueprint
Georgia
$1.3M +$74.8K +739 +6%
JWM
1020
JGP Wealth Management
Oregon
$1.3M +$224K +2,213 +21%
WGCA
1021
Wolf Group Capital Advisors
Virginia
$1.3M -$1.37M -13,991 -51%
SS
1022
Sunbelt Securities
Texas
$1.29M +$704K +6,956 +120%
NL
1023
NVWM LLC
Pennsylvania
$1.29M +$216K +2,130 +20%
SW
1024
SteelPeak Wealth
California
$1.28M -$18.4K -182 -1%
MFIM
1025
Mesirow Financial Investment Management
Illinois
$1.28M +$10.5K +104 +0.8%
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