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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 %
AWM
1026
Ariadne Wealth Management
California
$1.28M +$98 +1 +0%
S
1027
SignatureFD
Georgia
$1.27M +$245K +2,419 +24%
HWMO
1028
Heritage Wealth Management (Ohio)
Ohio
$1.27M -$910K -8,982 -42%
NL
1029
NDWM LLC
California
$1.27M +$323K +3,194 +34%
ISL
1030
Ingalls & Snyder LLC
New York
$1.26M +$40.8K +403 +3%
BFC
1031
Blue Fin Capital
Rhode Island
$1.25M +$3.34K +33 +0.3%
BWP
1032
Balboa Wealth Partners
Arizona
$1.24M -$127K -1,254 -9%
BCM
1033
Brasada Capital Management
Texas
$1.23M -$190K -1,877 -13%
HWM
1034
Horizons Wealth Management
North Carolina
$1.23M +$22.3K +220 +2%
TFGT
1035
TS Financial Group (TSFG)
Illinois
$1.22M -$51K -504 -4%
WRPWM
1036
Werba Rubin Papier Wealth Management
California
$1.21M -$8.3K -82 -0.7%
WHCFA
1037
William Howard & Co Financial Advisors
Tennessee
$1.21M – – –
HIM
1038
Hanlon Investment Management
New Jersey
$1.21M +$336K +3,315 +39%
AIA
1039
Affinity Investment Advisors
California
$1.2M – – –
WAAG
1040
Wealth Alliance Advisory Group
Kansas
$1.2M +$332K +3,283 +38%
VFG
1041
V2 Financial group
Illinois
$1.19M -$1.22K -12 -0.1%
EIA
1042
Edgemoor Investment Advisors
Maryland
$1.19M +$291K +2,875 +32%
TCM
1043
Triumph Capital Management
Colorado
$1.19M -$17.9K -177 -1%
FWM
1044
Forza Wealth Management
Florida
$1.19M – – –
WHG
1045
Westwood Holdings Group
Texas
$1.17M -$377K -3,723 -24%
CIA
1046
Choate Investment Advisors
Massachusetts
$1.16M -$3.47M -34,238 -75%
EFS
1047
Econ Financial Services
Pennsylvania
$1.16M -$10.5M -103,205 -90%
AF
1048
Apollon Financial
South Carolina
$1.16M +$7.6K +75 +0.7%
EIP
1049
Ellis Investment Partners
Pennsylvania
$1.16M +$67.5K +667 +6%
VAG
1050
Vannoy Advisory Group
Texas
$1.15M +$23.7K +234 +2%
40 41
42
43 44