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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 %
TTWM
1051
TCV Trust & Wealth Management
Virginia
$1.15M -$310K -3,060 -21%
CFD
1052
Creative Financial Designs
Indiana
$1.15M +$225K +2,217 +24%
PCA
1053
Providence Capital Advisors
North Carolina
$1.15M +$39.6K +391 +4%
FCP
1054
Fidelis Capital Partners
Florida
$1.14M +$1.14M +11,607 New
GF
1055
Gries Financial
Ohio
$1.14M +$65K +642 +6%
CPRC
1056
Consolidated Portfolio Review Corp
New York
$1.14M -$80.5K -795 -7%
SC
1057
Stephens Consulting
Michigan
$1.14M +$304 +3 +0%
PI
1058
PineBridge Investments
New York
$1.13M +$20.3K +200 +2%
FOA
1059
Five Oceans Advisors
California
$1.13M -$286K -2,825 -20%
RFA
1060
Register Financial Advisors
Georgia
$1.13M +$94.7K +935 +9%
NP
1061
Nilsine Partners
Colorado
$1.13M +$23.1K +228 +2%
LAM
1062
LifePro Asset Management
California
$1.13M -$68.7K -678 -6%
CB
1063
Centennial Bank
Arkansas
$1.12M -$497K -4,909 -31%
AWA
1064
Arkadios Wealth Advisors
Georgia
$1.12M +$145K +1,429 +15%
WS
1065
Wedbush Securities
California
$1.12M -$156K -1,541 -12%
MAS
1066
Madden Advisory Services
Florida
$1.11M +$152K +1,496 +16%
RFA
1067
Resurgent Financial Advisors
Georgia
$1.1M -$41.9K -414 -4%
GFG
1068
Goldstone Financial Group
Illinois
$1.1M +$45.4K +448 +4%
VWM
1069
Vigilare Wealth Management
Arizona
$1.1M +$570K +5,625 +108%
SC
1070
Sierra Capital
Florida
$1.1M -$2.18M -21,533 -67%
Fiera Capital (Canada)
1071
Fiera Capital (Canada)
Quebec, Canada
$1.09M +$827K +8,166 +312%
AC
1072
ASB Consultores
Florida
$1.09M -$45.6K -450 -4%
BCM
1073
BTC Capital Management
Iowa
$1.08M -$7.19K -71 -0.7%
SFP
1074
Shepherd Financial Partners
Massachusetts
$1.08M -$56K -553 -5%
BPWM
1075
Badgley Phelps Wealth Managers
Washington
$1.07M +$34.3K +339 +3%
41 42
43
44 45