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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 %
BFW
1076
Brady Family Wealth
Missouri
$1.07M – – –
PA
1077
Paragon Advisors
Texas
$1.07M +$1.07M +10,552 New
KPWG
1078
KFA Private Wealth Group
Virginia
$1.07M -$767K -7,579 -42%
APWA
1079
Atlas Private Wealth Advisors
New Jersey
$1.06M -$43.9K -433 -4%
JCM
1080
Jacobi Capital Management
Pennsylvania
$1.06M -$8.91K -88 -0.8%
CCP
1081
Clarity Capital Partners
California
$1.05M +$352K +3,471 +51%
MFA
1082
Mayflower Financial Advisors
Massachusetts
$1.05M -$77K -760 -7%
LJAC
1083
L.J. Altfest & Co
New York
$1.05M -$263K -2,598 -20%
VCM
1084
Virtue Capital Management
Tennessee
$1.05M +$1.05M +10,331 New
CIBC Asset Management
1085
CIBC Asset Management
Ontario, Canada
$1.04M -$12.9K -127 -1%
PSCM
1086
Per Stirling Capital Management
Texas
$1.04M +$96.6K +954 +10%
RBFC
1087
Roman Butler Fullerton & Co
Missouri
$1.03M +$1.03M +10,363 New
HWM
1088
HighMark Wealth Management
Minnesota
$1.03M -$106K -1,042 -9%
ATC
1089
Argent Trust Co
Tennessee
$1.02M +$19.7K +195 +2%
SC
1090
Sepio Capital
Utah
$1.02M -$184K -1,821 -15%
FC
1091
Financial Consulate
Maryland
$1.02M – – –
TWM
1092
Tolleson Wealth Management
Texas
$1.02M -$551K -5,443 -35%
BCM
1093
Bowie Capital Management
Texas
$1.01M -$658K -6,500 -39%
CA
1094
Claro Advisors
Massachusetts
$1.01M -$9.32K -92 -0.9%
AWC
1095
Abundance Wealth Counselors
Pennsylvania
$1.01M +$1.01M +9,962 New
MSK
1096
Melissa S. Kampmann
$1.01M +$17.7K +175 +2%
PCM
1097
Presidio Capital Management
California
$1M -$280K -2,763 -22%
MFG
1098
Mainsail Financial Group
Washington
$997K -$6.31M -63,416 -86%
MWP
1099
Madison Wealth Partners
Wisconsin
$994K -$81.6K -806 -8%
FF
1100
Farrell Financial
New York
$992K -$27.8K -282 -3%
42 43
44
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