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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 %
PWA
1101
Physician Wealth Advisors
Utah
$989K +$18.1K +181 +2%
PFG
1102
Pacific Financial Group
Washington
$986K -$97.5K -963 -9%
HWM
1103
HRC Wealth Management
Idaho
$985K -$35K -346 -3%
NFW
1104
Noble Family Wealth
Florida
$980K – – –
WF
1105
Welch & Forbes
Massachusetts
$979K +$91.8K +906 +10%
MWM
1106
MorganRosel Wealth Management
Colorado
$977K +$38K +375 +4%
TL
1107
Tradewinds LLC
North Carolina
$975K -$261K -2,573 -21%
EFG
1108
Ethos Financial Group
Pennsylvania
$971K +$134K +1,322 +16%
WAM
1109
Worth Asset Management
Texas
$969K +$516K +5,091 +114%
SMA
1110
Sage Mountain Advisors
Georgia
$967K +$305K +3,010 +46%
CIAS
1111
Capital Investment Advisory Services
North Carolina
$960K -$608 -6 -0.1%
AIA
1112
Angeles Investment Advisors
California
$956K +$59.9K +591 +7%
PWMAG
1113
Pinnacle Wealth Management Advisory Group
New Jersey
$955K +$19K +188 +2%
WAG
1114
Winthrop Advisory Group
Massachusetts
$955K +$387K +3,823 +68%
CCA
1115
Carrera Capital Advisors
Michigan
$951K -$171K -1,690 -15%
JWBC
1116
John W. Brooker & Co
California
$948K -$172K -1,701 -15%
ACA
1117
Affinity Capital Advisors
California
$941K -$208K -2,056 -18%
CAM
1118
Cidel Asset Management
Ontario, Canada
$933K -$811K – –
CP
1119
Castleview Partners
Texas
$932K +$14.6K +144 +2%
NW
1120
Naviter Wealth
Arkansas
$932K +$351K +3,465 +60%
SEIA
1121
Signature Estate & Investment Advisors
California
$931K -$119K -1,176 -11%
BHB
1122
Bank Hapoalim BM
Israel
$927K -$852K – –
TAM
1123
Titleist Asset Management
Texas
$917K +$101K +995 +12%
FCA
1124
FinTrust Capital Advisors
South Carolina
$913K -$61.8K -610 -6%
IPWA
1125
International Private Wealth Advisors
California
$910K +$37.3K +368 +4%
43 44
45
46 47