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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 %
RWIA
1126
Roger Wittlin Investment Advisory
California
$907K -$400K -3,954 -31%
HH
1127
Hilltop Holdings
Texas
$907K -$39.7K -392 -4%
WGC
1128
Watts Gwilliam & Co
Arizona
$906K +$906K +9,080 New
LPAM
1129
Lodestar Private Asset Management
California
$903K -$103K -1,014 -10%
PF
1130
Penney Financial
Texas
$899K -$41.7K -412 -4%
CPBTD
1131
Central Pacific Bank - Trust Division
Hawaii
$894K -$3.75K -37 -0.4%
PCMC
1132
Private Capital Management (Colorado)
Colorado
$889K +$270K +2,662 +43%
KAS
1133
KPP Advisory Services
Kentucky
$883K -$60.4K -596 -6%
IAG
1134
Investment Advisory Group
Massachusetts
$882K +$20.3K +200 +2%
RF
1135
RHS Financial
California
$881K +$4.66K +46 +0.5%
SP
1136
Sequent Planning
Nebraska
$878K +$878K +8,669 New
TRCT
1137
Tower Research Capital (TRC)
New York
$878K -$496K -4,893 -36%
JIP
1138
Jaffetilchin Investment Partners
Florida
$872K -$28K -276 -3%
TFG
1139
Tilson Financial Group
New Jersey
$869K +$869K +8,582 New
IC
1140
Inscription Capital
Texas
$866K -$114K -1,127 -12%
HP
1141
Hilltop Partners
Indiana
$866K -$718K -7,088 -45%
PFA
1142
Pathway Financial Advisors
Vermont
$866K +$4.66K +46 +0.5%
VT
1143
Vise Technologies
New York
$863K +$185K +1,823 +27%
BIP
1144
Blueprint Investment Partners
North Carolina
$862K -$32.6K -322 -4%
RI
1145
Rinkey Investments
California
$861K -$45.2K -446 -5%
AA
1146
Advisory Alpha
Michigan
$861K +$102K +1,003 +13%
DFA
1147
DHK Financial Advisors
New Hampshire
$861K +$861K +8,500 New
DPI
1148
Diversified Portfolios Inc
Michigan
$853K -$41.9K -414 -5%
FWIA
1149
Fort Washington Investment Advisors
Ohio
$853K +$481K +4,749 +129%
AAS
1150
Annex Advisory Services
Wisconsin
$851K -$571K -5,635 -40%
44 45
46
47 48