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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 %
KBFS
1151
Kohmann Bosshard Financial Services
Ohio
$850K +$2.94K +29 +0.3%
BCM
1152
Brookmont Capital Management
Texas
$850K +$16.4K +162 +2%
WC
1153
Whitney & Co
New York
$849K +$203 +2 +0%
VFIC
1154
Valley Forge Investment Consultants
Pennsylvania
$848K +$40.8K +403 +5%
USB
1155
Union Savings Bank
Connecticut
$843K -$13.7K -135 -2%
PIA
1156
Perennial Investment Advisors
California
$833K -$21.6K -213 -3%
LA
1157
Latitude Advisors
Florida
$830K +$164K +1,618 +25%
CW
1158
CIC Wealth
Maryland
$827K +$37.8K +373 +5%
TCA
1159
Transcend Capital Advisors
New Jersey
$824K +$143K +1,413 +21%
MYIA
1160
Mount Yale Investment Advisors
Colorado
$823K +$342K +3,381 +71%
LNWWM
1161
Laird Norton Wetherby Wealth Management
California
$819K -$68.3K -674 -8%
MW
1162
MBL Wealth
North Carolina
$818K +$42.5K +420 +5%
FAM
1163
Flaharty Asset Management
Florida
$814K -$1.52K -15 -0.2%
PCM
1164
Pointe Capital Management
Michigan
$813K +$321K +3,168 +65%
TYCC
1165
Texas Yale Capital Corp
Florida
$812K +$518K +5,113 +176%
RBA
1166
Richard Bernstein Advisors
New York
$808K +$808K +7,974 New
FSA
1167
Financial Services Advisory
Maryland
$807K +$29.4K +290 +4%
CL
1168
COWA LLC
Oklahoma
$802K +$802K +7,920 New
AA
1169
Axiom Advisory
California
$798K +$6.49K +65 +0.8%
KFG
1170
Kingdom Financial Group
Arizona
$794K +$198K +1,953 +33%
PWMG
1171
Pinnacle Wealth Management Group
Michigan
$781K -$6.79M -67,053 -90%
SP
1172
Successful Portfolios
Florida
$778K -$3.55K -35 -0.5%
OGF
1173
Orin Green Financial
California
$777K – – –
CA
1174
Cornerstone Advisory
Maryland
$771K +$66.1K +653 +9%
SCA
1175
Stillwater Capital Advisors
Pennsylvania
$763K +$763K +7,530 New
45 46
47
48 49