AGG icon

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 %
GHA
1176
GW Henssler & Associates
Georgia
$756K +$756K +7,464 New
BWM
1177
Benchmark Wealth Management
Connecticut
$754K +$38.2K +377 +5%
PRWA
1178
Platte River Wealth Advisors
Colorado
$754K -$78.5K -775 -9%
QWM
1179
Quadcap Wealth Management
Texas
$753K +$80K +790 +12%
AAG
1180
Armstrong Advisory Group
Massachusetts
$750K +$33.4K +330 +5%
HWP
1181
Hibernia Wealth Partners
Louisiana
$746K +$8.31K +82 +1%
GCA
1182
Guardian Capital Advisors
Ontario, Canada
$745K +$24.1K +238 +3%
NWA
1183
New World Advisors
Massachusetts
$745K -$60K -592 -7%
ACI
1184
Alpha Cubed Investments
California
$739K +$40.2K +397 +6%
SWA
1185
Strategies Wealth Advisors
Michigan
$738K +$145K +1,434 +25%
RWA
1186
Redhawk Wealth Advisors
Minnesota
$735K +$509K +5,024 +225%
CCA
1187
Childress Capital Advisors
Texas
$734K +$41.4K +409 +6%
HTC
1188
Haverford Trust Company
Pennsylvania
$730K +$101K +1,000 +16%
USCWA
1189
U.S. Capital Wealth Advisors
Texas
$724K – – –
TDWM
1190
Topel & Distasi Wealth Management
California
$719K +$2.73K +27 +0.4%
VCS
1191
Vaughan & Co Securities
New Jersey
$718K +$22.5K +222 +3%
CIC
1192
Carnegie Investment Counsel
Ohio
$718K -$22.8K -225 -3%
FA
1193
Fountainhead AM
New Jersey
$718K +$128K +1,268 +22%
MCI
1194
MRP Capital Investments
Georgia
$716K – – –
HFS
1195
Howard Financial Services
Texas
$715K -$33.5K -331 -4%
SIA
1196
SkyView Investment Advisors
New Jersey
$709K +$709K +7,000 New
PCA
1197
Pallas Capital Advisors
Massachusetts
$707K +$99 +1 +0%
HP
1198
Holistic Planning
Texas
$707K +$707K +6,980 New
CNC
1199
Citizens & Northern Corp
Pennsylvania
$705K -$965K -9,525 -58%
MCA
1200
MSH Capital Advisors
Arizona
$702K +$293K +2,893 +72%
46 47
48
49 50