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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 %
WF
1201
Warner Financial
Maryland
$701K – – –
VC
1202
Veracity Capital
Georgia
$701K -$8K -79 -1%
SC
1203
Summa Corp
Texas
$699K +$142K +1,400 +25%
AP
1204
Americana Partners
Texas
$696K +$213K +2,104 +44%
FFA
1205
Florida Financial Advisors
Florida
$694K +$485K +4,789 +232%
LIG
1206
Lokken Investment Group
Delaware
$694K +$28.6K +282 +4%
HS
1207
Horan Securities
United States
$692K +$294K +2,899 +74%
SFCL
1208
Strengthening Families & Communities LLC
Massachusetts
$692K +$12.6K +124 +2%
FH
1209
FWG Holdings
Florida
$691K -$464K -4,713 -40%
AAM
1210
Augustine Asset Management
Florida
$690K +$690K +6,812 New
CWS
1211
Cypress Wealth Services
California
$689K -$53.7K -530 -7%
PP
1212
Patten & Patten
Tennessee
$687K -$3.65K -36 -0.5%
AHL
1213
Abel Hall LLC
Louisiana
$686K -$8.41K -83 -1%
GL
1214
Gerber LLC
Ohio
$684K – – –
EFG
1215
Elios Financial Group
Ohio
$681K +$681K +6,727 New
MA
1216
MCF Advisors
Kentucky
$674K -$97.7K -965 -13%
SSC
1217
Syverson Strege & Co
Iowa
$673K -$22.1K -218 -3%
RPGK
1218
Retirement Planning Group (Kansas)
Kansas
$667K +$57.4K +567 +9%
WAM
1219
WNY Asset Management
New York
$667K -$72.2K -713 -10%
NA
1220
Nottingham Advisors
New York
$667K – – –
FAG
1221
Fortitude Advisory Group
Washington
$666K +$36.7K +362 +6%
Vanguard Group
1222
Vanguard Group
Pennsylvania
$665K +$415K +4,095 +166%
BRIA
1223
Balanced Rock Investment Advisors
Massachusetts
$660K – – –
EWM
1224
Empirical Wealth Management
Washington
$658K +$91.2K +901 +16%
AFG
1225
Argent Financial Group
Louisiana
$655K +$655K +6,467 New
47 48
49
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