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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.

Holders
1,782
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
25.78%
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
1
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$823M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.95B
4
USAA
4
United Services Automobile Association
Texas
$925M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$12.3B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.15B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M
3
Jane Street
3
Jane Street
New York
$43.1M
4
SFC
4
Strategic Financial Concepts
Texas
$1.65M
5
Bank of America
5
Bank of America
North Carolina
$4.03B
Name Market Value Shares Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$101M 996,327 +301 +0%
Sumitomo Mitsui Trust Group
102
Sumitomo Mitsui Trust Group
Japan
$101M 992,594 – –
TW
103
Trajan Wealth
Arizona
$100M 989,922 +29,472 +3%
GLLW
104
Graves Light Lenhart Wealth
Virginia
$99.2M 979,332 -55,545 -5%
RCG
105
Rock Creek Group
District of Columbia
$97.3M 961,080 -322,580 -25%
SMFG
106
Sumitomo Mitsui Financial Group
Japan
$96.8M 956,225 +65,251 +7%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$96.8M 955,526 +791,922 +484%
KWM
108
Kingsview Wealth Management
Oregon
$95.9M 947,014 -27,981 -3%
TC
109
Trust Company
Kansas
$95.7M 944,669 +79,218 +9%
PCIG
110
Partners Capital Investment Group
Massachusetts
$94.9M 937,113 +937,113 New
KeyBank National Association
111
KeyBank National Association
Ohio
$91.3M 901,674 +58,549 +7%
Fisher Asset Management
112
Fisher Asset Management
Washington
$91.3M 901,300 +46,389 +5%
RA
113
Rational Advisors
New York
$90.5M 893,650 -31,238 -3%
NA
114
NewEdge Advisors
Louisiana
$90.2M 891,088 -21,567 -2%
RWM
115
Ritholtz Wealth Management
New York
$89.8M 887,008 +46,507 +6%
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$89.3M 881,827 -17,169 -2%
Mirae Asset Global Investments
117
Mirae Asset Global Investments
South Korea
$88.8M 874,450 +57,913 +7%
Deutsche Bank
118
Deutsche Bank
Germany
$88.1M 870,076 +679,106 +356%
EW
119
Evoke Wealth
California
$86.7M 856,187 +852,092 +20,808%
BPA
120
Beacon Pointe Advisors
California
$83.9M 828,211 +12,593 +2%
Corient Private Wealth
121
Corient Private Wealth
Florida
$81.1M 801,089 -144,839 -15%
BAAM
122
Baker Avenue Asset Management
California
$80.9M 799,314 +20,749 +3%
SCM
123
Steele Capital Management
Iowa
$80.5M 795,093 +27,880 +4%
CA
124
Cambridge Associates
Massachusetts
$79.5M 785,101 +9,952 +1%
AF
125
Alerus Financial
North Dakota
$78.6M 776,338 -31,770 -4%
3 4
5
6 7