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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 %
CA
1226
Cambridge Advisors
Nebraska
$654K – – –
CA
1227
Calton & Associates
Florida
$652K +$8.71K +86 +1%
MOS
1228
MGO One Seven
Ohio
$652K -$306K -3,023 -32%
Bank Julius Baer & Co
1229
Bank Julius Baer & Co
Switzerland
$651K -$1.47M -12,269 -69%
TCG
1230
Transcendent Capital Group
Oklahoma
$651K -$356K -3,517 -35%
AF
1231
Aviso Financial
Ontario, Canada
$642K – – –
SGWM
1232
Sterling Group Wealth Management
California
$638K +$405 +4 +0.1%
MA
1233
Montag & Associates
Georgia
$636K – – –
GA
1234
GFS Advisors
Texas
$628K +$158K +1,563 +34%
LNB
1235
Ledyard National Bank
$627K +$30K +296 +5%
LRIA
1236
Leonard Rickey Investment Advisors
Washington
$626K -$15K -148 -2%
AWM
1237
Aprio Wealth Management
Georgia
$626K +$104K +1,024 +20%
PS
1238
Planned Solutions
California
$625K +$50.8K +502 +9%
RDWM
1239
Red Door Wealth Management
Tennessee
$624K +$218K +2,151 +54%
Pictet Asset Management
1240
Pictet Asset Management
Switzerland
$620K -$1.83M -18,100 -75%
ACM
1241
Absolute Capital Management
Pennsylvania
$616K +$616K +6,086 New
RWP
1242
Revolve Wealth Partners
New Jersey
$616K +$51.4K +508 +9%
CA
1243
CoreCap Advisors
Michigan
$614K +$614K +6,063 New
SFS
1244
Summit Financial Strategies
Ohio
$614K -$159K -1,572 -21%
TCM
1245
Towneley Capital Management
California
$612K -$144K -1,418 -19%
FLPIM
1246
F.L. Putnam Investment Management
Massachusetts
$611K -$50.6K -500 -8%
BCP
1247
Berkeley Capital Partners
Georgia
$608K +$12.2K +120 +2%
IWN
1248
Independent Wealth Network
Iowa
$606K -$10.8K -107 -2%
FAM
1249
Family Asset Management
South Carolina
$606K -$1.01K -10 -0.2%
CJH
1250
Christopher J. Hasenberg
Wisconsin
$603K -$22.7K -227 -4%
48 49
50
51 52