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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
1251
Continuum Advisory
Idaho
$602K +$167K +1,705 +38%
CMBA
1252
C.M. Bidwell & Associates
Hawaii
$602K +$26.3K +260 +5%
SC
1253
SouthState Corp
Florida
$602K +$172K +1,700 +40%
SOS
1254
Silver Oak Securities
Tennessee
$601K -$420K -4,208 -41%
CCB
1255
Country Club Bank
Missouri
$599K -$154K -1,519 -20%
PC
1256
Prairiewood Capital
North Dakota
$599K -$8K -79 -1%
FWP
1257
FAS Wealth Partners
Kansas
$594K +$1.52K +15 +0.3%
ICM
1258
IMS Capital Management
Oregon
$593K – – –
AFA
1259
Alpha Financial Advisors
North Carolina
$588K +$19.8K +196 +3%
PAM
1260
Palisade Asset Management
Minnesota
$582K – – –
DW30
1261
Drucker Wealth 3.0
New Jersey
$580K +$34.4K +340 +6%
T
1262
TrueFG
Texas
$578K +$11.4K +113 +2%
BC
1263
Burney Company
Virginia
$573K -$4.96K -49 -0.9%
HWA
1264
HHM Wealth Advisors
Tennessee
$564K -$17.2K -170 -3%
HGA
1265
Hobbs Group Advisors
South Carolina
$563K +$549K +5,418 +3,737%
SWP
1266
Strategic Wealth Partners
Ohio
$562K -$482K -4,760 -46%
AAM
1267
Ameraudi Asset Management
New York
$559K – – –
LCWP
1268
Legacy Capital Wealth Partners
Arkansas
$558K +$160K +1,580 +40%
PWM
1269
Power Wealth Management
Georgia
$554K +$23.5K +232 +4%
VCP
1270
Verus Capital Partners
Arizona
$553K +$37.7K +372 +7%
CCP
1271
Carmel Capital Partners
California
$546K +$292K +2,881 +115%
WFA
1272
Wells Financial Advisors
Massachusetts
$546K -$1.71M -16,856 -76%
MSCM
1273
McElhenny Sheffield Capital Management
Texas
$545K -$2.03K -20 -0.4%
MWM
1274
Modern Wealth Management
Kansas
$545K +$2.33K +23 +0.4%
BCMLT
1275
Beacon Capital Management LLC (Tennessee)
Tennessee
$543K +$307K +3,036 +131%
49 50
51
52 53