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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 %
PPWP
1276
Premier Path Wealth Partners
New Jersey
$543K +$37.4K +369 +7%
CCFM
1277
Clear Creek Financial Management
Washington
$542K -$42.8K -423 -7%
BL
1278
BFSG LLC
California
$540K -$4.66K -46 -0.9%
QP
1279
Quartz Partners
New York
$539K +$539K +5,320 New
WP
1280
WealthPLAN Partners
Nebraska
$534K -$182K -1,797 -25%
EWA
1281
Etesian Wealth Advisors
Oregon
$534K +$534K +5,270 New
BDFN
1282
Bond & Devick Financial Network
Minnesota
$531K +$27.8K +275 +6%
GCA
1283
Gradient Capital Advisors
California
$531K +$10K +99 +2%
CWM
1284
Cornerstone Wealth Management
Missouri
$526K +$11K +109 +2%
CG
1285
CFO4Life Group
Texas
$525K +$81.8K +808 +18%
WWM
1286
Waterway Wealth Management
Texas
$525K -$157K -1,555 -23%
EFS
1287
Essex Financial Services
Connecticut
$518K -$195 -106 -0%
CGA
1288
Crescent Grove Advisors
Illinois
$517K +$21.6K +213 +4%
FFA
1289
Fragasso Financial Advisors
Pennsylvania
$514K -$3.24K -32 -0.6%
T
1290
Tidemark
California
$513K – – –
HIP
1291
HUB Investment Partners
Texas
$512K -$28K -276 -5%
LWM
1292
LJI Wealth Management
Indiana
$510K +$2.33K +23 +0.5%
AQR Capital Management
1293
AQR Capital Management
Connecticut
$506K +$506K +5,000 New
Verition Fund Management
1294
Verition Fund Management
Connecticut
$506K +$506K +5,000 New
KC
1295
Kingfisher Capital
North Carolina
$505K +$247K +2,443 +96%
CCG
1296
Coastwise Capital Group
California
$503K +$37.3K +368 +8%
NG
1297
NWK Group
California
$501K -$29K -286 -5%
BFM
1298
Boston Financial Management
Massachusetts
$501K -$1.72K -17 -0.3%
BFG
1299
Beacon Financial Group
Texas
$498K +$9.62K +95 +2%
BWP
1300
Bernardo Wealth Planning
Pennsylvania
$497K +$22.3K +224 +5%
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