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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 %
TCM
1301
Traynor Capital Management
Pennsylvania
$496K -$84K -830 -14%
MWM
1302
Melfa Wealth Management
Massachusetts
$494K +$20.4K +201 +4%
FNT
1303
First National Trust
Pennsylvania
$491K -$20.6K -203 -4%
EWM
1304
Executive Wealth Management
Michigan
$490K +$490K +4,840 New
PSA
1305
Plum Street Advisors
Louisiana
$490K +$92.3K +911 +23%
GA
1306
GSG Advisors
New Jersey
$490K +$490K +4,839 New
T. Rowe Price Associates
1307
T. Rowe Price Associates
Maryland
$489K +$489K +4,820 New
RT
1308
Rockland Trust
Massachusetts
$489K -$99.9K -986 -17%
LWL
1309
Leo Wealth LLC
Texas
$482K -$40.8K -403 -8%
JWCA
1310
J.W. Coons Advisors
Ohio
$481K +$16.7K +165 +4%
BFA
1311
Beaumont Financial Advisors
Massachusetts
$477K +$2.63K +26 +0.6%
RFA
1312
RTD Financial Advisors
Pennsylvania
$477K +$5.06K +50 +1%
Simplex Trading
1313
Simplex Trading
Illinois
$476K +$476K +4,707 New
RIG
1314
RiverFront Investment Group
Virginia
$476K -$62.2K -614 -12%
CD
1315
Chapin Davis
Maryland
$473K +$8.3K +82 +2%
HHGA
1316
Halbert Hargrove Global Advisors
California
$470K +$4.36K +43 +0.9%
TPW
1317
Talon Private Wealth
Florida
$470K +$470K +4,640 New
BFA
1318
Beacon Financial Advisory
Ohio
$468K +$121K +1,195 +35%
CA
1319
Crewe Advisors
Utah
$468K -$60.3K -595 -11%
SCG
1320
Sonata Capital Group
Washington
$468K +$468K +4,621 New
E
1321
ETFidea
New York
$466K +$91.1K +900 +24%
SWA
1322
Sax Wealth Advisors
New Jersey
$465K +$76.4K +754 +20%
NSIM
1323
North Star Investment Management
Illinois
$460K +$107K +1,054 +30%
GAB
1324
German American Bancorp
Indiana
$460K – – –
MI
1325
Motiv8 Investments
Florida
$457K -$14.7K -145 -3%
51 52
53
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