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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,733 hedge funds and large institutions have $91.1B invested in iShares Core US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 820 increasing their positions, 613 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.12%
Holding in Top 10
352
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.28%
% of All Funds
5.1%
New
131
Increased
820
Reduced
613
Closed
128
Calls
$26.1M
Puts
$3.21M
Net Calls
+$22.9M
Net Calls Change
+$61.4M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$784M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$675M
3
Goldman Sachs
Goldman Sachs
New York
+$584M
4
Wells Fargo
Wells Fargo
California
+$391M
5
RJA
Raymond James & Associates
Florida
+$293M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$754M
3
PEGL
P/E Global LLC
Massachusetts
-$610M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$349M
5
USAA
United Services Automobile Association
Texas
-$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1326
Clear Point Advisors
New York
$388K -$223K -2,281 -37%
WI
1327
Wintrust Investments
Illinois
$387K -$513K -5,232 -57%
FNB
1328
Farmers National Bank
Kentucky
$386K +$131K +1,333 +51%
BWM
1329
Benchmark Wealth Management
Connecticut
$386K +$40.4K +412 +12%
AT
1330
American Trust
Kentucky
$384K +$4.31K +44 +1%
EP
1331
Eudaimonia Partners
Tennessee
$383K -$509K -5,194 -57%
FWP
1332
Firethorn Wealth Partners
Georgia
$380K -$192K -1,965 -34%
LA
1333
LexAurum Advisors
Kansas
$379K +$59.1K +603 +18%
PAA
1334
Peregrine Asset Advisers
Oregon
$377K – – –
BRM
1335
Boston Research & Management
Massachusetts
$377K +$13.7K +140 +4%
WA
1336
Wealthstar Advisors
Texas
$375K -$22K -225 -6%
SI
1337
Sprott Inc
Ontario, Canada
$374K +$1.67K +17 +0.4%
SIM
1338
SSI Investment Management
California
$373K -$13.4K -137 -3%
NWM
1339
Northwest Wealth Management
Iowa
$373K -$117K -1,198 -24%
HWA
1340
Heritage Wealth Advisors
Virginia
$371K +$5K +51 +1%
EWM
1341
Executive Wealth Management
Michigan
$370K +$32.2K +332 +10%
AWA
1342
Arkadios Wealth Advisors
Georgia
$370K -$90K -919 -20%
BCM
1343
Brookmont Capital Management
Texas
$370K -$22.2K -227 -6%
RBC
1344
Romano Brothers & Co
Illinois
$368K -$9.79K -100 -3%
PG
1345
Proffitt & Goodson
Tennessee
$368K -$2.45K -25 -0.7%
ClearBridge Investments
1346
ClearBridge Investments
New York
$368K – – –
WFA
1347
Wade Financial Advisory
California
$368K -$63.6K -649 -15%
MM
1348
Meridian Management
Arkansas
$363K -$94.8K -968 -21%
WRPWM
1349
Werba Rubin Papier Wealth Management
California
$361K +$361K +3,685 New
WAL
1350
W Advisors LLC
Tennessee
$359K -$133K -1,358 -27%
52 53
54
55 56