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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 %
W
1351
WealthCollab
Washington
$418K +$4.56K +45 +1%
HWA
1352
Heritage Wealth Advisors
Virginia
$417K +$24.8K +245 +6%
BWL
1353
Bogart Wealth LLC
Virginia
$417K +$9.42K +93 +2%
SCA
1354
Stonebridge Capital Advisors
Minnesota
$416K +$18.5K +183 +5%
RWA
1355
River Wealth Advisors
Pennsylvania
$415K +$415K +4,102 New
MSAM
1356
Moloney Securities Asset Management
Missouri
$414K -$23.1K -228 -5%
TNB
1357
Thomasville National Bank
Georgia
$414K -$104K -1,027 -20%
2L
1358
25 LLC
Missouri
$413K +$3.04K +30 +0.7%
CF
1359
Copperwynd Financial
Arizona
$412K +$61.6K +608 +18%
FFG
1360
Fiduciary Financial Group
California
$412K -$251K -2,519 -38%
TWP
1361
Tempus Wealth Planning
California
$410K -$7.29K -72 -2%
LLWM
1362
Life Line Wealth Management
California
$409K -$24.5M -242,383 -98%
SXL
1363
Summit X LLC
Missouri
$409K -$140K -1,439 -25%
HA
1364
Hanover Advisors
South Carolina
$408K +$19.5K +193 +5%
CP
1365
Canopy Partners
Ohio
$406K +$191K +1,885 +89%
SCM
1366
Seascape Capital Management
New Hampshire
$405K -$155K -1,532 -28%
FRA
1367
Frank Rimerman Advisors
California
$405K – – –
CSA
1368
Cottage Street Advisors
Massachusetts
$401K +$173K +1,706 +76%
HWM
1369
Hemington Wealth Management
Virginia
$398K +$398K +4,050 New
I
1370
INVST
Indiana
$395K -$321K -3,170 -45%
MHR
1371
Matthew Hamilton Rosenberg
$393K +$314K +3,097 +394%
FMP
1372
Financial Management Professionals
Texas
$391K -$19.5K -192 -5%
SWA
1373
SOA Wealth Advisors
New York
$387K -$7.8K -77 -2%
ACM
1374
Advance Capital Management
Michigan
$387K -$116K -1,146 -23%
SIM
1375
SSI Investment Management
California
$386K – – –
53 54
55
56 57