AGG icon

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 %
SF
1376
SWP Financial
California
$386K -$79.7K -787 -17%
AWA
1377
Adapt Wealth Advisors
Georgia
$383K -$393K -3,879 -51%
WFA
1378
Wade Financial Advisory
California
$378K -$3.65K -36 -1%
PBF
1379
Petix & Botte Financial
California
$376K +$203 +2 +0.1%
ClearBridge Investments
1380
ClearBridge Investments
New York
$375K +$2.03K +20 +0.5%
TCOTS
1381
Trust Company of the South
North Carolina
$375K +$79K +780 +27%
LA
1382
LexAurum Advisors
Kansas
$374K +$62.2K +614 +20%
PG
1383
Proffitt & Goodson
Tennessee
$372K -$2.03K -20 -0.5%
LF
1384
Lee Financial
Texas
$372K +$60.4K +596 +19%
JFG
1385
Jefferies Financial Group
New York
$371K – – –
CIR
1386
Clear Investment Research
Georgia
$370K +$203 +2 +0.1%
FWP
1387
Firethorn Wealth Partners
Georgia
$369K -$16.2K -160 -4%
YAL
1388
Your Advocates Ltd
Texas
$368K -$20.8K -205 -5%
WAL
1389
W Advisors LLC
Tennessee
$368K -$1.11K -11 -0.3%
KFGK
1390
Keystone Financial Group (Kentucky)
Kentucky
$366K +$366K +3,617 New
CCAL
1391
City Center Advisors LLC
Michigan
$366K +$108K +1,067 +42%
MCWA
1392
Meadow Creek Wealth Advisors
Georgia
$365K – – –
RA
1393
Rise Advisors
New York
$363K +$133K +1,309 +57%
ARC
1394
Advisor Resource Council
Texas
$361K +$361K +3,568 New
MGW
1395
MB Generational Wealth
Washington
$360K – – –
PWP
1396
Perfromance Wealth Partners
Illinois
$358K -$50.9K -503 -12%
IWMA
1397
Ironwood Wealth Management (Arizona)
Arizona
$353K -$170K -1,683 -33%
B
1398
Bailard
California
$350K +$350K +3,458 New
SCM
1399
Spreng Capital Management
Ohio
$350K -$655K -6,468 -65%
HCP
1400
Hardin Capital Partners
South Carolina
$350K – – –
54 55
56
57 58