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
25.78%
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 %
IWA
1401
Icon Wealth Advisors
Texas
$349K +$349K +3,447 New
OPA
1402
Old Port Advisors
Maine
$348K -$48.3K -477 -12%
HCM
1403
Hengehold Capital Management
Ohio
$348K -$17K -168 -5%
HGERS
1404
Householder Group Estate & Retirement Specialist
Arizona
$348K -$11.3K -112 -3%
PIFP
1405
Partners in Financial Planning
Virginia
$348K – – –
KDA
1406
Kraft Davis & Associates
Missouri
$348K -$8.88M -90,369 -96%
IC
1407
IEQ Capital
California
$347K -$55.5K -548 -14%
HCP
1408
Hexagon Capital Partners
Arkansas
$346K +$101 +1 +0%
WW
1409
Westshore Wealth
California
$344K +$608 +6 +0.2%
WCWM
1410
Willow Creek Wealth Management
California
$342K – – –
GWP
1411
Gateway Wealth Partners
Wisconsin
$341K +$71.2K +703 +26%
PMA
1412
Prudent Man Advisors
Illinois
$340K – – –
TIAM2
1413
Tru Independence Asset Management 2
Oregon
$339K +$339K +3,343 New
LWM
1414
Lakeridge Wealth Management
Ohio
$336K – – –
PP
1415
Patron Partners
Texas
$334K -$154K -1,519 -32%
WBC
1416
West Branch Capital
Massachusetts
$333K – – –
PP
1417
PrairieView Partners
Minnesota
$332K -$27K -267 -8%
UBG
1418
United Bank (Georgia)
Georgia
$331K – – –
SDWMA
1419
Schneider Downs Wealth Management Advisors
Pennsylvania
$331K -$20K -198 -6%
SG Americas Securities
1420
SG Americas Securities
New York
$330K -$20.5M -202,107 -98%
MC
1421
Middleton & Co
Massachusetts
$329K – – –
WLIM
1422
White Lighthouse Investment Management
Massachusetts
$325K +$79.3K +783 +32%
SSW
1423
Stone Summit Wealth
Florida
$323K -$11.1K -110 -3%
DWM
1424
Defined Wealth Management
Oregon
$322K +$3.85K +38 +1%
IWP
1425
Insight Wealth Partners
Texas
$321K +$321K +3,173 New
55 56
57
58 59