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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 %
WAG
1426
Winthrop Advisory Group
Massachusetts
$288K +$78.7K +803 +38%
GWM
1427
Gray Wealth Management
Maine
$287K +$55.9K +571 +24%
AC
1428
Avestar Capital
New York
$287K -$105K -1,071 -27%
TI
1429
tru Independence
Oregon
$287K +$287K +2,927 New
JIC
1430
Joel Isaacson & Co
New York
$286K +$1.67K +17 +0.6%
TCOTS
1431
Trust Company of the South
North Carolina
$286K -$20.6K -210 -7%
NAS
1432
Nicolet Advisory Services
Wisconsin
$286K +$775 +8 +0.3%
AGP
1433
Autumn Glory Partners
Texas
$284K – – –
TYCC
1434
Texas Yale Capital Corp
Florida
$283K +$24.5K +250 +9%
PIA
1435
Pinion Investment Advisors
Kansas
$282K -$187K -1,908 -40%
AFA
1436
American Financial Advisors
Georgia
$281K +$588 +6 +0.2%
GA
1437
Gordian Advisors
Arizona
$278K +$278K +2,839 New
TSS
1438
Two Sigma Securities
New York
$278K +$278K +2,838 New
GWP
1439
Gateway Wealth Partners
Wisconsin
$275K +$35.3K +360 +15%
BMC
1440
Benin Management Corp
Connecticut
$273K +$8.82K +90 +3%
DIA
1441
Davidson Investment Advisors
Montana
$273K -$2.93M -29,954 -91%
BAM
1442
BOS Asset Management
Illinois
$273K +$273K +2,783 New
AEPWM
1443
Atlantic Edge Private Wealth Management
Florida
$272K -$142K -1,448 -34%
FWIA
1444
Fort Washington Investment Advisors
Ohio
$272K +$3.33K +34 +1%
E
1445
ETFidea
New York
$272K +$272K +2,775 New
ACG
1446
Allen Capital Group
Nebraska
$270K +$270K +2,759 New
BWP
1447
Balboa Wealth Partners
Arizona
$268K -$32.3K -330 -11%
KCM
1448
Kanawha Capital Management
Virginia
$265K -$192K -1,960 -42%
WPC
1449
Waters Parkerson & Co
Louisiana
$265K – – –
WAAG
1450
Wealth Alliance Advisory Group
Kansas
$264K +$264K +2,698 New
56 57
58
59 60