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 %
TCM
1426
Twin Capital Management
Pennsylvania
$321K +$2.93K +29 +0.9%
CF
1427
Centaurus Financial
California
$319K -$929K -9,186 -74%
OFG
1428
Oxford Financial Group
Indiana
$319K -$150K -1,479 -32%
PWS
1429
Peterson Wealth Services
Utah
$318K -$25.9K -256 -8%
FGA
1430
Fortis Group Advisors
New Jersey
$318K +$318K +3,140 New
SAS
1431
Stelac Advisory Services
New York
$318K – – –
TW
1432
TrinityPoint Wealth
Connecticut
$317K -$40.7K -402 -11%
FWM
1433
Fonville Wealth Management
Virginia
$316K +$316K +3,122 New
ZCI
1434
Zevenbergen Capital Investments
Washington
$316K +$316K +3,120 New
GFA
1435
Gallagher Fiduciary Advisors
Illinois
$313K -$42.4K -419 -12%
SCM
1436
Stordahl Capital Management
Colorado
$313K -$18K -178 -5%
SC
1437
Stephenson & Company
California
$311K – – –
HFP
1438
Holistic Financial Partners
Indiana
$309K -$99.9K -986 -24%
AGC
1439
Aspen Grove Capital
Colorado
$309K – – –
IFO
1440
Independent Family Office
New York
$307K – – –
DSA
1441
Droms Strauss Advisors
Missouri
$306K -$3.65K -36 -1%
DAM
1442
Delta Asset Management
Tennessee
$306K -$2.03K -20 -0.7%
WWM
1443
Wolff Wiese Magana
California
$306K +$70.9K +700 +30%
LWM
1444
Lyell Wealth Management
California
$305K -$20.8K -205 -6%
HFS
1445
Hoge Financial Services
Pennsylvania
$304K +$2.84K +28 +0.9%
VCM
1446
Vivaldi Capital Management
Illinois
$304K -$11.1K -110 -4%
CPA
1447
Clear Point Advisors
New York
$302K -$61.2K -604 -17%
AFA
1448
American Financial Advisors
Georgia
$302K +$9.52K +94 +3%
HBS
1449
Howard Bailey Securities
Indiana
$302K +$302K +2,979 New
JIC
1450
Joel Isaacson & Co
New York
$301K +$2.74K +27 +0.9%
56 57
58
59 60