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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
25.78%
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 %
CWA
1451
CJM Wealth Advisers
Virginia
$301K +$301K +2,974 New
PIN
1452
Prudent Investors Network
California
$301K +$301K +2,971 New
PFG
1453
PAX Financial Group
Texas
$301K +$301K +2,971 New
BJL
1454
Brighton Jones LLC
Washington
$299K -$69.3K -684 -19%
CHA
1455
Carmichael Hill & Associates
Maryland
$299K +$145K +1,433 +94%
NP
1456
NorthRock Partners
Minnesota
$299K -$214K -2,116 -42%
WC
1457
Wexford Capital
Florida
$298K +$298K +2,942 New
NAS
1458
Nicolet Advisory Services
Wisconsin
$298K +$3.12K +31 +1%
GEA
1459
Glen Eagle Advisors
New Jersey
$297K -$12.5K -123 -4%
BWP
1460
BSW Wealth Partners
Colorado
$297K -$587K -5,795 -66%
GWM
1461
Gray Wealth Management
Maine
$297K – – –
GWAG
1462
Garrett Wealth Advisory Group
Texas
$296K +$101 +1 +0%
FWA
1463
FSM Wealth Advisors
Ohio
$295K – – –
WCG
1464
Weaver Consulting Group
California
$294K +$29K +286 +11%
S
1465
Sachetta
Massachusetts
$293K – – –
EHC
1466
Everett Harris & Co
California
$293K – – –
QS
1467
Quantitative Strategies
California
$293K -$20.2K -199 -6%
TA
1468
TrueWealth Advisors
Alabama
$290K -$42.8K -423 -13%
WCFA
1469
Walkner Condon Financial Advisors
Wisconsin
$290K +$290K +2,861 New
AC
1470
Avestar Capital
New York
$290K -$6.99K -69 -2%
CWA
1471
Clearview Wealth Advisors
Oregon
$289K +$38.2K +377 +15%
ACS
1472
Archford Capital Strategies
Illinois
$288K -$41.5K -417 -13%
SC
1473
Sykon Capital
New York
$286K -$11.2M -110,189 -98%
CMP
1474
Courage Miller Partners
Virginia
$284K -$42.5K -420 -13%
HWM
1475
HFG Wealth Management
Texas
$284K – – –
57 58
59
60 61