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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.

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
1
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$823M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.95B
4
USAA
4
United Services Automobile Association
Texas
$925M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$12.3B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.15B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M
3
Jane Street
3
Jane Street
New York
$43.1M
4
SFC
4
Strategic Financial Concepts
Texas
$1.65M
5
Bank of America
5
Bank of America
North Carolina
$4.03B
Name Market Value Shares Shares
Change 		Shares
Change %
ZIM
126
Zacks Investment Management
Illinois
$78.2M 772,620 +24,312 +3%
UCFA
127
United Capital Financial Advisors
Texas
$77.1M 761,202 +31,381 +4%
TC
128
Toews Corporation
New Jersey
$76.2M 752,700 +701,400 +1,367%
JHCM
129
Juniper Hill Capital Management
California
$74.6M 736,489 – –
MWP
130
Meridian Wealth Partners
Pennsylvania
$74.4M 734,967 +77,660 +12%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$73.7M 727,971 -720,027 -50%
GKWIM
132
Gerber Kawasaki Wealth & Investment Management
California
$73.5M 725,693 +87,153 +14%
Victory Capital Management
133
Victory Capital Management
Texas
$72.6M 717,303 +232,741 +48%
BAM
134
Brave Asset Management
New Jersey
$71.9M 709,608 +30,958 +5%
SCP
135
Stamos Capital Partners
California
$69.3M 683,870 -443,770 -39%
Franklin Resources
136
Franklin Resources
California
$69M 693,886 +1,823 +0.3%
CST
137
Charles Schwab Trust
Nevada
$68.8M 679,624 -572,908 -46%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$67.8M 669,366 +14,611 +2%
Citadel Advisors
139
Citadel Advisors
Florida
$67.5M 666,460 +337,330 +102%
FCAM
140
First Citizens Asset Management
North Carolina
$66.8M 659,937 +58,174 +10%
Comerica Bank
141
Comerica Bank
Texas
$66.8M 659,630 +48,149 +8%
PFA
142
Professional Financial Advisors
Nebraska
$66.5M 656,494 +5,896 +0.9%
CWG
143
Cornerstone Wealth Group
North Carolina
$65.4M 645,733 +117,681 +22%
PP
144
PDS Planning
Ohio
$65.2M 644,270 +78,940 +14%
Lido Advisors
145
Lido Advisors
California
$65.2M 643,783 -117,146 -15%
MCWS
146
McKinley Carter Wealth Services
West Virginia
$64.8M 640,130 -284,164 -31%
FCH
147
Freestone Capital Holdings
Washington
$64.4M 635,647 +45,425 +8%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$63.9M 631,046 +105,388 +20%
NRI
149
NFP Retirement Inc
California
$63.4M 625,561 -24,996 -4%
EA
150
Efficient Advisors
Ohio
$62.7M 619,502 -39,798 -6%
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