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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
25.77%
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 %
BMC
1476
Benin Management Corp
Connecticut
$283K – – –
FFA
1477
Founders Financial Alliance
North Carolina
$283K -$2.43K -24 -0.9%
PFC
1478
Phocas Financial Corp
California
$283K – – –
WDL
1479
Well Done LLC
Michigan
$283K +$30.4K +300 +12%
LC
1480
Lavaca Capital
Texas
$279K +$279K +2,759 New
ZIG
1481
Zullo Investment Group
Pennsylvania
$276K -$22.1K -218 -7%
SWP
1482
Semus Wealth Partners
Florida
$275K -$63.2K -624 -19%
KCM
1483
Kanawha Capital Management
Virginia
$274K – – –
SIM
1484
Stratos Investment Management
Ohio
$274K +$60.9K +601 +29%
WPC
1485
Waters Parkerson & Co
Louisiana
$274K – – –
SBIA
1486
Sheaff Brock Investment Advisors
Indiana
$272K – – –
RAS
1487
RPS Advisory Solutions
Kentucky
$271K -$308K -3,041 -53%
TCOT
1488
Trust Company of Toledo
Ohio
$270K +$31.6K +312 +13%
MFC
1489
Morris Financial Concepts
South Carolina
$269K -$10K -99 -4%
CPCP
1490
Cedar Point Capital Partners
Iowa
$269K +$269K +2,660 New
GWM
1491
GDS Wealth Management
Texas
$268K -$63.7K -629 -19%
ARG
1492
Advisory Resource Group
Oklahoma
$268K +$1.22K +12 +0.5%
GPW
1493
Gray Private Wealth
Massachusetts
$267K +$267K +2,634 New
LA
1494
LPF Advisors
Florida
$266K -$2.63K -26 -1%
SWM
1495
Segment Wealth Management
Texas
$266K -$1.01K -10 -0.4%
CAL
1496
Capital Advisors Ltd
Ohio
$265K -$3.34K -33 -1%
KPP
1497
Kings Path Partners
Texas
$265K -$3.65K -36 -1%
IPW
1498
Impact Partnership Wealth
Georgia
$264K -$23.5K -232 -8%
DF
1499
Dunhill Financial
United Kingdom
$263K +$197K +1,950 +300%
Allianz Asset Management
1500
Allianz Asset Management
Germany
$263K – – –
58 59
60
61 62