AGG icon

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 %
CP
1501
Canopy Partners
Ohio
$224K +$14.6K +149 +7%
AA
1502
ACT Advisors
North Carolina
$223K – – –
FDCDDQ
1503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K -$67.6K -690 -23%
WA
1504
WealthTrust Axiom
Pennsylvania
$221K +$221K +2,256 New
WJWM
1505
Williams Jones Wealth Management
New York
$220K +$220K +2,249 New
RIL
1506
Rothschild Investment LLC
Illinois
$220K +$98 +1 +0%
GI
1507
Gradient Investments
Minnesota
$220K -$5.19K -53 -2%
CSA
1508
Cottage Street Advisors
Massachusetts
$219K +$219K +2,239 New
CPW
1509
Catalyst Private Wealth
California
$219K – – –
HNW
1510
High Note Wealth
Minnesota
$219K +$219K +2,234 New
DMIC
1511
Dixon Mitchell Investment Counsel
British Columbia, Canada
$219K +$219K +2,232 New
DWM
1512
Dopkins Wealth Management
New York
$217K +$217K +2,217 New
NIWA
1513
New Insight Wealth Advisors
California
$216K -$82.2K -839 -28%
LMKC
1514
L.M. Kohn & Company
Ohio
$216K +$216K +2,203 New
AP
1515
Adero Partners
California
$215K – – –
PVI
1516
Pine Valley Investments
New Jersey
$215K +$215K +2,199 New
TMWM
1517
Taylor & Morgan Wealth Management
Michigan
$215K -$3.72K -38 -2%
CFA
1518
CWS Financial Advisors
Michigan
$214K +$214K +2,186 New
SCA
1519
Scott Capital Advisors
Oregon
$213K -$60.7K -626 -22%
AMIM
1520
Aull & Monroe Investment Management
Alabama
$213K – – –
PPW
1521
Parcion Private Wealth
Washington
$213K -$36.9K -377 -15%
CCM
1522
Colorado Capital Management
Colorado
$211K – – –
RWA
1523
Redhawk Wealth Advisors
Minnesota
$211K +$211K +2,153 New
HA
1524
Herold Advisors
New York
$210K +$210K +2,140 New
OBWP
1525
O'Brien Wealth Partners
Massachusetts
$209K +$209K +2,133 New
59 60
61
62 63