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
$5.17B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.95B
4
USAA
United Services Automobile Association
Texas
$925M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$12.3B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$5.15B
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M
3
Jane Street
Jane Street
New York
$43.1M
4
SFC
Strategic Financial Concepts
Texas
$1.65M
5
Bank of America
Bank of America
North Carolina
$4.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
LMKC
1501
L.M. Kohn & Company
Ohio
$263K +$263K +2,597 New
EE
1502
EWG Elevate
California
$263K +$263K +2,594 New
VWM
1503
Venturi Wealth Management
Texas
$262K +$230K +2,275 +722%
AP
1504
Adero Partners
California
$262K +$39.4K +389 +18%
WF
1505
WoodTrust Financial
Wisconsin
$262K +$262K +2,586 New
CCM
1506
Chilton Capital Management
Texas
$262K – – –
CC
1507
Cadinha & Co
Hawaii
$262K -$203 -2 -0.1%
T
1508
TNF
Montana
$261K – – –
CAC
1509
Certified Advisory Corp
Florida
$261K +$261K +2,579 New
AR
1510
Apeiron RIA
Texas
$261K +$2.53K +25 +1%
1WM
1511
1900 Wealth Management
Texas
$260K +$405 +4 +0.2%
AWAG
1512
ARS Wealth Advisors Group
Florida
$259K +$259K +2,561 New
SCA
1513
Scott Capital Advisors
Oregon
$259K +$4.46K +44 +2%
AFS
1514
AFG Fiduciary Services
Massachusetts
$259K – – –
BWM
1515
BNC Wealth Management
Oregon
$258K +$36K +355 +16%
JF
1516
Jump Financial
Illinois
$258K +$258K +2,550 New
RFP
1517
Root Financial Partners
California
$257K -$77.3K -763 -23%
SMG
1518
Smart Money Group
Texas
$257K +$20.8K +211 +9%
BWM
1519
Brickley Wealth Management
California
$255K +$9.92K +98 +4%
KV
1520
Kickstand Ventures
New York
$255K -$9.11K -90 -3%
CPW
1521
Catalyst Private Wealth
California
$254K +$27.3K +270 +12%
SPW
1522
Surience Private Wealth
Washington
$254K – – –
AM
1523
AGF Management
Ontario, Canada
$253K +$253K +2,500 New
FA
1524
Fiduciary Alliance
South Carolina
$253K +$253K +2,496 New
CFA
1525
CWS Financial Advisors
Michigan
$252K +$203 +2 +0.1%
59 60
61
62 63