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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
$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 %
ME
1526
McIlrath & Eck
Washington
$251K +$236K +2,331 +1,554%
JSL
1527
JT Stratford LLC
Georgia
$251K -$114K -1,126 -31%
PIM
1528
Penobscot Investment Management
Massachusetts
$250K -$61K -602 -20%
WA
1529
WealthTrust Axiom
Pennsylvania
$250K +$21.2K +209 +9%
WG
1530
Watchman Group
Texas
$248K – – –
LWA
1531
Lantern Wealth Advisors
New York
$247K +$1.93K +19 +0.8%
C1AG
1532
Client 1st Advisory Group
Florida
$246K -$2.53K -25 -1%
FT
1533
Fiduciary Trust
Massachusetts
$246K +$246K +2,427 New
BO
1534
Bank OZK
Arkansas
$246K -$1.82K -18 -0.7%
BBA
1535
Braun-Bostich & Associates
Pennsylvania
$245K -$41.8K -413 -15%
TPWA
1536
TRUE Private Wealth Advisors
Oregon
$245K -$484K -4,782 -66%
KC
1537
Knuff & Co
California
$245K -$18.2K -180 -7%
LOPW
1538
Live Oak Private Wealth
North Carolina
$241K – – –
VPWA
1539
Vestia Personal Wealth Advisors
Indiana
$240K +$16.2K +160 +7%
FSA
1540
Fort Sheridan Advisors
Illinois
$240K – – –
CAM
1541
Concorde Asset Management
Michigan
$239K -$17.9K -177 -7%
AIA
1542
Allied Investment Advisors
Montana
$238K +$238K +2,350 New
Wealthfront Advisers
1543
Wealthfront Advisers
California
$238K +$238K +2,350 New
NIWA
1544
New Insight Wealth Advisors
California
$237K – – –
LPP
1545
Life Planning Partners
Florida
$235K +$1.01K +10 +0.4%
SOAG
1546
Silver Oak Advisory Group
Oregon
$234K – – –
AA
1547
ACT Advisors
North Carolina
$234K +$1.11K +11 +0.5%
NWM
1548
Northwest Wealth Management
Iowa
$233K -$75K -741 -24%
WAOTB
1549
Wealth Advisors of Tampa Bay
Florida
$231K – – –
MA
1550
MONECO Advisors
Connecticut
$231K -$367K -3,626 -61%
60 61
62
63 64