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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 %
DWM
1551
Darwin Wealth Management
Florida
$230K +$230K +2,274 New
RIL
1552
Rothschild Investment LLC
Illinois
$230K +$2.03K +20 +0.9%
WI
1553
Wedgewood Investors
Pennsylvania
$230K – – –
CWM
1554
Core Wealth Management
Florida
$229K – – –
MCM
1555
MidAtlantic Capital Management
Virginia
$229K -$3.34K -33 -1%
ABC
1556
Associated Banc-Corp
Wisconsin
$228K +$228K +2,256 New
SFP
1557
Sweet Financial Partners
Minnesota
$228K +$228K +2,247 New
TCWM
1558
Total Clarity Wealth Management
Illinois
$227K +$3.04K +30 +1%
CFG
1559
Cooper Financial Group
California
$227K +$227K +2,238 New
EP
1560
Essential Planning
New Hampshire
$225K -$10.5K -104 -4%
DWM
1561
Dopkins Wealth Management
New York
$225K – – –
3AM
1562
3EDGE Asset Management
Florida
$224K +$224K +2,213 New
FW
1563
FullCircle Wealth
Texas
$224K – – –
BCA
1564
Bray Capital Advisors
Florida
$223K +$101K +1,000 +83%
SHJ
1565
Sharkey, Howes & Javer
Colorado
$222K -$93.8K -926 -30%
FDCDDQ
1566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$222K -$87.5K -864 -28%
HBT
1567
Hills Bank & Trust
Iowa
$222K +$22.8K +225 +11%
FWP
1568
Falcon Wealth Planning
California
$222K -$85.1K -840 -28%
PAMG
1569
Patton Albertson Miller Group
Tennessee
$222K -$7.29K -72 -3%
PPW
1570
Parcion Private Wealth
Washington
$221K +$405 +4 +0.2%
HA
1571
Herold Advisors
New York
$221K +$2.03K +20 +0.9%
TMWM
1572
Taylor & Morgan Wealth Management
Michigan
$218K -$6.18K -61 -3%
FIM
1573
FWL Investment Management
Texas
$216K +$212K +2,092 +4,981%
MFG
1574
Magnus Financial Group
New York
$215K +$215K +2,122 New
DWP
1575
Destiny Wealth Partners
Florida
$215K +$1.62K +16 +0.8%
61 62
63
64 65