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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
+$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 %
TWM
1576
Tanglewood Wealth Management
Texas
$214K – – –
GIA
1577
Guyasuta Investment Advisors
Pennsylvania
$214K +$214K +2,109 New
BCM
1578
Boltwood Capital Management
California
$213K – – –
IFWM
1579
Institute for Wealth Management
Colorado
$212K +$212K +2,095 New
CFA
1580
Cahill Financial Advisors
Minnesota
$212K +$212K +2,089 New
AWG
1581
Altus Wealth Group
Colorado
$211K -$8.1K -80 -4%
Loomis, Sayles & Company
1582
Loomis, Sayles & Company
Massachusetts
$211K – – –
PPC
1583
Park Place Capital
Alabama
$210K -$11.1K -110 -5%
YWM
1584
Yoder Wealth Management
California
$208K +$208K +2,052 New
CCA
1585
Cadent Capital Advisors
Oklahoma
$208K -$7.9K -78 -4%
EWM
1586
Evercore Wealth Management
New York
$207K +$207K +2,045 New
PHIC
1587
Pine Haven Investment Counsel
Massachusetts
$207K +$207K +2,040 New
SAM
1588
SignalPoint Asset Management
Missouri
$206K -$40.6K -400 -16%
RWI
1589
Red Wave Investments
Pennsylvania
$203K +$203K +2,008 New
MCG
1590
McCollum Christoferson Group
New York
$203K -$233K -2,300 -53%
WSCM
1591
Wellington Shields Capital Management
New York
$203K – – –
GT
1592
Greenleaf Trust
Michigan
$202K +$202K +1,995 New
OBWP
1593
O'Brien Wealth Partners
Massachusetts
$202K +$202K +1,995 New
JFA
1594
JNBA Financial Advisors
Minnesota
$202K -$72.5K -716 -26%
SFG
1595
Sovereign Financial Group
Connecticut
$201K -$34.9K -345 -15%
PWP
1596
Pursue Wealth Partners
California
$201K +$201K +1,982 New
PCMC
1597
Planning Capital Management Corporation
Pennsylvania
$201K +$95.8K +946 +91%
MTIC
1598
Missouri Trust & Investment Company
Missouri
$200K -$1.82K -18 -0.9%
CTC
1599
Central Trust Company
Missouri
$198K -$44.3K -437 -18%
JGCM
1600
Joseph Group Capital Management
Ohio
$192K -$50.4K -498 -21%
62 63
64
65 66