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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 %
DMIC
1601
Dixon Mitchell Investment Counsel
British Columbia, Canada
$191K -$35.2K -348 -16%
NFA
1602
Northwest Financial Advisors
Virginia
$187K +$187K +1,844 New
CB
1603
CNB Bank
Pennsylvania
$186K – – –
VF
1604
VitalStone Financial
Texas
$181K +$3.44K +34 +2%
MPCG
1605
Matrix Private Capital Group
New York
$176K – – –
HBW
1606
Hazlett, Burt & Watson
West Virginia
$173K -$4.56K -45 -3%
VWM
1607
Valley Wealth Managers
New Jersey
$172K -$20.8K -205 -11%
DSC
1608
Duncker Streett & Co
Missouri
$168K – – –
CPA
1609
Cardiff Park Advisors
California
$164K +$1.32K +13 +0.8%
RWM
1610
Reston Wealth Management
Virginia
$164K +$164K +1,616 New
FMTCOCP
1611
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$163K – – –
FF
1612
Friedenthal Financial
New Jersey
$162K +$203 +2 +0.1%
CT
1613
Clearstead Trust
Maine
$159K +$64.8K +640 +69%
KFI
1614
Key Financial Inc
Pennsylvania
$154K – – –
PA
1615
PSI Advisors
Florida
$154K +$101 +1 +0.1%
WOSD
1616
WFA of San Diego
California
$152K – – –
CSC
1617
Caldwell Sutter Capital
California
$152K -$405 -4 -0.3%
BSB
1618
Bangor Savings Bank
Maine
$151K -$63.5K -627 -30%
AGWCA
1619
Annis Gardner Whiting Capital Advisors
Florida
$145K +$71.9K +710 +98%
RI
1620
Ridgewood Investments
New Jersey
$144K -$23.7K -234 -14%
BCM
1621
Blume Capital Management
California
$143K +$143K +1,416 New
ETS
1622
ESL Trust Services
New York
$142K – – –
CA
1623
Centerpoint Advisors
Massachusetts
$141K – – –
MFG
1624
Mendota Financial Group
Wisconsin
$141K – – –
AFS
1625
Annapolis Financial Services
Maryland
$138K +$9.42K +93 +7%
63 64
65
66 67