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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 %
AIC
1626
Archer Investment Corporation
Indiana
$136K +$2.23K +22 +2%
GJIA
1627
Glass Jacobson Investment Advisors
Maryland
$132K – – –
AEPWM
1628
Atlantic Edge Private Wealth Management
Florida
$132K -$49K -484 -27%
TFA
1629
Toth Financial Advisory
Virginia
$131K -$11.1K -110 -8%
RDFA
1630
Ritter Daniher Financial Advisory
Ohio
$131K – – –
PMFA
1631
Plante Moran Financial Advisors
Michigan
$126K -$590K -5,823 -82%
PP
1632
Pacifica Partners
Canada
$126K – – –
IBOK
1633
Independence Bank of Kentucky
Kentucky
$124K -$68.2K -673 -35%
GC
1634
Gould Capital
Washington
$117K -$15.9K -157 -12%
MDCM
1635
Morgan Dempsey Capital Management
Wisconsin
$116K +$116K +1,150 New
EDRH
1636
Edmond de Rothschild Holding
Switzerland
$115K – – –
BCV
1637
Banque Cantonale Vaudoise
Switzerland
$111K – – –
RBC
1638
Roble Belko & Company
Pennsylvania
$108K +$608 +6 +0.6%
OSNBOA
1639
Old Second National Bank of Aurora
Illinois
$106K +$106K +1,051 New
CWM
1640
Cranbrook Wealth Management
Michigan
$105K +$29.4K +290 +39%
PPWM
1641
PFG Private Wealth Management
Florida
$103K +$8.61K +85 +9%
SIS
1642
Strategic Investment Solutions
Illinois
$103K -$4.36K -43 -4%
ITIM
1643
Indiana Trust & Investment Management
Indiana
$102K -$9.42K -93 -8%
HIIFS
1644
Harel Insurance Investments & Financial Services
Israel
$102K – – –
MFC
1645
Mechanics Financial Corp
Ohio
$101K – – –
KSWA
1646
Kathleen S. Wright Associates
Pennsylvania
$101K +$101K +1,000 New
WI
1647
Wintrust Investments
Illinois
$100K -$300K -2,963 -75%
EB
1648
Eastern Bank
Massachusetts
$99.9K +$99.9K +986 New
WSC
1649
Wellington Shields & Co
New York
$99K – – –
NRC
1650
New Republic Capital
North Carolina
$97.3K -$164K -1,620 -63%
64 65
66
67 68