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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 %
TCOV
1651
Trust Company of Vermont
Vermont
$95.1K -$5.06K -50 -5%
TAM
1652
Tucker Asset Management
Colorado
$93.8K +$22.5K +222 +32%
WAS
1653
Winch Advisory Services
Wisconsin
$92.6K +$5.06K +50 +6%
GFL
1654
Granite FO LLC
New Hampshire
$89.5K +$89.5K +883 New
GWANC
1655
Guardian Wealth Advisors (North Carolina)
North Carolina
$88.1K – – –
AIM
1656
Anchor Investment Management
South Carolina
$85.8K -$9.62K -95 -10%
BHWM
1657
Beaird Harris Wealth Management
Texas
$85K – – –
BIM
1658
Breakwater Investment Management
Washington
$83.5K -$1.11K -11 -1%
BLC
1659
Brown, Lisle/Cummings
Rhode Island
$81K – – –
YDMI
1660
Y.D. More Investments
Israel
$81K – – –
BFO
1661
Biltmore Family Office
North Carolina
$79.3K – – –
RAM
1662
Riggs Asset Management
Pennsylvania
$78.5K -$53.8K -531 -41%
SWC
1663
Spectrum Wealth Counsel
Indiana
$78.4K – – –
NIC
1664
Northwest Investment Counselors
Oregon
$77.4K +$77.4K +764 New
CHC
1665
City Holding Co
West Virginia
$76.7K – – –
PAG
1666
Paladin Advisory Group
Iowa
$69.3K +$1.52K +15 +2%
CPG
1667
Cornerstone Planning Group
New Jersey
$68.2K -$40.7K -413 -37%
HWP
1668
Highline Wealth Partners
California
$67.9K +$41.9K +414 +162%
HCA
1669
Heck Capital Advisors
Wisconsin
$65.6K +$608 +6 +0.9%
KWAG
1670
Kiely Wealth Advisory Group
North Carolina
$64.8K – – –
EBA
1671
Eagle Bay Advisors
New York
$63.7K – – –
LOIP
1672
Live Oak Investment Partners
Texas
$62.3K -$59.7K – –
PAIM
1673
Punch & Associates Investment Management
Minnesota
$61.3K – – –
HIA
1674
Harbor Investment Advisory
Maryland
$61.3K – – –
WC
1675
Westwind Capital
New Mexico
$61K -$2.18M -21,492 -97%
65 66
67
68 69