AGG icon

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 %
GGI
1676
Godsey & Gibb Inc
Virginia
$58.9K – – –
VC
1677
Vestor Capital
Illinois
$58K -$14K -139 -19%
WWP
1678
WR Wealth Planners
Missouri
$56.8K -$18.6K -184 -25%
M
1679
MOTCO
Texas
$54.9K +$54.9K +542 New
CJ
1680
Caitlin John
Michigan
$52.8K – – –
CLOS
1681
Compagnie Lombard Odier SCmA
Switzerland
$52.7K – – –
WTA
1682
Washington Trust Advisors
Massachusetts
$52.4K – – –
CWP
1683
Concord Wealth Partners
Virginia
$51.7K +$27.1K +268 +110%
MFT
1684
Moisand Fitzgerald Tamayo
Florida
$47.5K -$8.3K -82 -15%
CWM
1685
CarsonAllaria Wealth Management
Illinois
$47.4K +$203 +2 +0.4%
DFA
1686
DHJJ Financial Advisors
Illinois
$43.6K +$101 +1 +0.2%
OC
1687
Oakworth Capital
Alabama
$43.2K -$54.6K -539 -56%
PFBT
1688
Parkside Financial Bank & Trust
Missouri
$43.2K -$19.9K -197 -32%
SC
1689
Steph & Co
Wisconsin
$42.8K – – –
KHC
1690
Koesten Hirschmann & Crabtree
Kansas
$41.9K -$23K -227 -35%
CYG
1691
Clean Yield Group
Vermont
$41.1K – – –
KB
1692
Kimelman & Baird
New York
$38K – – –
RWM
1693
Ruedi Wealth Management
Illinois
$35.5K +$101 +1 +0.3%
BWP
1694
Baldwin Wealth Partners
Massachusetts
$34.6K -$1.11K -11 -3%
LI
1695
LRI Investments
Florida
$33.8K – – –
JAM
1696
JCIC Asset Management
Ontario, Canada
$31.9K – – –
EWA
1697
Elevate Wealth Advisory
Georgia
$31.5K – – –
SA
1698
SRH Advisors
Kansas
$31.2K – – –
WWM
1699
Wagner Wealth Management
South Carolina
$31K +$30.9K +305 +30,500%
ACA
1700
Atlas Capital Advisors
Wyoming
$30.4K – – –
66 67
68
69 70