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.

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
1
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$823M
2
BlackRock
2
BlackRock
New York
$5.17B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.95B
4
USAA
4
United Services Automobile Association
Texas
$925M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$12.3B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.15B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$141M
3
Jane Street
3
Jane Street
New York
$43.1M
4
SFC
4
Strategic Financial Concepts
Texas
$1.65M
5
Bank of America
5
Bank of America
North Carolina
$4.03B
Name Market Value Shares Shares
Change 		Shares
Change %
SHGA
151
Sand Hill Global Advisors
California
$61.2M 604,086 +6,549 +1%
KPWS
152
Kestra Private Wealth Services
Texas
$60.3M 595,011 +106,111 +22%
SHWM
153
Smith & Howard Wealth Management
Georgia
$60.1M 593,484 +67,202 +13%
CHP
154
Cable Hill Partners
Oregon
$60M 592,901 +76,202 +15%
FMC
155
First Merchants Corp
Indiana
$59.4M 586,265 +1,437 +0.2%
RJT
156
Raymond James Trust
Florida
$59.3M 585,654 +1,427 +0.2%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$57.8M 571,203 +34,269 +6%
JWA
158
JFS Wealth Advisors
Pennsylvania
$57.2M 565,294 +358 +0.1%
BHWM
159
Bar Harbor Wealth Management
New Hampshire
$56.8M 561,359 +23,464 +4%
BBA
160
BLB&B Advisors
Pennsylvania
$56.6M 559,292 +21,476 +4%
AF
161
Affiance Financial
Minnesota
$56M 553,284 +12,641 +2%
PWA
162
Provenance Wealth Advisors
Florida
$55.9M 552,330 +7,097 +1%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$54.2M 535,657 -85,836 -14%
CFFP
164
Center for Financial Planning
Michigan
$54.1M 534,356 +40,381 +8%
M&T Bank
165
M&T Bank
New York
$53.7M 530,691 +348 +0.1%
AFC
166
Adaptive Financial Consulting
Ohio
$53.7M 530,075 +19,699 +4%
CFG
167
Compton Financial Group
Maryland
$53.1M 524,681 +4,738 +0.9%
AWS
168
Atria Wealth Solutions
New York
$52.3M 516,385 +41,254 +9%
SA
169
Sanctuary Advisors
Indiana
$51.7M 528,093 +116,889 +28%
SGI
170
Summit Global Investments
Utah
$51.6M 509,080 +9,829 +2%
FHA
171
First Horizon Advisors
Tennessee
$50.6M 499,389 +23,822 +5%
LS
172
Liquid Strategies
Georgia
$50.3M 496,470 +15,121 +3%
VOYA Investment Management
173
VOYA Investment Management
Georgia
$50M 493,409 +18,799 +4%
FFN
174
Focus Financial Network
Minnesota
$49.7M 490,816 +13,879 +3%
ZB
175
Zions Bancorporation
Utah
$49.3M 486,851 -83,719 -15%
5 6
7
8 9