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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,733 hedge funds and large institutions have $91.1B invested in iShares Core US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 820 increasing their positions, 613 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.12%
Holding in Top 10
352
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.28%
% of All Funds
5.1%
New
131
Increased
820
Reduced
613
Closed
128
Calls
$26.1M
Puts
$3.21M
Net Calls
+$22.9M
Net Calls Change
+$61.4M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$1.73B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$9.35B
3
Goldman Sachs
Goldman Sachs
New York
$2.47B
4
Wells Fargo
Wells Fargo
California
$5.7B
5
RJA
Raymond James & Associates
Florida
$6.47B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.66B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$755M
3
PEGL
P/E Global LLC
Massachusetts
$50.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
5
USAA
United Services Automobile Association
Texas
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
1751
Richard Bernstein Advisors
New York
– -$7.87M -79,318 Closed
CW
1752
Connectus Wealth
Ohio
– -$7.61M -76,555 Closed
Pictet Asset Management
1753
Pictet Asset Management
Switzerland
– -$7.27M -73,232 Closed
WAMC
1754
Western Asset Management Company
California
– -$6.48M -65,325 Closed
JRP
1755
Jasper Ridge Partners
California
– -$5.47M -55,134 Closed
WWM
1756
Whalen Wealth Management
Nevada
– -$5.31M -53,494 Closed
SP
1757
Sarasin & Partners
United Kingdom
– -$4.45M -44,804 Closed
CWM
1758
Curi Wealth Management
North Carolina
– -$3.53M -35,545 Closed
CIM
1759
Contravisory Investment Management
Massachusetts
– -$3.02M -30,390 Closed
KA
1760
Kovack Advisors
Florida
– -$2.65M -26,744 Closed
SF
1761
Symphony Financial
Texas
– -$2.3M -23,381 Closed
CFO
1762
Custos Family Office
Texas
– -$2.23M -22,460 Closed
ACM
1763
Andina Capital Management
Utah
– -$2.15M -21,624 Closed
WCM
1764
Winthrop Capital Management
Indiana
– -$1.91M -19,225 Closed
KAM
1765
Kensington Asset Management
Texas
– -$1.9M -19,100 Closed
HW
1766
Hamilton Wealth
California
– -$1.7M -17,101 Closed
ECA
1767
Elevated Capital Advisors
Utah
– -$1.67M -16,816 Closed
MIC
1768
Means Investment Company
Maine
– -$1.55M -15,627 Closed
PIA
1769
Panoramic Investment Advisors
Colorado
– -$1.48M -14,952 Closed
OP
1770
ORG Partners
Indiana
– -$1.46M -14,732 Closed
SS
1771
Sound Stewardship
Kansas
– -$1.43M -14,438 Closed
VCM
1772
Virtue Capital Management
Tennessee
– -$1.37M -13,975 Closed
SP
1773
Stonebrook Private
Michigan
– -$1.26M -12,736 Closed
IWA
1774
Invera Wealth Advisors
Oregon
– -$1.23M -12,382 Closed
GC
1775
Guidance Capital
Kentucky
– -$1.16M -11,698 Closed
69 70
71
72 73