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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 %
EP
1776
Edgestream Partners
New Jersey
– -$1.1M -11,124 Closed
GT
1777
Greenleaf Trust
Michigan
– -$1.09M -11,032 Closed
WWA
1778
WCG Wealth Advisors
Nevada
– -$1.03M -10,325 Closed
NWM
1779
Napa Wealth Management
California
– -$1.02M -10,296 Closed
LCWP
1780
Legacy Capital Wealth Partners
Arkansas
– -$1M -10,098 Closed
WAOI
1781
Wealth Advisors of Iowa
Iowa
– -$946K -9,535 Closed
FTCM
1782
First Trust Capital Management
Illinois
– -$872K -8,785 Closed
HWM
1783
HFG Wealth Management
Texas
– -$846K -8,520 Closed
ICM
1784
Islay Capital Management
Texas
– -$739K -7,447 Closed
BFM
1785
Boothbay Fund Management
New York
– -$735K -7,406 Closed
CSPAM
1786
Cary Street Partners Asset Management
Virginia
– -$717K -7,226 Closed
MCI
1787
MRP Capital Investments
Georgia
– -$708K -7,137 Closed
HBT
1788
Heartland Bank & Trust
Illinois
– -$651K -6,563 Closed
ERWM
1789
Elk River Wealth Management
Colorado
– -$622K -6,263 Closed
EL
1790
EWA LLC
Pennsylvania
– -$603K -6,125 Closed
PA
1791
Paragon Advisors
Texas
– -$579K -5,838 Closed
ACM
1792
Advisors Capital Management
New Jersey
– -$510K -5,140 Closed
Simplex Trading
1793
Simplex Trading
Illinois
– -$507K -5,116 Closed
FWA
1794
FSC Wealth Advisors
New York
– -$495K -4,986 Closed
WCM
1795
Windham Capital Management
Massachusetts
– -$489K -4,924 Closed
PFA
1796
Peak Financial Advisors
Colorado
– -$462K -4,653 Closed
EWA
1797
Evolution Wealth Advisors
Florida
– -$450K -4,533 Closed
APW
1798
Aurora Private Wealth
New Jersey
– -$436K -4,393 Closed
BOSSRA
1799
B.O.S.S. Retirement Advisors
Utah
– -$424K -4,267 Closed
FCP
1800
Fidelis Capital Partners
Florida
– -$414K -4,169 Closed
70 71
72
73 74