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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.

Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.13%
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
1
Betterment LLC
New York
$1.73B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.35B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.47B
4
Wells Fargo
4
Wells Fargo
California
$5.7B
5
RJA
5
Raymond James & Associates
Florida
$6.47B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.66B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$755M
3
PEGL
3
P/E Global LLC
Massachusetts
$50.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$0
5
USAA
5
United Services Automobile Association
Texas
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
1801
TL Private Wealth
Texas
– -$414K -4,168 Closed
KA
1802
Kooman & Associates
Pennsylvania
– -$371K -3,736 Closed
OWM
1803
Olympus Wealth Management
Utah
– -$366K -3,685 Closed
MIH
1804
Meitav Investment House
Israel
– -$358K -3,613 Closed
ARC
1805
Advisor Resource Council
Texas
– -$328K -3,308 Closed
RWM
1806
Reston Wealth Management
Virginia
– -$317K -3,197 Closed
GCM
1807
Gallacher Capital Management
Colorado
– -$316K -3,184 Closed
BPCE
1808
Bank Pictet & Cie (Europe)
Germany
– -$310K -3,126 Closed
TWP
1809
Tyche Wealth Partners
Texas
– -$296K -2,980 Closed
SIMG
1810
Sonora Investment Management Group
Arizona
– -$290K -2,925 Closed
KA
1811
Kure Advisory
Minnesota
– -$279K -2,808 Closed
WW
1812
Waterfront Wealth
Kansas
– -$267K -2,689 Closed
KL
1813
KWMG LLC
Kansas
– -$267K -2,687 Closed
CAM
1814
Concorde Asset Management
Michigan
– -$255K -2,568 Closed
FI
1815
FWG Investments
Kentucky
– -$254K -2,556 Closed
SG
1816
Strid Group
Pennsylvania
– -$251K -2,525 Closed
TVM
1817
True Vision MN
Minnesota
– -$249K -2,509 Closed
OC
1818
Opinicus Capital
Florida
– -$249K -2,504 Closed
BFA
1819
Beacon Financial Advisory
Ohio
– -$248K -2,499 Closed
PWA
1820
Phoenix Wealth Advisors
North Carolina
– -$247K -2,497 Closed
FPCG
1821
Fort Pitt Capital Group
Pennsylvania
– -$244K -2,458 Closed
ORC
1822
O'Rourke & Company
Massachusetts
– -$241K -2,426 Closed
BWG
1823
Beta Wealth Group
California
– -$241K -2,426 Closed
NWA
1824
Navis Wealth Advisors
New York
– -$234K -2,360 Closed
RWI
1825
Red Wave Investments
Pennsylvania
– -$230K -2,313 Closed
71 72
73
74 75