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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 %
OWA
1826
Outlook Wealth Advisors
Texas
– -$229K -2,304 Closed
IFWM
1827
Institute for Wealth Management
Colorado
– -$229K -2,303 Closed
CPC
1828
Consolidated Planning Corp
Georgia
– -$225K -2,265 Closed
SC
1829
Scholtz & Company
Connecticut
– -$222K -2,237 Closed
KFS
1830
Kaizen Financial Strategies
California
– -$220K -2,220 Closed
CCWM
1831
Cassaday & Co Wealth Management
Virginia
– -$218K -2,200 Closed
BC
1832
Brio Consultants
California
– -$218K -2,197 Closed
PG
1833
Prostatis Group
Maryland
– -$218K -2,194 Closed
RWM
1834
Rench Wealth Management
Texas
– -$216K -2,177 Closed
RS
1835
Retirement Solution
Washington
– -$214K -2,160 Closed
HZ
1836
Hixon Zuercher
Ohio
– -$209K -2,110 Closed
WCM
1837
Whitener Capital Management
North Carolina
– -$208K -2,092 Closed
ODG
1838
O'Dell Group
Ohio
– -$207K -2,089 Closed
DFA
1839
Delta Financial Advisors
Louisiana
– -$204K -2,060 Closed
PMG
1840
ProVise Management Group
Florida
– -$203K -2,042 Closed
LBWM
1841
Left Brain Wealth Management
Illinois
– -$202K -2,040 Closed
LA
1842
LM Advisors
California
– -$201K -2,023 Closed
BOPW
1843
Brandywine Oak Private Wealth
Pennsylvania
– -$200K -2,019 Closed
MC
1844
Moors & Cabot
Massachusetts
– -$200K -2,016 Closed
HT
1845
Headlands Technologies
Illinois
– -$148K -1,491 Closed
CMAI
1846
Capital Management Associates Inc
Minnesota
– -$572K -1,236 Closed
NFA
1847
Northwest Financial Advisors
Virginia
– -$107K -1,078 Closed
FPFS
1848
First Personal Financial Services
North Carolina
– -$101K -1,014 Closed
KFP
1849
Keener Financial Planning
Texas
– -$35K -355 Closed
KA
1850
Kozak & Associates
Colorado
– -$34.6K -352 Closed
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