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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 %
JF
1826
JSF Financial
California
– – -6,132 Closed
XT
1827
XTX Topco
Cayman Islands
– – -5,968 Closed
CFCI
1828
Comprehensive Financial Consultants Institutional
Indiana
– – -5,004 Closed
ACM
1829
Arlington Capital Management
Illinois
– – -4,921 Closed
DFA
1830
Davies Financial Advisors
California
– – -4,594 Closed
GS
1831
GTS Securities
New York
– – -4,485 Closed
HAC
1832
Harbor Advisory Corp
New Hampshire
– – -4,150 Closed
Calamos Advisors
1833
Calamos Advisors
Illinois
– – -3,925 Closed
GI
1834
Gradient Investments
Minnesota
– – -3,836 Closed
MIS
1835
Morningstar Investment Services
Illinois
– – -3,811 Closed
ACG
1836
Allen Capital Group
Nebraska
– – -3,674 Closed
SL
1837
SWMG LLC
Texas
– – -3,541 Closed
GCM
1838
Gables Capital Management
Florida
– – -3,500 Closed
EAM
1839
Evanson Asset Management
California
– – -3,480 Closed
UWM
1840
USAdvisors Wealth Management
Minnesota
– – -3,414 Closed
PWMG
1841
Private Wealth Management Group
New Jersey
– – -3,347 Closed
TPA
1842
Trivium Point Advisory
Connecticut
– – -3,283 Closed
FHC
1843
First Heartland Consultants
Missouri
– – -3,188 Closed
WN
1844
Williams & Novak
California
– – -3,185 Closed
EGWAG
1845
Elwood & Goetz Wealth Advisory Group
Georgia
– – -3,183 Closed
NEPPG
1846
New England Professional Planning Group
Rhode Island
– – -3,143 Closed
BIM
1847
Bullseye Investment Management
Ohio
– – -3,044 Closed
CWA
1848
Continuum Wealth Advisors
New York
– – -3,003 Closed
HNWA
1849
Henrickson Nauta Wealth Advisors
Michigan
– – -2,986 Closed
MAM
1850
Milestone Asset Management
Pennsylvania
– – -2,954 Closed
72 73
74
75 76