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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 Market Value Shares Shares
Change 		Shares
Change %
AT
1851
Arlington Trust
Alabama
– – -329 Closed
EC
1852
Elequin Capital
New York
– – -252 Closed
AWM
1853
Aspire Wealth Management
Massachusetts
– – -205 Closed
SA
1854
Scarborough Advisors
Maryland
– – -172 Closed
AC
1855
AlphaCore Capital
California
– – -164 Closed
TH
1856
TCTC Holdings
Texas
– – -123 Closed
HPC
1857
HM Payson & Co
Maine
– – -110 Closed
WWM
1858
Wagner Wealth Management
South Carolina
– – -105 Closed
NEAM
1859
New England Asset Management
Connecticut
– – -50 Closed
UFF
1860
USA Financial Formulas
Michigan
– – -40 Closed
GIA
1861
Goodwin Investment Advisory
Georgia
– – -28 Closed
DI
1862
DAGCO Inc
Ohio
– – -26 Closed
FA
1863
Faithward Advisors
Pennsylvania
– – -23 Closed
CWA
1864
Carolina Wealth Advisors
South Carolina
– – -9 Closed
FCAS
1865
First Command Advisory Services
Texas
– – -6 Closed
BGAI
1866
Bruce G. Allen Investments
Colorado
– – -3 Closed
AIA
1867
Armor Investment Advisors
North Carolina
– – -3 Closed
TFG
1868
Team Financial Group
California
– – -2 Closed
AFWM
1869
Abich Financial Wealth Management
Virginia
– – – –
CG
1870
Cutler Group
California
– – – –
Wolverine Trading
1871
Wolverine Trading
Illinois
– – – –
Susquehanna International Group
1872
Susquehanna International Group
Pennsylvania
– – – –
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