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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 %
B
1851
Bensler
Washington
– – -2,903 Closed
TFP
1852
Tilia Fiduciary Partners
North Carolina
– – -2,885 Closed
MWA
1853
Midland Wealth Advisors
Illinois
– – -2,855 Closed
SI
1854
Seeds Investor
New York
– – -2,670 Closed
WCP
1855
Wick Capital Partners
Pennsylvania
– – -2,529 Closed
LODC
1856
Lanham O'Dell & Company
West Virginia
– – -2,500 Closed
PIA
1857
Pinion Investment Advisors
Kansas
– – -2,493 Closed
WJWM
1858
Williams Jones Wealth Management
New York
– – -2,471 Closed
TWCA
1859
Two West Capital Advisors
Kansas
– – -2,465 Closed
HFA
1860
High Falls Advisors
New York
– – -2,370 Closed
VA
1861
Vident Advisory
Georgia
– – -2,343 Closed
BTIM
1862
BancFirst Trust & Investment Management
Oklahoma
– – -2,247 Closed
RMAM
1863
Raab & Moskowitz Asset Management
New Jersey
– – -2,228 Closed
DIA
1864
Davidson Investment Advisors
Montana
– – -2,199 Closed
WEG
1865
World Equity Group
Illinois
– – -2,063 Closed
VAG
1866
VisionPoint Advisory Group
Texas
– – -1,347 Closed
TCWA
1867
Turtle Creek Wealth Advisors
Texas
– – -1,338 Closed
ZC
1868
Zeit Capital
Colorado
– – -965 Closed
IC
1869
Innealta Capital
Texas
– – -647 Closed
KFS
1870
Kelly Financial Services
Massachusetts
– – -592 Closed
NFSG
1871
Newbridge Financial Services Group
Florida
– – -500 Closed
CSWM
1872
Cassady Schiller Wealth Management
Ohio
– – -441 Closed
OWA
1873
Opal Wealth Advisors
New York
– – -429 Closed
AWA
1874
Alaska Wealth Advisors
Alaska
– – -424 Closed
TJHA
1875
Thomas J. Herzfeld Advisors
Florida
– – -383 Closed
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