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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 %
PAS
176
Park Avenue Securities
New York
$46.3M 472,582 -2,946 -0.6%
MWM
177
MTC Wealth Management
Florida
$45.9M 468,363 -9,139 -2%
CA
178
Cetera Advisors
Colorado
$45.8M 467,833 +113,351 +32%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$45.4M 463,120 -80,800 -15%
FBFS
180
First Business Financial Services
Wisconsin
$45.1M 460,699 +4,151 +0.9%
AWS
181
Atria Wealth Solutions
New York
$44.5M 454,020 +14,526 +3%
FFN
182
Focus Financial Network
Minnesota
$43.8M 459,807 +109,847 +31%
NYLIM
183
New York Life Investment Management
New York
$42.2M 431,365 +3,848 +0.9%
PAG
184
Private Advisor Group
New Jersey
$42M 428,903 +12,814 +3%
CFFP
185
Center for Financial Planning
Michigan
$41.7M 426,112 +419,417 +6,265%
SB
186
Sunflower Bank
Texas
$41.4M 422,646 -4,825 -1%
PFM
187
Phillips Financial Management
Indiana
$41.1M 419,816 -11,663 -3%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$40.9M 421,477 +341,134 +425%
AIP
189
Ameritas Investment Partners
Nebraska
$40.2M 410,487 -631 -0.2%
Boston Partners
190
Boston Partners
Massachusetts
– – – –
SG Americas Securities
191
SG Americas Securities
New York
$40.1M 409,846 -119,384 -23%
BC
192
Bricktown Capital
Michigan
$39.9M 406,910 +30,760 +8%
VC
193
Vicus Capital
Pennsylvania
$39.7M 404,998 +16,950 +4%
GP
194
Gridiron Partners
Pennsylvania
$39M 398,491 +110,799 +39%
CFB
195
Cullen/Frost Bankers
Texas
$38M 387,792 -90,937 -19%
EPP
196
ETF Portfolio Partners
Kansas
$37.9M 386,529 +16,984 +5%
HCM
197
Howard Capital Management
Georgia
$37.7M 385,025 -1,338 -0.3%
DWA
198
Divergent Wealth Advisors
Utah
$37.7M 384,679 +121,643 +46%
AI
199
Atria Investments
North Carolina
$37.6M 383,836 +21,651 +6%
MAM
200
Marquette Asset Management
Minnesota
$37.6M 383,523 +6,924 +2%
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