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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 %
MAM
201
Marquette Asset Management
Minnesota
$41.6M 410,913 +18,035 +5%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$41.5M 409,313 -3,180 -0.8%
GRP
203
Global Retirement Partners
California
$41.3M 407,842 +33,480 +9%
GP
204
Gridiron Partners
Pennsylvania
$41.2M 406,537 +5,000 +1%
BC
205
Bricktown Capital
Michigan
$40.9M 403,860 -3,050 -0.7%
VC
206
Vicus Capital
Pennsylvania
$40.8M 402,809 +22,068 +6%
NL
207
NEPC LLC
Massachusetts
$40M 395,413 +395,413 New
AWA
208
Archvest Wealth Advisors
California
$39.9M 393,873 +48,066 +14%
AIP
209
Ameritas Investment Partners
Nebraska
$39.6M 391,338 -21,064 -5%
BA
210
Bristlecone Advisors
Washington
$39.4M 388,814 +35,796 +10%
AFAS
211
Acorn Financial Advisory Services
Virginia
$39.3M 388,512 +15,464 +4%
TCM
212
Twele Capital Management
Minnesota
$39.2M 387,468 +16,022 +4%
LFS
213
Legacy Financial Strategies
Kansas
$39.1M 385,892 +42,334 +12%
KP
214
Keel Point
Alabama
$38.2M 376,963 -592 -0.2%
VCM
215
Verger Capital Management
North Carolina
$38.2M 376,881 +157,550 +72%
FBB
216
Fulton Breakefield Broenniman
Maryland
$38M 375,464 +3,584 +1%
PFM
217
Phillips Financial Management
Indiana
$37.7M 372,274 -27,706 -7%
TWA
218
Tandem Wealth Advisors
Arizona
$37M 364,935 +3,135 +0.9%
BFG
219
Bouchey Financial Group
New York
$36.8M 363,428 +47,981 +15%
DFC
220
DB Fitzpatrick & Co
Idaho
$36.7M 361,932 +2,409 +0.7%
LWA
221
Lineweaver Wealth Advisors
Ohio
$36.3M 358,143 +96,835 +37%
VAMG
222
Voisard Asset Management Group
Michigan
$36.1M 356,556 +6,614 +2%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$35.8M 353,187 +6,147 +2%
WA
224
Wilshire Advisors
California
$35.2M 347,274 -6,642 -2%
TCM
225
Towercrest Capital Management
Pennsylvania
$34.8M 343,442 +9,113 +3%
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