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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$12.3B 121,483,967 +4,456,569 +4%
RJA
2
Raymond James & Associates
Florida
$7.2B 71,065,150 +2,376,267 +3%
BlackRock
3
BlackRock
New York
$5.17B 51,028,771 +4,994,286 +11%
Wells Fargo
4
Wells Fargo
California
$5.15B 50,828,496 -7,230,727 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.95B 48,879,111 +4,801,557 +11%
Bank of America
6
Bank of America
North Carolina
$4.03B 39,813,893 -1,774,218 -4%
US Bancorp
7
US Bancorp
Minnesota
$3.7B 37,260,740 +3,717,053 +11%
Morgan Stanley
8
Morgan Stanley
New York
$2.85B 28,161,577 +2,708,590 +11%
Goldman Sachs
9
Goldman Sachs
New York
$2.66B 26,285,567 -1,431,432 -5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$2.28B 22,529,202 +3,184,724 +16%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$1.91B 18,845,980 +3,106,136 +20%
Betterment LLC
12
Betterment LLC
New York
$1.9B 18,763,817 +279,285 +2%
Northern Trust
13
Northern Trust
Illinois
$1.51B 14,936,172 -931,475 -6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.3B 12,818,097 +1,121,012 +10%
Creative Planning
15
Creative Planning
Kansas
$1.28B 12,631,424 -327,692 -3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.21B 11,946,065 -1,272,415 -10%
Charles Schwab
17
Charles Schwab
California
$1.17B 11,507,740 -644,526 -5%
AA
18
Acorns Advisers
California
$1.16B 11,447,754 +403,526 +4%
Ameriprise
19
Ameriprise
Minnesota
$1.1B 10,906,700 +735,365 +7%
WI
20
WealthNavi Inc
Japan
$999M 9,862,677 +232,340 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$963M 9,509,024 +592,734 +7%
USAA
22
United Services Automobile Association
Texas
$925M 9,129,161 +4,694,299 +106%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$921M 9,092,454 +1,540,422 +20%
AAS
24
Avantax Advisory Services
Texas
$884M 8,730,327 +4,377,465 +101%
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$877M 8,664,823 +242,695 +3%
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