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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,760 hedge funds and large institutions have $96.1B invested in iShares Core US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 794 increasing their positions, 626 reducing their positions, and 110 closing their positions.

Holders
1,760
Holders Change
+27
Holders Change %
+1.56%
% of All Funds
25.6%
Holding in Top 10
336
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.55%
% of All Funds
4.89%
New
162
Increased
794
Reduced
626
Closed
110
Calls
$6.46M
Puts
$17M
Net Calls
-$10.5M
Net Calls Change
-$33.4M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$11.4B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.28B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$498M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.28B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$439M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$5.96M
2
SFA
2
Sequoia Financial Advisors
Ohio
$21.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.47B
4
DCM
4
Disciplina Capital Management
Tennessee
$1.35K
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$1.53B
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
226
Abound Wealth Management
Tennessee
$31.1M 320,442 +25,413 +9%
PWM
227
Prentice Wealth Management
New York
$31M 318,999 +25,999 +9%
FPCP
228
Fort Point Capital Partners
California
$30.7M 316,295 +37,567 +13%
BFG
229
Bouchey Financial Group
New York
$30.6M 315,447 +21,506 +7%
EIG
230
Ellenbecker Investment Group
Wisconsin
$30.5M 313,818 +6,576 +2%
BOH
231
Bank of Hawaii
Hawaii
$30.1M 310,252 -4,705 -1%
LPT
232
Legacy Private Trust
Wisconsin
$30M 308,704 -22,323 -7%
BSSFA
233
Baron Silver Stevens Financial Advisors
Florida
$29.9M 307,512 +17,104 +6%
AF
234
Allworth Financial
California
$29.8M 303,768 -47,503 -14%
LI
235
LVZ Inc
Michigan
$29.6M 305,277 +10,724 +4%
TA
236
Tectonic Advisors
Texas
$29.5M 304,237 +11,409 +4%
TCM
237
TD Capital Management
Tennessee
$29.1M 299,852 -43,610 -13%
BF
238
BOK Financial
Oklahoma
$29.1M 299,790 +14,556 +5%
COI
239
Connable Office Inc
Michigan
$29M 298,940 -19,579 -6%
GA
240
Geller Advisors
New York
$28.9M 297,481 +39,906 +15%
FHB
241
First Hawaiian Bank
Hawaii
$28.7M 296,127 -8,425 -3%
SC
242
Scotia Capital
Ontario, Canada
$28.3M 291,509 +821 +0.3%
FSC
243
Full Sail Capital
Oklahoma
$28.2M 290,095 +15,915 +6%
BWCS
244
Beirne Wealth Consulting Services
Connecticut
$28.1M 289,119 +14,282 +5%
MA
245
Mutual Advisors
Nebraska
$28.1M 284,939 +116,891 +70%
Bank of Nova Scotia
246
Bank of Nova Scotia
Ontario, Canada
$27.7M 285,647 +285,647 New
KOC
247
Koss-Olinger Consulting
Florida
$27.6M 284,377 +284,377 New
HFS
248
Hantz Financial Services
Michigan
$27.3M 281,604 -41,433 -13%
GBI
249
GP Brinson Investments
Illinois
$27.2M 280,650 – –
SWM
250
Shakespeare Wealth Management
Wisconsin
$27M 278,353 +17,010 +7%
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10
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