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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 %
DIP
251
DT Investment Partners
Pennsylvania
$26.8M 275,643 +11,926 +5%
PP
252
Passaic Partners
New Jersey
$26.7M 275,513 +4,547 +2%
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$26.7M 275,072 -213,326 -44%
RFC
254
Regions Financial Corp
Alabama
$26.6M 274,495 +22,525 +9%
CAG
255
Crestwood Advisors Group
Massachusetts
$26.4M 271,919 +17,034 +7%
RSWM
256
Robertson Stephens Wealth Management
California
$25.8M 265,669 -106,017 -29%
KAS
257
Kestra Advisory Services
Texas
$25.8M 303,470 +29,823 +11%
FBT
258
First Bank & Trust
South Dakota
$25.7M 264,943 +19,107 +8%
ASW
259
Astoria Strategic Wealth
Texas
$25.6M 263,692 +633 +0.2%
LWA
260
Lineweaver Wealth Advisors
Ohio
$25.4M 261,308 +190,914 +271%
WFS
261
Walker Financial Services
Kentucky
$25M 257,346 +39,661 +18%
EBT
262
Enterprise Bank & Trust
Massachusetts
$24.9M 256,296 +4,451 +2%
MCM
263
MV Capital Management
Maryland
$24.6M 253,045 +2,678 +1%
FFA
264
First Foundation Advisors
California
$24.5M 252,388 +35,573 +16%
GVAG
265
Great Valley Advisor Group
Delaware
$24.5M 252,161 +11,405 +5%
SFA
266
Souders Financial Advisors
Ohio
$24.4M 251,733 +7,476 +3%
PWM
267
Perigon Wealth Management
California
$24.4M 251,443 -6,511 -3%
HW
268
Hancock Whitney
Mississippi
$24.4M 250,937 +21,298 +9%
Lazard Asset Management
269
Lazard Asset Management
New York
– – – –
HF
270
HRT Financial
New York
$24.1M 248,154 +248,154 New
PA
271
Parkside Advisors
California
$24M 247,614 +7,863 +3%
GGS
272
Galvin Gaustad & Stein
Arizona
$23.9M 246,519 +1,970 +0.8%
LLWM
273
Life Line Wealth Management
California
$23.9M 246,426 +242,093 +5,587%
AIA
274
Arbor Investment Advisors
North Carolina
$23.9M 245,899 +29,732 +14%
TW
275
Transform Wealth
Colorado
$23.8M 244,934 +8,572 +4%
9 10
11
12 13