AGG icon

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 %
CFGS
276
Concourse Financial Group Securities
Alabama
$23.2M 238,774 -2,935 -1%
HCM
277
Hudson Capital Management
New Jersey
$23.1M 238,309 +4,133 +2%
FCIM
278
Fairview Capital Investment Management
California
$23.1M 238,060 +39,278 +20%
FD
279
Financial Designs
California
$23.1M 238,033 +347 +0.1%
CBT
280
Central Bank & Trust
Kentucky
$23M 236,433 +5,696 +2%
HWA
281
Heartwood Wealth Advisors
Virginia
$22.9M 236,299 +3,948 +2%
SC
282
Syon Capital
California
$22.7M 233,501 +33,416 +17%
FHC
283
Fort Henry Capital
West Virginia
$22.6M 233,247 +5,921 +3%
SWP
284
Summit Wealth Partners
Florida
$22.6M 232,404 +14,712 +7%
BFG
285
Berger Financial Group
Minnesota
$22.4M 230,962 -1,015 -0.4%
VWA
286
Visionary Wealth Advisors
Illinois
$22.4M 230,262 +3,344 +1%
ST
287
Smithfield Trust
Pennsylvania
$22.3M 230,118 +5,337 +2%
ASN
288
Advisory Services Network
Georgia
$22.1M 227,752 +13,125 +6%
Man Group
289
Man Group
United Kingdom
$21.9M 225,561 +44,153 +24%
SFA
290
Sequoia Financial Advisors
Ohio
$21.8M 224,690 -1,996,226 -90%
MMA
291
Miracle Mile Advisors
California
$21.8M 224,120 -4,324 -2%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$21.4M 220,474 -35,993 -14%
VCM
293
Verger Capital Management
North Carolina
$21.3M 219,331 +1,497 +0.7%
EFM
294
Eley Financial Management
Vermont
$21.1M 217,749 +4,460 +2%
TWA
295
TCI Wealth Advisors
Arizona
$21.1M 217,624 -21,131 -9%
BCG
296
BayBridge Capital Group
California
$20.9M 215,132 +8,197 +4%
BC
297
Bowman & Company
Wisconsin
$20.3M 209,564 +3,464 +2%
CC
298
Cultivar Capital
Texas
$20.3M 209,321 +6,117 +3%
LFS
299
Lutz Financial Services
Nebraska
$20.2M 208,495 -1,663 -0.8%
HI
300
Hudock Inc
Pennsylvania
$20.2M 208,105 +1,021 +0.5%
10 11
12
13 14