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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 %
MTC
301
Matrix Trust Company
Colorado
$20.2M 207,840 +61 +0%
AG
302
Ascent Group
Virginia
$20.1M 207,198 +24,074 +13%
SFG
303
Snider Financial Group
Washington
$20.1M 207,163 -59,535 -22%
SG Americas Securities
304
SG Americas Securities
New York
$19.9M 205,361 -204,485 -50%
VA
305
Valmark Advisers
Ohio
$19.9M 204,496 -2,300 -1%
SFSG
306
Sound Financial Strategies Group
Mississippi
$19.7M 203,207 -87,954 -30%
GA
307
Greenspring Advisors
Maryland
$19.6M 201,565 +56,679 +39%
AFG
308
Atomi Financial Group
New York
$19.5M 200,886 +166,796 +489%
MWM
309
Modera Wealth Management
New Jersey
$19.4M 199,961 +62,232 +45%
BIAS
310
Beacon Investment Advisory Services
New Jersey
$19.4M 199,686 +13,292 +7%
SWA
311
Stratos Wealth Advisors
Ohio
$19.4M 199,496 +4,293 +2%
MAM
312
Madison Asset Management
Wisconsin
$19.3M 198,885 -18,930 -9%
OBWG
313
Onyx Bridge Wealth Group
New York
$19.2M 197,800 -1,736 -0.9%
MSFS
314
Main Street Financial Solutions
Pennsylvania
$19.1M 196,953 +10,258 +5%
BDF
315
Black Diamond Financial
Maryland
$19M 195,731 +195,731 New
Financial Engines Advisors
316
Financial Engines Advisors
California
$19M 195,363 -5,462 -3%
DT
317
Diversified Trust
Tennessee
$18.9M 195,052 +37,175 +24%
CGFA
318
Colton Groome Financial Advisors
North Carolina
$18.7M 192,283 +5,654 +3%
Deutsche Bank
319
Deutsche Bank
Germany
$18.5M 190,970 +70,503 +59%
CAM
320
Cresset Asset Management
Illinois
$18.3M 188,384 -3,529 -2%
FFS
321
Founders Financial Securities
Maryland
$18M 185,685 +18,646 +11%
BBVA
322
Banco Bilbao Vizcaya Argentaria
Spain
$17.8M 183,596 +5,436 +3%
BA
323
Ballast Advisors
Minnesota
$17.7M 182,808 +4,382 +2%
Brown Advisory
324
Brown Advisory
Maryland
$17.6M 181,527 +63,196 +53%
VAS
325
Vestmark Advisory Solutions
Massachusetts
$17.4M 179,692 -8,965 -5%
11 12
13
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