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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SCM
326
Sheridan Capital Management
California
$17.4M -$269K -2,794 -2%
LFAS
327
Level Four Advisory Services
Texas
$17.2M +$10.8M +111,088 +168%
SWP
328
Stratos Wealth Partners
Ohio
$16.9M -$1.73M -17,825 -9%
WANY
329
Wealthspire Advisors (New York)
New York
$16.9M -$987K -10,169 -6%
CFP
330
Catalyst Financial Partners
Massachusetts
$16.9M +$2.26M +23,318 +16%
FTA
331
Financial & Tax Architects
Missouri
$16.8M -$314K -3,238 -2%
CAL
332
Capital Analysts LLC
Pennsylvania
$16.7M +$1.16M +11,910 +7%
HI
333
Horizon Investments
North Carolina
$16.6M +$948K +9,832 +6%
WI
334
WrapManager Inc
California
$16.6M +$1.13M +11,631 +7%
PFA
335
Pure Financial Advisors
California
$16.4M +$2.25M +23,183 +16%
FAIM
336
Financial Advocates Investment Management
Washington
$16.3M +$418K +4,302 +3%
RW
337
Regimen Wealth
Georgia
$16.2M +$219K +2,253 +1%
OWA
338
Octavia Wealth Advisors
Ohio
$16.2M +$3.2M +32,951 +25%
TBC
339
Ted Buchan & Co
California
$16.2M +$10.3M +105,884 +174%
SCI
340
Silver Coast Investments
United States
$16.2M -$2.41M -24,820 -13%
FIM
341
Freedom Investment Management
Connecticut
$16.2M +$1.71M +17,655 +12%
AI
342
Accredited Investors
Minnesota
$16.2M -$3.82M -39,334 -19%
GFWA
343
Grey Fox Wealth Advisors
Delaware
$16.2M +$718K +7,400 +5%
SPC
344
Sigma Planning Corp
Michigan
$16.2M +$42.4K +437 +0.3%
UW
345
Unique Wealth
Florida
$16.1M +$1.04M +10,741 +7%
SA
346
Skyline Advisors
Washington
$16.1M +$638K +6,575 +4%
LL
347
LPWM LLC
Minnesota
$16M -$88.4K -906 -0.5%
GSWM
348
Greenup Street Wealth Management
Michigan
$16M +$14.6M +150,560 +1,053%
VCA
349
Verdence Capital Advisors
Maryland
$16M +$172K +1,771 +1%
BWM
350
Boyd Wealth Management
California
$16M -$3.17M -32,624 -17%
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