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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 %
WT
351
Washington Trust
Rhode Island
$16M +$47.8K +492 +0.3%
ACM
352
Agincourt Capital Management
Virginia
$15.9M +$432K +4,450 +3%
IWM
353
IHT Wealth Management
Illinois
$15.8M +$568K +5,851 +4%
TSS
354
Two Sigma Securities
New York
$15.8M +$15.5M +159,633 +5,625%
National Bank of Canada
355
National Bank of Canada
Quebec, Canada
$15.7M -$38M -395,009 -71%
CWM
356
Calamos Wealth Management
Illinois
$15.7M +$1.32M +13,586 +9%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$15.6M +$146K +1,505 +0.9%
PCA
358
Peddock Capital Advisors
Massachusetts
$15.6M -$205K -2,109 -1%
PIMG
359
Patriot Investment Management Group
Tennessee
$15.4M +$1.63M +16,806 +12%
MW
360
Marcum Wealth
Ohio
$15.3M +$1.34M +13,835 +10%
JJBC
361
James J. Burns & Company
New York
$15.3M +$6.46M +66,519 +73%
AF
362
Advisornet Financial
Minnesota
$15.2M +$2.34M +24,152 +18%
AIA
363
Alera Investment Advisors
Illinois
$15.1M +$13.3M +137,112 +724%
CL
364
Choreo LLC
Illinois
$15.1M +$7.43M +77,227 +97%
MA
365
Marquette Associates
Illinois
$15M – – –
CCT
366
Chemung Canal Trust
New York
$15M -$1.32M -13,621 -8%
Principal Financial Group
367
Principal Financial Group
Iowa
$15M -$1.31M -13,499 -8%
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$14.9M -$3.4M -35,029 -19%
BCM
369
BlueCrest Capital Management
Jersey
$14.9M +$14.9M +153,201 New
AWM
370
AE Wealth Management
Kansas
$14.8M +$4.83M +49,761 +49%
ACP
371
Aveo Capital Partners
Colorado
$14.7M -$64.1K -660 -0.4%
TAM
372
TCP Asset Management
Ohio
$14.7M +$114K +1,179 +0.8%
ISWM
373
Independent Solutions Wealth Management
New York
$14.7M +$133K +1,372 +0.9%
TIA
374
Tiemann Investment Advisors
California
$14.7M +$523K +5,388 +4%
Kovitz Investment Group Partners
375
Kovitz Investment Group Partners
Illinois
$14.6M +$8.89M +91,572 +156%
13 14
15
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