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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 %
PFS
376
Prospera Financial Services
Texas
$14.4M +$263K +2,704 +2%
CCA
377
Clearwater Capital Advisors
Illinois
$14.3M -$505K -5,198 -3%
TWM
378
Tanager Wealth Management
United Kingdom
$14.3M +$1.05M +10,820 +8%
AWM
379
Ameliora Wealth Management
Switzerland
$14.2M +$633K +6,521 +5%
WIA
380
Wetzel Investment Advisors
Indiana
$14.2M +$6.17K +63 +0%
SFC
381
SYM Financial Corp
Indiana
$13.9M -$7.18M -73,932 -34%
EWA
382
Exencial Wealth Advisors
Oklahoma
$13.9M -$905K -9,328 -6%
WB
383
Webster Bank
Connecticut
$13.8M +$63.9K +658 +0.5%
IFA
384
Interactive Financial Advisors
Illinois
$13.7M +$420K +4,322 +3%
AFP
385
Alpha Financial Partners
Kentucky
$13.6M +$1.18M +12,150 +10%
9WM
386
9258 Wealth Management
Ohio
$13.5M -$1.46M -15,052 -10%
CIAS
387
CFS Investment Advisory Services
New Jersey
$13.5M +$13.5M +138,872 New
PCM
388
Permanent Capital Management
Illinois
$13.5M +$13.5M +135,958 New
WA
389
Waverly Advisors
Alabama
$13.5M +$7.11M +73,199 +112%
NCM
390
New Capital Management
Texas
$13.4M -$3.95M -40,722 -23%
CWM
391
Chesapeake Wealth Management
Virginia
$13.1M +$21.6K +222 +0.2%
SA
392
Sunesis Advisors
Kansas
$12.8M +$425K +4,375 +3%
EIP
393
Easterly Investment Partners
Massachusetts
$12.8M – – –
CH
394
Canton Hathaway
Rhode Island
$12.7M – – –
TGAM
395
TBH Global Asset Management
Tennessee
$12.7M -$2.78M -28,643 -18%
OAM
396
Oppenheimer Asset Management
New York
$12.7M +$2.12M +21,887 +20%
PFT
397
Providence First Trust
Arizona
$12.6M -$200K -2,064 -2%
TCBWMS
398
Texas Capital Bank Wealth Management Services
Texas
$12.5M +$203K +2,087 +2%
Empower Advisory Group
399
Empower Advisory Group
Colorado
$12.5M -$1.97M -20,245 -14%
CB
400
Commerce Bank
Missouri
$12.5M -$220K -2,267 -2%
14 15
16
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