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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
Jones Financial Companies
Missouri
$11.4B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.28B
3
SOMRS
State of Michigan Retirement System
Michigan
$498M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.28B
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$439M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$5.96M
2
SFA
Sequoia Financial Advisors
Ohio
$21.8M
3
Morgan Stanley
Morgan Stanley
New York
$2.47B
4
DCM
Disciplina Capital Management
Tennessee
$1.35K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
426
Walden Wealth Partners
Ohio
$11.3M +$196K +2,017 +2%
CIBC World Market
427
CIBC World Market
Ontario, Canada
$11.2M +$448K +4,619 +4%
SCP
428
Silverleafe Capital Partners
Tennessee
$11.1M +$273K +2,808 +3%
EFS
429
Econ Financial Services
Pennsylvania
$11.1M +$1.07M +11,011 +11%
LIA
430
LifePlan Investment Advisors
North Carolina
$11.1M +$1.03M +10,653 +10%
VHAM
431
Van Hulzen Asset Management
California
$11M -$67.4K -694 -0.6%
SC
432
Sykon Capital
New York
$11M +$11M +113,010 New
EWS
433
Evergreen Wealth Solutions
Pennsylvania
$10.9M +$1.31M +13,469 +14%
D
434
Diversified
Delaware
$10.9M +$10.3M +106,452 +1,991%
CWP
435
Corepath Wealth Partners
Arizona
$10.8M +$358K +3,667 +3%
SWG
436
Summit Wealth Group
Vermont
$10.8M +$10.8M +111,326 New
LWP
437
LMG Wealth Partners
Louisiana
$10.8M +$292K +3,005 +3%
RFG
438
RFP Financial Group
Georgia
$10.8M +$148K +1,521 +1%
CTA
439
Chesley Taft & Associates
Illinois
$10.7M +$388K +3,999 +4%
Qube Research & Technologies (QRT)
440
Qube Research & Technologies (QRT)
United Kingdom
$10.7M +$7.21M +74,302 +207%
FA
441
FDx Advisors
Illinois
$10.7M -$238K -2,453 -2%
CA
442
Clearstead Advisors
Ohio
$10.6M +$9.14M +94,183 +618%
AWA
443
Aquire Wealth Advisors
Utah
$10.6M +$818K +8,430 +8%
BBNA
444
Bremer Bank National Association
Minnesota
$10.6M +$1.65M +16,957 +18%
AIA
445
Ally Invest Advisors
North Carolina
$10.6M +$1.54M +15,914 +17%
AL
446
Aspiriant LLC
California
$10.5M +$1.42M +14,636 +16%
MPW
447
MGO Private Wealth
California
$10.5M -$40.3K -415 -0.4%
I2I
448
Insight 2811 Inc
Illinois
$10.4M +$808K +8,320 +8%
RWPA
449
Richard W. Paul & Associates
Michigan
$10.4M +$425K +4,382 +4%
HI
450
Harbour Investments
Wisconsin
$10.4M +$457K +4,706 +5%
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