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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 %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$733M 7,552,032 -153,484 -2%
LPL Financial
27
LPL Financial
California
$676M 6,961,480 +359,345 +5%
Mariner
28
Mariner
Kansas
$671M 6,912,868 +379,684 +6%
Truist Financial
29
Truist Financial
North Carolina
$645M 6,647,367 -199,351 -3%
COPPSERS
30
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$630M 6,488,003 +71,017 +1%
Prudential Financial
31
Prudential Financial
New Jersey
$602M 6,198,381 -1,090,576 -15%
FMI
32
Factory Mutual Insurance
Massachusetts
$585M 6,022,876 -102,215 -2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$553M 5,694,211 +347,497 +6%
Members Trust
34
Members Trust
Florida
$546M 5,620,086 -77,709 -1%
Stifel Financial
35
Stifel Financial
Missouri
$502M 5,167,274 -455,470 -8%
SOMRS
36
State of Michigan Retirement System
Michigan
$498M 5,135,000 +5,135,000 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$489M 5,040,480 -290,232 -5%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$439M 4,519,519 +4,519,519 New
USAA
39
United Services Automobile Association
Texas
$430M 4,434,862 -993,870 -18%
AAS
40
Avantax Advisory Services
Texas
$423M 4,352,862 +764,090 +21%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$406M 4,184,046 +238,388 +6%
DADC
42
D.A. Davidson & Co
Montana
$386M 3,976,207 +67,333 +2%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$368M 3,786,584 -40,824 -1%
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$364M 3,751,000 +1,796,300 +92%
Cerity Partners
45
Cerity Partners
New York
$342M 3,524,932 +1,633,300 +86%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$315M 3,246,635 +1,204,350 +59%
Citigroup
47
Citigroup
New York
$312M 3,217,592 +60,144 +2%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$300M 3,092,740 +154,679 +5%
SAG
49
SageView Advisory Group
California
– – -5,392 Closed
SWM
50
SigFig Wealth Management
California
$272M 2,800,508 +20,241 +0.7%
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