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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 %
VIA
51
Vantagepoint Investment Advisers
District of Columbia
$252M 2,593,298 +895,100 +53%
Jane Street
52
Jane Street
New York
$251M 2,589,027 +2,399,312 +1,265%
AllianceBernstein
53
AllianceBernstein
Tennessee
$250M 2,577,462 +188,781 +8%
BL
54
Balentine LLC
Georgia
$239M 2,457,591 -36,618 -1%
MSA
55
Mason Street Advisors
Wisconsin
$238M 2,454,300 +1,048,000 +75%
DWM
56
Dynasty Wealth Management
Florida
$232M 2,390,221 +260,379 +12%
SDIC
57
South Dakota Investment Council
South Dakota
$228M 2,344,500 – –
QWP
58
Quotient Wealth Partners
Texas
$225M 2,318,385 +250,879 +12%
BTI
59
Blue Trust Inc
Georgia
$210M 2,143,672 -1,759 -0.1%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$194M 1,995,018 -255,493 -11%
HighTower Advisors
61
HighTower Advisors
Illinois
$186M 1,916,237 -120,323 -6%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$177M 1,827,788 +320,531 +21%
STA
63
Summit Trail Advisors
New York
$169M 1,738,964 +1,550 +0.1%
EEP
64
Edgehill Endowment Partners
Connecticut
$167M 1,719,245 -217,015 -11%
SAM
65
Simplify Asset Management
Nevada
$164M 1,692,591 +1,101,573 +186%
AWM
66
Axxcess Wealth Management
California
$160M 1,650,710 +39,778 +2%
SP
67
Stairway Partners
Illinois
$160M 1,645,227 +119,800 +8%
EWA
68
EP Wealth Advisors
California
$157M 1,622,294 +70,177 +5%
PCIA
69
Prime Capital Investment Advisors
Kansas
$153M 1,579,567 -83,277 -5%
CAAS
70
Capital Asset Advisory Services
Michigan
$153M 1,565,988 +25,014 +2%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$149M 1,536,135 +226,346 +17%
GH
72
Geisinger Health
Pennsylvania
$148M 1,529,816 +14,003 +0.9%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$143M 1,468,075 +302,201 +26%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$141M 1,447,998 +841,170 +139%
CWM
75
Cahaba Wealth Management
Georgia
$138M 1,420,456 +54,159 +4%
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