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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 %
COCM
76
Charter Oak Capital Management
New Hampshire
$137M 1,415,964 +21,823 +2%
G
77
GenTrust
Florida
$137M 1,415,892 -22,456 -2%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$137M 1,413,455 – –
Osaic Holdings
79
Osaic Holdings
Arizona
$133M 1,371,529 +117,023 +9%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$126M 1,297,511 +65,489 +5%
DWM
81
Destination Wealth Management
California
$126M 1,292,906 +62,748 +5%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$124M 1,282,016 +153,284 +14%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$124M 1,268,562 -173,622 -12%
BCM
84
Brookstone Capital Management
Illinois
$123M 1,249,995 +91,419 +8%
CST
85
Charles Schwab Trust
Nevada
$122M 1,252,532 +34,896 +3%
CTB
86
Country Trust Bank
Illinois
$116M 1,190,440 -16,603 -1%
R
87
Rebalance
California
$114M 1,178,193 +344,253 +41%
SCP
88
Stamos Capital Partners
California
$109M 1,127,640 -29,160 -3%
BNP Paribas Asset Management
89
BNP Paribas Asset Management
France
$108M 1,113,765 +216,970 +24%
AssetMark Inc
90
AssetMark Inc
California
$106M 1,095,326 +32,068 +3%
MCCA
91
Mill Creek Capital Advisors
Pennsylvania
$104M 1,074,314 +54,733 +5%
GLLW
92
Graves Light Lenhart Wealth
Virginia
$99.6M 1,034,877 +9,563 +0.9%
RCG
93
Rock Creek Group
District of Columbia
$98.9M 1,283,660 +6,175 +0.5%
MML Investors Services
94
MML Investors Services
Massachusetts
$97.6M 1,005,845 -88,947 -8%
PS
95
Principal Securities
Iowa
$96.7M 996,026 +59,002 +6%
Sumitomo Mitsui Trust Group
96
Sumitomo Mitsui Trust Group
Japan
$96.4M 992,594 – –
KWM
97
Kingsview Wealth Management
Oregon
$94.6M 974,995 +61,588 +7%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$93.8M 966,391 -26,452 -3%
TW
99
Trajan Wealth
Arizona
$93.2M 960,450 +46,991 +5%
Corient Private Wealth
100
Corient Private Wealth
Florida
$91.8M 945,928 +47,713 +5%
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4
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