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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
+$2.09B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$521M
3
SOMRS
State of Michigan Retirement System
Michigan
+$498M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$451M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$439M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$563M
2
SFA
Sequoia Financial Advisors
Ohio
-$194M
3
Morgan Stanley
Morgan Stanley
New York
-$161M
4
DCM
Disciplina Capital Management
Tennessee
-$157M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1026
Triumph Capital Management
Colorado
$1.16M +$631K +6,503 +120%
SC
1027
Sepio Capital
Utah
$1.16M -$7.28K -75 -0.6%
AIA
1028
Affinity Investment Advisors
California
$1.15M – – –
PIWA
1029
Prevail Innovative Wealth Advisors
Kansas
$1.15M +$81.6K +841 +8%
FH
1030
FWG Holdings
Florida
$1.15M +$14.8K +151 +1%
LAM
1031
LifePro Asset Management
California
$1.15M +$66.9K +689 +6%
FWM
1032
Forza Wealth Management
Florida
$1.14M +$24.3K +250 +2%
SIA
1033
Schechter Investment Advisors
Michigan
$1.13M -$246K -2,536 -18%
FA
1034
Fermata Advisors
California
$1.12M -$1.44M -14,788 -56%
LA
1035
Lifeworks Advisors
Michigan
$1.12M -$59.7K -615 -5%
AF
1036
Apollon Financial
South Carolina
$1.1M -$105K -1,085 -9%
ACA
1037
Affinity Capital Advisors
California
$1.1M -$479K -4,938 -30%
BFM
1038
Boothbay Fund Management
New York
$1.1M +$1.1M +11,342 New
RFA
1039
Resurgent Financial Advisors
Georgia
$1.1M -$19.2K -198 -2%
SC
1040
Stephens Consulting
Michigan
$1.09M +$107K +1,101 +11%
BCM
1041
Bourgeon Capital Management
Connecticut
$1.09M +$68.9K +710 +7%
SFP
1042
Shepherd Financial Partners
Massachusetts
$1.09M -$31.4K -323 -3%
AC
1043
ASB Consultores
Florida
$1.09M – – –
HWM
1044
HighMark Wealth Management
Minnesota
$1.08M +$86.5K +891 +9%
GIM
1045
GE Investment Management
Connecticut
$1.08M -$123M -1,270,324 -99%
VAG
1046
Vannoy Advisory Group
Texas
$1.08M +$199K +2,049 +23%
MFA
1047
Mayflower Financial Advisors
Massachusetts
$1.08M -$46.2K -476 -4%
CCA
1048
Carrera Capital Advisors
Michigan
$1.08M +$1.08M +11,086 New
JWBC
1049
John W. Brooker & Co
California
$1.07M -$32K -330 -3%
PI
1050
PineBridge Investments
New York
$1.07M -$38.8K -400 -4%
40 41
42
43 44