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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 %
VF
1051
Vawter Financial
Ohio
$1.07M +$9.71K +100 +0.9%
NP
1052
Nilsine Partners
Colorado
$1.06M +$19.7K +203 +2%
APWA
1053
Atlas Private Wealth Advisors
New Jersey
$1.06M +$473K +4,875 +81%
PCA
1054
Providence Capital Advisors
North Carolina
$1.06M +$34.6K +356 +3%
CMAI
1055
Capital Management Associates Inc
Minnesota
$1.05M +$1.05M +10,832 New
BCM
1056
BTC Capital Management
Iowa
$1.04M – – –
EIP
1057
Ellis Investment Partners
Pennsylvania
$1.04M +$61.6K +635 +6%
PFG
1058
Pacific Financial Group
Washington
$1.04M +$3.69K +38 +0.4%
GF
1059
Gries Financial
Ohio
$1.03M -$31.5K -325 -3%
JWM
1060
JGP Wealth Management
Oregon
$1.03M +$1.03M +10,647 New
MWP
1061
Madison Wealth Partners
Wisconsin
$1.03M -$193K -1,984 -16%
BFW
1062
Brady Family Wealth
Missouri
$1.03M – – –
NL
1063
NVWM LLC
Pennsylvania
$1.03M +$184K +1,897 +22%
JCM
1064
Jacobi Capital Management
Pennsylvania
$1.02M -$173K -1,780 -14%
GFG
1065
Goldstone Financial Group
Illinois
$1.01M -$363K -3,740 -26%
SEIA
1066
Signature Estate & Investment Advisors
California
$1.01M +$1.01M +10,373 New
CIBC Asset Management
1067
CIBC Asset Management
Ontario, Canada
$1.01M -$101K -1,038 -9%
FF
1068
Farrell Financial
New York
$1.01M -$457K -4,706 -31%
SWP
1069
Strategic Wealth Partners
Ohio
$1M +$389K +4,006 +64%
FNC
1070
First National Corp
Massachusetts
$998K +$998K +10,285 New
BPWM
1071
Badgley Phelps Wealth Managers
Washington
$996K -$78.7K -811 -7%
BAM
1072
Belpointe Asset Management
Nevada
$994K -$30.2K -311 -3%
SOS
1073
Silver Oak Securities
Tennessee
$993K +$570K +5,872 +135%
RFA
1074
Register Financial Advisors
Georgia
$993K +$109K +1,119 +12%
S
1075
SignatureFD
Georgia
$985K -$82.1K -846 -8%
41 42
43
44 45