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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 %
GM
1076
GeoWealth Management
Illinois
$979K -$109K -1,127 -10%
CA
1077
Claro Advisors
Massachusetts
$978K -$82.6K -851 -8%
HWM
1078
HRC Wealth Management
Idaho
$977K -$48.7K -502 -5%
FC
1079
Financial Consulate
Maryland
$977K -$25K -258 -2%
TCG
1080
Transcendent Capital Group
Oklahoma
$965K -$12.4K -128 -1%
LPAM
1081
Lodestar Private Asset Management
California
$964K -$128K -1,316 -12%
SCM
1082
Spreng Capital Management
Ohio
$963K -$11.6K -120 -1%
BWG
1083
Boomfish Wealth Group
Georgia
$961K +$358K +3,693 +59%
ATC
1084
Argent Trust Co
Tennessee
$961K -$6.05M -62,326 -86%
PWA
1085
Physician Wealth Advisors
Utah
$958K +$61.8K +628 +7%
IIC
1086
Integrated Investment Consultants
Michigan
$953K – – –
MSK
1087
Melissa S. Kampmann
$949K +$104K +1,070 +12%
IC
1088
Inscription Capital
Texas
$940K +$9.8K +101 +1%
NFW
1089
Noble Family Wealth
Florida
$939K – – –
FCA
1090
FinTrust Capital Advisors
South Carolina
$934K +$29.7K +306 +3%
AWA
1091
Arkadios Wealth Advisors
Georgia
$934K +$567K +5,842 +155%
BB
1092
Busey Bank
Illinois
$926K +$5.15K +53 +0.6%
CIAS
1093
Capital Investment Advisory Services
North Carolina
$921K -$13.2K -136 -1%
MAS
1094
Madden Advisory Services
Florida
$920K -$14.7K -151 -2%
MOS
1095
MGO One Seven
Ohio
$918K -$55K -567 -6%
HH
1096
Hilltop Holdings
Texas
$907K -$592K -6,097 -39%
KAS
1097
KPP Advisory Services
Kentucky
$905K +$117K +1,205 +15%
NL
1098
NDWM LLC
California
$903K – – –
PF
1099
Penney Financial
Texas
$902K -$38.5K -397 -4%
PSCM
1100
Per Stirling Capital Management
Texas
$901K +$83.3K +858 +10%
42 43
44
45 46