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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 %
MWM
1101
MorganRosel Wealth Management
Colorado
$900K -$190K -1,961 -17%
PWMAG
1102
Pinnacle Wealth Management Advisory Group
New Jersey
$897K +$33.9K +349 +4%
EAM
1103
Empirical Asset Management
Massachusetts
$896K +$896K +9,233 New
PWC
1104
PYA Waltman Capital
Tennessee
$896K -$24.9K -257 -3%
CFD
1105
Creative Financial Designs
Indiana
$884K +$3.11K +32 +0.4%
CP
1106
Castleview Partners
Texas
$880K -$314K -3,234 -26%
BSW
1107
Buckingham Strategic Wealth
Missouri
$874K -$805K -8,296 -48%
RI
1108
Rinkey Investments
California
$869K -$1.02M -10,509 -54%
DAS
1109
Diversify Advisory Services
Utah
$865K -$233K -2,390 -21%
EIA
1110
Edgemoor Investment Advisors
Maryland
$864K +$46.1K +475 +6%
JIP
1111
Jaffetilchin Investment Partners
Florida
$863K +$6.02K +62 +0.7%
CPBTD
1112
Central Pacific Bank - Trust Division
Hawaii
$861K -$259K -2,673 -23%
AIA
1113
Angeles Investment Advisors
California
$859K – – –
DPI
1114
Diversified Portfolios Inc
Michigan
$858K -$45.4K -468 -5%
BIP
1115
Blueprint Investment Partners
North Carolina
$858K -$634K -6,530 -42%
BHB
1116
Bank Hapoalim BM
Israel
$852K -$850K – –
WF
1117
Welch & Forbes
Massachusetts
$851K +$220K +2,268 +35%
LNWWM
1118
Laird Norton Wetherby Wealth Management
California
$851K -$26.1K -269 -3%
BWP
1119
BSW Wealth Partners
Colorado
$847K +$193K +1,989 +30%
RF
1120
RHS Financial
California
$840K -$121K -1,247 -13%
IPWA
1121
International Private Wealth Advisors
California
$837K +$86K +886 +11%
SW
1122
Simplicity Wealth
New Jersey
$836K +$301K +3,100 +56%
HIM
1123
Hanlon Investment Management
New Jersey
$834K +$320K +3,295 +62%
MW
1124
Maia Wealth
Colorado
$833K +$833K +8,498 New
WAAG
1125
Wealth Alliance Advisory Group
Kansas
$828K +$566K +5,832 +216%
43 44
45
46 47