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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 %
IAG
1126
Investment Advisory Group
Massachusetts
$826K +$9.71K +100 +1%
PFA
1127
Pathway Financial Advisors
Vermont
$825K +$29.7K +306 +4%
USB
1128
Union Savings Bank
Connecticut
$821K -$88.1K -908 -10%
PIA
1129
Perennial Investment Advisors
California
$819K -$60.1K -619 -7%
WC
1130
Whitney & Co
New York
$814K +$15.1K +156 +2%
KBFS
1131
Kohmann Bosshard Financial Services
Ohio
$812K -$471K -4,848 -37%
CAM
1132
Cidel Asset Management
Ontario, Canada
$811K -$828K – –
EFG
1133
Ethos Financial Group
Pennsylvania
$802K -$63.9K -658 -7%
BCM
1134
Brookmont Capital Management
Texas
$799K +$433K +4,458 +118%
PRWA
1135
Platte River Wealth Advisors
Colorado
$798K -$66.5K -685 -8%
GA
1136
GFS Advisors
Texas
$796K -$611K -3,563 -43%
ACGA
1137
Atlanta Consulting Group Advisors
Georgia
$783K +$279K +2,876 +55%
TAM
1138
Titleist Asset Management
Texas
$782K +$122K +1,252 +18%
FAM
1139
Flaharty Asset Management
Florida
$782K +$1.46K +15 +0.2%
VFIC
1140
Valley Forge Investment Consultants
Pennsylvania
$774K +$6.21K +64 +0.8%
NWA
1141
New World Advisors
Massachusetts
$772K -$1.86M -19,158 -71%
TPWA
1142
Twin Peaks Wealth Advisors
California
$768K -$373K -3,847 -33%
AA
1143
Axiom Advisory
California
$766K +$766K +7,935 New
OWM
1144
Orgel Wealth Management
Wisconsin
$765K +$416K +4,282 +119%
CW
1145
CIC Wealth
Maryland
$757K +$35.1K +362 +5%
NWM
1146
Napa Wealth Management
California
$751K +$751K +7,737 New
SP
1147
Successful Portfolios
Florida
$750K +$291 +3 +0%
DL
1148
DOHJ LLC
Washington
$746K -$166K -1,709 -18%
FSA
1149
Financial Services Advisory
Maryland
$745K -$8.33M -85,854 -92%
OGF
1150
Orin Green Financial
California
$745K +$745K +7,670 New
44 45
46
47 48