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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 %
MW
1151
MBL Wealth
North Carolina
$743K -$19.6M -202,000 -96%
AWA
1152
Adapt Wealth Advisors
Georgia
$743K -$134K -1,379 -15%
SG
1153
Strid Group
Pennsylvania
$743K +$743K +7,657 New
SFS
1154
Summit Financial Strategies
Ohio
$741K +$22.7K +234 +3%
MA
1155
MCF Advisors
Kentucky
$740K +$1.36K +14 +0.2%
AA
1156
Advisory Alpha
Michigan
$728K +$2.43K +25 +0.3%
CCB
1157
Country Club Bank
Missouri
$724K -$73.5K -753 -9%
TCM
1158
Towneley Capital Management
California
$724K -$375K -3,859 -34%
WBG
1159
Wharton Business Group
Pennsylvania
$723K +$723K +7,451 New
HFS
1160
Howard Financial Services
Texas
$717K -$6.8K -70 -0.9%
MWM
1161
Maripau Wealth Management
Indiana
$713K +$29.9K +308 +4%
CWS
1162
Cypress Wealth Services
California
$712K -$17.3K -178 -2%
CIC
1163
Carnegie Investment Counsel
Ohio
$710K -$76.5K -788 -10%
WAM
1164
WNY Asset Management
New York
$708K -$428K -4,408 -38%
HWP
1165
Hibernia Wealth Partners
Louisiana
$707K +$357K +3,678 +102%
PCA
1166
Pallas Capital Advisors
Massachusetts
$703K -$6.88K -70 -1%
SAM
1167
Strategy Asset Managers
California
$700K +$700K +7,147 New
TPWA
1168
TRUE Private Wealth Advisors
Oregon
$699K -$164K -1,690 -19%
GCA
1169
Guardian Capital Advisors
Ontario, Canada
$696K +$12K +123 +2%
CMI
1170
Clare Market Investments
Texas
$696K -$5.77M -59,431 -89%
USCWA
1171
U.S. Capital Wealth Advisors
Texas
$694K -$16.8K -173 -2%
AAG
1172
Armstrong Advisory Group
Massachusetts
$687K +$44.8K +461 +7%
TDWM
1173
Topel & Distasi Wealth Management
California
$687K – – –
BWM
1174
Benchmark Wealth Management
Connecticut
$687K +$304K +3,135 +80%
WP
1175
WealthPLAN Partners
Nebraska
$686K +$98.2K +1,012 +17%
45 46
47
48 49