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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 %
MCI
1176
MRP Capital Investments
Georgia
$686K +$686K +7,067 New
PMFA
1177
Plante Moran Financial Advisors
Michigan
$686K -$108K -1,109 -14%
I
1178
INVST
Indiana
$680K -$187K -1,938 -22%
VC
1179
Veracity Capital
Georgia
$679K -$214K -2,200 -24%
CA
1180
Cornerstone Advisory
Maryland
$675K +$104K +1,069 +18%
WF
1181
Warner Financial
Maryland
$672K +$97 +1 +0%
BEI
1182
Benjamin Edwards Inc
Missouri
$670K -$13.6K -140 -2%
ACI
1183
Alpha Cubed Investments
California
$670K -$26.1K -269 -4%
MAM
1184
MMA Asset Management
Pennsylvania
$667K -$44K -453 -6%
VCS
1185
Vaughan & Co Securities
New Jersey
$667K +$37.4K +385 +6%
CCP
1186
Clarity Capital Partners
California
$667K +$7.57K +78 +1%
SSC
1187
Syverson Strege & Co
Iowa
$666K +$20.6K +212 +3%
AHL
1188
Abel Hall LLC
Louisiana
$665K -$247K -2,549 -27%
CCA
1189
Childress Capital Advisors
Texas
$664K +$38.8K +400 +6%
TSWM
1190
Tyler-Stone Wealth Management
Ohio
$664K +$127K +1,311 +24%
PP
1191
Patten & Patten
Tennessee
$662K -$34.4K -354 -5%
GL
1192
Gerber LLC
Ohio
$655K – – –
WWM
1193
Waterway Wealth Management
Texas
$654K -$71.4K -735 -10%
FFG
1194
Fiduciary Financial Group
California
$654K +$654K +6,644 New
TCA
1195
Transcend Capital Advisors
New Jersey
$653K +$46.2K +476 +8%
SFCL
1196
Strengthening Families & Communities LLC
Massachusetts
$651K +$651K +6,710 New
VT
1197
Vise Technologies
New York
$650K +$650K +6,697 New
QWM
1198
Quadcap Wealth Management
Texas
$645K -$296K -3,045 -31%
NA
1199
Nottingham Advisors
New York
$639K – – –
LA
1200
Latitude Advisors
Florida
$638K -$168K -1,728 -21%
46 47
48
49 50