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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 %
LIG
1201
Lokken Investment Group
Delaware
$637K +$32.7K +337 +5%
SMA
1202
Sage Mountain Advisors
Georgia
$635K +$66.5K +685 +12%
FLPIM
1203
F.L. Putnam Investment Management
Massachusetts
$634K -$659K -6,792 -51%
BRIA
1204
Balanced Rock Investment Advisors
Massachusetts
$632K -$20.4K -210 -3%
CA
1205
Cambridge Advisors
Nebraska
$627K +$10.5K +108 +2%
CA
1206
Calton & Associates
Florida
$617K -$3.49K -36 -0.6%
AF
1207
Aviso Financial
Ontario, Canada
$616K +$616K +6,341 New
LRIA
1208
Leonard Rickey Investment Advisors
Washington
$614K +$582 +6 +0.1%
AWMS
1209
Advocacy Wealth Management Services
Georgia
$611K -$86K -886 -12%
SGWM
1210
Sterling Group Wealth Management
California
$611K +$611K +6,292 New
MA
1211
Montag & Associates
Georgia
$610K +$357K +3,679 +142%
CJH
1212
Christopher J. Hasenberg
Wisconsin
$609K +$298K +3,069 +96%
BWG
1213
Balanced Wealth Group
Ohio
$605K -$1.05M -10,900 -63%
HTC
1214
Haverford Trust Company
Pennsylvania
$603K -$10.1K -104 -2%
FAG
1215
Fortitude Advisory Group
Washington
$603K -$17.7K -182 -3%
JF
1216
JSF Financial
California
$595K +$45.7K +471 +8%
PCMC
1217
Private Capital Management (Colorado)
Colorado
$594K +$122K +1,258 +26%
IWN
1218
Independent Wealth Network
Iowa
$591K -$22.6K -233 -4%
ICM
1219
IMS Capital Management
Oregon
$589K +$6.03K +60 +1%
RPGK
1220
Retirement Planning Group (Kansas)
Kansas
$584K -$2.03M -20,862 -78%
FAM
1221
Family Asset Management
South Carolina
$582K -$10.1K -104 -2%
PC
1222
Prairiewood Capital
North Dakota
$582K +$32K +330 +6%
XT
1223
XTX Topco
Cayman Islands
$579K +$579K +5,968 New
MA
1224
MONECO Advisors
Connecticut
$574K -$230K -2,367 -29%
LNB
1225
Ledyard National Bank
$572K -$51.8K -534 -8%
47 48
49
50 51