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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.

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
1
Jones Financial Companies
Missouri
$11.4B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.28B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$498M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.28B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$439M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$5.96M
2
SFA
2
Sequoia Financial Advisors
Ohio
$21.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.47B
4
DCM
4
Disciplina Capital Management
Tennessee
$1.35K
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$1.53B
Name Market Value Shares Shares
Change 		Shares
Change %
RA
101
Rational Advisors
New York
$89.8M 924,888 -48,976 -5%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$89.7M 924,294 +33,332 +4%
NA
103
NewEdge Advisors
Louisiana
$88.6M 912,655 +195,003 +27%
SPIA
104
Steward Partners Investment Advisory
New York
$87.4M 900,619 +45,109 +5%
1832 Asset Management
105
1832 Asset Management
Ontario, Canada
$87.3M 898,996 -363,305 -29%
SMFG
106
Sumitomo Mitsui Financial Group
Japan
$86.5M 890,974 +144,854 +19%
WB
107
WesBanco Bank
West Virginia
$85.4M 879,509 +108,870 +14%
TC
108
Trust Company
Kansas
$84M 865,451 +12,932 +2%
Fisher Asset Management
109
Fisher Asset Management
Washington
$83M 854,911 +16,264 +2%
KeyBank National Association
110
KeyBank National Association
Ohio
$81.8M 843,125 -28,081 -3%
RWM
111
Ritholtz Wealth Management
New York
$81.6M 840,501 +63,236 +8%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$79.7M 816,537 +55,521 +7%
BPA
113
Beacon Pointe Advisors
California
$79.2M 815,618 -23,349 -3%
TNBTD
114
Trustmark National Bank Trust Department
Mississippi
$78.5M 808,653 +17,496 +2%
AF
115
Alerus Financial
North Dakota
$78.4M 808,108 +22,653 +3%
BAAM
116
Baker Avenue Asset Management
California
$75.6M 778,565 +20,511 +3%
CA
117
Cambridge Associates
Massachusetts
$75.2M 775,149 +79,574 +11%
SCM
118
Steele Capital Management
Iowa
$74.5M 767,213 -13,489 -2%
Lido Advisors
119
Lido Advisors
California
$73.9M 760,929 -89,480 -11%
ZIM
120
Zacks Investment Management
Illinois
$72.6M 748,308 -1,694 -0.2%
SW
121
SVB Wealth
Massachusetts
$72M 742,135 +96,004 +15%
JHCM
122
Juniper Hill Capital Management
California
$71.5M 736,489 – –
UCFA
123
United Capital Financial Advisors
Texas
$70.8M 729,821 +62,175 +9%
Franklin Resources
124
Franklin Resources
California
$67.2M 692,063 +26,497 +4%
B
125
Barings
North Carolina
$66.1M 681,434 -113,996 -14%
3 4
5
6 7