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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 %
KFG
1226
Kingdom Financial Group
Arizona
$572K -$521K -5,371 -48%
BCP
1227
Berkeley Capital Partners
Georgia
$571K +$4.27K +44 +0.8%
HT
1228
Heritage Trust
Oklahoma
$569K -$102K -1,050 -15%
SWA
1229
Strategies Wealth Advisors
Michigan
$568K -$42.8K -441 -7%
FWP
1230
FAS Wealth Partners
Kansas
$568K +$9.03K +93 +2%
FA
1231
Fountainhead AM
New Jersey
$565K -$1.14M -11,796 -67%
RT
1232
Rockland Trust
Massachusetts
$564K -$27.4K -282 -5%
SS
1233
Sunbelt Securities
Texas
$561K -$149K -1,530 -21%
CCFM
1234
Clear Creek Financial Management
Washington
$560K -$109K -1,127 -16%
PAM
1235
Palisade Asset Management
Minnesota
$558K – – –
HWA
1236
HHM Wealth Advisors
Tennessee
$558K -$196K -2,023 -26%
NW
1237
Naviter Wealth
Arkansas
$557K -$6.89K -71 -1%
TCM
1238
Traynor Capital Management
Pennsylvania
$556K +$6.99K +72 +1%
RAS
1239
RPS Advisory Solutions
Kentucky
$555K +$555K +5,713 New
BC
1240
Burney Company
Virginia
$554K +$13K +134 +2%
CMBA
1241
C.M. Bidwell & Associates
Hawaii
$551K -$217K -2,240 -28%
PS
1242
Planned Solutions
California
$551K -$37.1K -382 -6%
DWS
1243
Discipline Wealth Solutions
South Carolina
$550K +$550K +5,665 New
SXL
1244
Summit X LLC
Missouri
$550K +$63.8K +656 +13%
RMC
1245
Regis Management Company
California
$546K +$210K +2,160 +62%
AFA
1246
Alpha Financial Advisors
North Carolina
$545K +$17.1K +176 +3%
WAG
1247
Winthrop Advisory Group
Massachusetts
$544K +$259K +2,666 +91%
EWM
1248
Empirical Wealth Management
Washington
$543K +$27.9K +287 +5%
T
1249
TrueFG
Texas
$543K +$15K +155 +3%
MWA
1250
MN Wealth Advisors
Kansas
$541K -$33.8K -348 -6%
48 49
50
51 52