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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 %
RWP
1251
Revolve Wealth Partners
New Jersey
$541K +$25.5K +263 +5%
SCM
1252
Seascape Capital Management
New Hampshire
$537K -$95.2K -981 -15%
AAM
1253
Ameraudi Asset Management
New York
$536K – – –
SC
1254
Summa Corp
Texas
$534K +$146K +1,500 +38%
EFS
1255
Essex Financial Services
Connecticut
$529K +$529K +282,016 New
OPWM
1256
Oxinas Partners Wealth Management
Indiana
$527K -$4.57M -47,127 -90%
MSCM
1257
McElhenny Sheffield Capital Management
Texas
$525K +$7.96K +82 +2%
DW30
1258
Drucker Wealth 3.0
New Jersey
$523K +$523K +5,384 New
BL
1259
BFSG LLC
California
$522K +$23.8K +245 +5%
MWM
1260
Modern Wealth Management
Kansas
$520K +$53K +546 +11%
HIP
1261
HUB Investment Partners
Texas
$518K -$225K -2,313 -30%
RIG
1262
RiverFront Investment Group
Virginia
$516K -$38.3K -395 -7%
NG
1263
NWK Group
California
$508K +$12.6K +130 +3%
PWM
1264
Power Wealth Management
Georgia
$508K +$17.9K +184 +4%
CA
1265
Crewe Advisors
Utah
$507K – – –
VWM
1266
Vigilare Wealth Management
Arizona
$506K -$469K -4,827 -48%
IWMA
1267
Ironwood Wealth Management (Arizona)
Arizona
$502K +$3.59K +37 +0.7%
AWM
1268
Aprio Wealth Management
Georgia
$500K -$352K -3,623 -41%
GCA
1269
Gradient Capital Advisors
California
$499K – – –
LWL
1270
Leo Wealth LLC
Texas
$497K +$3.37K +35 +0.7%
TNB
1271
Thomasville National Bank
Georgia
$497K -$26.9K -277 -5%
FFA
1272
Fragasso Financial Advisors
Pennsylvania
$496K -$50.1K -516 -9%
VCP
1273
Verus Capital Partners
Arizona
$494K +$494K +5,093 New
CWM
1274
Cornerstone Wealth Management
Missouri
$494K +$18.5K +191 +4%
NP
1275
NorthRock Partners
Minnesota
$492K -$182K -1,871 -27%
49 50
51
52 53