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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 %
T
1276
Tidemark
California
$491K -$98.5K -1,015 -17%
FNT
1277
First National Trust
Pennsylvania
$491K +$11.6K +119 +2%
LWM
1278
LJI Wealth Management
Indiana
$487K -$91.5K -943 -16%
CFCI
1279
Comprehensive Financial Consultants Institutional
Indiana
$486K -$4.76K -49 -1%
PPWP
1280
Premier Path Wealth Partners
New Jersey
$484K +$196K +2,023 +68%
BFM
1281
Boston Financial Management
Massachusetts
$482K -$9.61K -99 -2%
BDFN
1282
Bond & Devick Financial Network
Minnesota
$482K – – –
ACM
1283
Advance Capital Management
Michigan
$482K -$228K -2,354 -32%
ACM
1284
Arlington Capital Management
Illinois
$478K -$18.3K -189 -4%
CGA
1285
Crescent Grove Advisors
Illinois
$475K -$381K -3,924 -45%
PCM
1286
Pointe Capital Management
Michigan
$472K +$14.3K +147 +3%
PGAM
1287
Princeton Global Asset Management
New Jersey
$471K +$471K +4,857 New
BFG
1288
Beacon Financial Group
Texas
$468K +$146K +1,509 +45%
PP
1289
Patron Partners
Texas
$468K -$18.3K -189 -4%
BWP
1290
Bernardo Wealth Planning
Pennsylvania
$464K -$60.5K -623 -12%
AP
1291
Americana Partners
Texas
$462K -$132K -1,356 -22%
MYIA
1292
Mount Yale Investment Advisors
Colorado
$460K -$11.3K -116 -2%
FCA
1293
Fortis Capital Advisors
Kansas
$459K -$68.3K -704 -13%
GC
1294
GFG Capital
Florida
$456K – – –
EWA
1295
EverSource Wealth Advisors
Alabama
$456K +$5.75K +58 +1%
BFA
1296
Beaumont Financial Advisors
Massachusetts
$455K +$13.6K +140 +3%
MWM
1297
Melfa Wealth Management
Massachusetts
$454K +$23.1K +238 +5%
RFA
1298
RTD Financial Advisors
Pennsylvania
$452K +$452K +4,660 New
MI
1299
Motiv8 Investments
Florida
$452K +$25.5K +263 +6%
VFPI
1300
Vantage Financial Partners (Illinois)
Illinois
$451K +$291 +3 +0.1%
50 51
52
53 54