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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 %
NCM
1301
Noesis Capital Mangement
Florida
$450K +$151K +1,559 +51%
OFG
1302
Oxford Financial Group
Indiana
$449K +$144K +1,479 +47%
SA
1303
Strategic Advocates
Utah
$447K -$1.47M -15,155 -77%
HHGA
1304
Halbert Hargrove Global Advisors
California
$447K +$4.08K +42 +0.9%
CCG
1305
Coastwise Capital Group
California
$446K -$7.47K -77 -2%
SF
1306
SWP Financial
California
$446K -$7.59M -78,141 -94%
DFA
1307
Davies Financial Advisors
California
$446K -$2.98M -30,700 -87%
CD
1308
Chapin Davis
Maryland
$446K +$388 +4 +0.1%
JWCA
1309
J.W. Coons Advisors
Ohio
$445K – – –
GAB
1310
German American Bancorp
Indiana
$441K – – –
GS
1311
GTS Securities
New York
$435K +$435K +4,485 New
WAM
1312
Worth Asset Management
Texas
$435K +$435K +4,477 New
CA
1313
Continuum Advisory
Idaho
$433K +$37.3K +384 +9%
AWM
1314
Aries Wealth Management
Maine
$432K +$19.4K +200 +5%
VVP
1315
Venture Visionary Partners
Ohio
$429K -$4.76K -49 -1%
TF
1316
Tompkins Financial
New York
$428K -$94K -968 -18%
HWM
1317
Hassell Wealth Management
Louisiana
$428K +$887 +9 +0.2%
CG
1318
CFO4Life Group
Texas
$425K -$66.6K -686 -14%
BWM
1319
Bulltick Wealth Management
Florida
$424K – – –
MSAM
1320
Moloney Securities Asset Management
Missouri
$419K -$15.8M -163,161 -97%
SPA
1321
Sentinel Pension Advisors
Massachusetts
$419K -$19.9K -205 -5%
HR
1322
Howe & Rusling
New York
$418K -$8.15K -84 -2%
PAA
1323
Peregrine Asset Advisers
Oregon
$418K +$43.7K +450 +12%
MCG
1324
McCollum Christoferson Group
New York
$417K – – –
BRM
1325
Boston Research & Management
Massachusetts
$415K +$41K +423 +11%
51 52
53
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