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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 %
SI
1326
Sprott Inc
Ontario, Canada
$413K +$42.4K +437 +11%
SC
1327
SouthState Corp
Florida
$412K -$7.38K -76 -2%
MFWP
1328
Mosaic Family Wealth Partners
Missouri
$406K +$582 +6 +0.1%
HDIM
1329
Hanson & Doremus Investment Management
Vermont
$403K – – –
HAC
1330
Harbor Advisory Corp
New Hampshire
$403K – – –
TWP
1331
Tempus Wealth Planning
California
$400K -$27.1K -279 -6%
EW
1332
Evoke Wealth
California
$398K -$91.3M -940,231 -100%
W
1333
WealthCollab
Washington
$396K – – –
WJA
1334
Willis Johnson & Associates
Texas
$395K +$6.89K +71 +2%
FMP
1335
Financial Management Professionals
Texas
$393K -$13.4K -138 -3%
2L
1336
25 LLC
Missouri
$393K -$282K -2,910 -42%
MCA
1337
MSH Capital Advisors
Arizona
$392K +$392K +4,043 New
RBC
1338
Romano Brothers & Co
Illinois
$392K +$27.4K +282 +8%
HFP
1339
Holistic Financial Partners
Indiana
$392K -$4.17K -43 -1%
PWP
1340
Perfromance Wealth Partners
Illinois
$392K -$1.97M -20,287 -83%
BWL
1341
Bogart Wealth LLC
Virginia
$391K +$79.7K +821 +26%
RDWM
1342
Red Door Wealth Management
Tennessee
$389K +$389K +4,011 New
FRA
1343
Frank Rimerman Advisors
California
$388K – – –
IC
1344
IEQ Capital
California
$386K +$33.1K +341 +9%
WI
1345
Wintrust Investments
Illinois
$383K – – –
FNB
1346
Farmers National Bank
Kentucky
$382K – – –
HS
1347
Horan Securities
United States
$382K +$46.1K +475 +14%
LCWP
1348
Legacy Capital Wealth Partners
Arkansas
$382K +$382K +3,934 New
SCA
1349
Stonebridge Capital Advisors
Minnesota
$381K -$259K -2,671 -40%
PSA
1350
Plum Street Advisors
Louisiana
$381K -$88.4K -911 -19%
52 53
54
55 56