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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 %
Calamos Advisors
1351
Calamos Advisors
Illinois
$381K -$6.7K -69 -2%
OPA
1352
Old Port Advisors
Maine
$380K -$50.6K -521 -12%
SWA
1353
SOA Wealth Advisors
New York
$378K +$31.2K +321 +9%
HWA
1354
Heritage Wealth Advisors
Virginia
$376K +$8.06K +83 +2%
YAL
1355
Your Advocates Ltd
Texas
$373K -$101K -1,040 -21%
HA
1356
Hanover Advisors
South Carolina
$372K +$372K +3,836 New
GI
1357
Gradient Investments
Minnesota
$372K +$155K +1,593 +71%
SWA
1358
Sax Wealth Advisors
New Jersey
$372K -$829K -8,541 -69%
MIS
1359
Morningstar Investment Services
Illinois
$372K -$334K -3,422 -47%
FWP
1360
Firethorn Wealth Partners
Georgia
$370K -$7.18K -74 -2%
SIM
1361
SSI Investment Management
California
$370K – – –
MW
1362
Members Wealth
Pennsylvania
$368K +$368K +3,756 New
WFA
1363
Wade Financial Advisory
California
$366K +$1.46K +15 +0.4%
PBF
1364
Petix & Botte Financial
California
$360K -$506K -5,218 -58%
E
1365
ETFidea
New York
$360K +$90.4K +931 +34%
PG
1366
Proffitt & Goodson
Tennessee
$358K -$6.31K -65 -2%
ClearBridge Investments
1367
ClearBridge Investments
New York
$357K -$7.57K -78 -2%
ACG
1368
Allen Capital Group
Nebraska
$357K +$88.8K +915 +33%
FWIA
1369
Fort Washington Investment Advisors
Ohio
$357K +$86.9K +895 +32%
JFG
1370
Jefferies Financial Group
New York
$356K -$114K -1,172 -24%
CIR
1371
Clear Investment Research
Georgia
$355K +$679 +7 +0.2%
WAL
1372
W Advisors LLC
Tennessee
$353K -$2.04K -21 -0.6%
BJL
1373
Brighton Jones LLC
Washington
$353K +$15.1K +156 +4%
HCM
1374
Hengehold Capital Management
Ohio
$350K -$37.1K -382 -10%
MCWA
1375
Meadow Creek Wealth Advisors
Georgia
$350K -$971 -10 -0.3%
53 54
55
56 57