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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 %
JSL
1376
JT Stratford LLC
Georgia
$350K +$113K +1,165 +48%
CPA
1377
Clear Point Advisors
New York
$349K -$36.2K -373 -9%
ATI
1378
ARK & TLK Investments
Oklahoma
$348K +$92.8K +956 +36%
ETIA
1379
Epic Trust Investment Advisors
Washington
$347K +$97 +1 +0%
GWSG
1380
GPS Wealth Strategies Group
Colorado
$346K +$295K +3,044 +583%
MGW
1381
MB Generational Wealth
Washington
$345K +$345K +3,556 New
HGERS
1382
Householder Group Estate & Retirement Specialist
Arizona
$344K -$6.88K -71 -2%
PP
1383
PrairieView Partners
Minnesota
$344K +$30K +310 +10%
SL
1384
SWMG LLC
Texas
$344K +$16.3K +168 +5%
CF
1385
Copperwynd Financial
Arizona
$343K +$88.4K +892 +35%
TW
1386
TrinityPoint Wealth
Connecticut
$342K +$32.3K +333 +10%
GFA
1387
Gallagher Fiduciary Advisors
Illinois
$341K -$29.5M -303,781 -99%
HCP
1388
Hardin Capital Partners
South Carolina
$340K +$340K +3,503 New
GCM
1389
Gables Capital Management
Florida
$340K -$97.1K -1,000 -22%
NSIM
1390
North Star Investment Management
Illinois
$339K +$2.23K +23 +0.7%
EAM
1391
Evanson Asset Management
California
$338K +$3.01K +31 +0.9%
SDWMA
1392
Schneider Downs Wealth Management Advisors
Pennsylvania
$336K -$54.1K -557 -14%
PIFP
1393
Partners in Financial Planning
Virginia
$334K – – –
BFA
1394
Beacon Financial Advisory
Ohio
$333K +$333K +3,431 New
HCP
1395
Hexagon Capital Partners
Arkansas
$332K +$97 +1 +0%
UWM
1396
USAdvisors Wealth Management
Minnesota
$331K -$19.3K -199 -6%
PWS
1397
Peterson Wealth Services
Utah
$330K -$98.6K -1,016 -23%
WW
1398
Westshore Wealth
California
$329K -$273K -2,817 -45%
WCWM
1399
Willow Creek Wealth Management
California
$328K – – –
PMA
1400
Prudent Man Advisors
Illinois
$326K – – –
54 55
56
57 58