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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 %
PWMG
1401
Private Wealth Management Group
New Jersey
$325K +$325K +3,347 New
SWP
1402
Semus Wealth Partners
Florida
$324K -$7.47K -77 -2%
LWM
1403
Lakeridge Wealth Management
Ohio
$322K +$322K +3,320 New
ACS
1404
Archford Capital Strategies
Illinois
$321K – – –
RFP
1405
Root Financial Partners
California
$321K +$321K +3,304 New
SSW
1406
Stone Summit Wealth
Florida
$320K – – –
AT
1407
Arden Trust
Delaware
$320K -$19.7K -203 -6%
WBC
1408
West Branch Capital
Massachusetts
$320K – – –
TA
1409
TrueWealth Advisors
Alabama
$319K +$32.4K +334 +11%
TPA
1410
Trivium Point Advisory
Connecticut
$319K +$319K +3,283 New
GWM
1411
GDS Wealth Management
Texas
$318K -$119K -1,231 -27%
UBG
1412
United Bank (Georgia)
Georgia
$317K -$10.4K -107 -3%
SCM
1413
Stordahl Capital Management
Colorado
$317K +$12.1K +125 +4%
MC
1414
Middleton & Co
Massachusetts
$315K -$89.3K -920 -22%
CMP
1415
Courage Miller Partners
Virginia
$313K -$4.37K -45 -1%
LWM
1416
Lyell Wealth Management
California
$313K – – –
WN
1417
Williams & Novak
California
$309K +$309K +3,185 New
EGWAG
1418
Elwood & Goetz Wealth Advisory Group
Georgia
$309K -$18.4M -189,487 -98%
TCM
1419
Twin Capital Management
Pennsylvania
$305K +$2.81K +29 +0.9%
NEPPG
1420
New England Professional Planning Group
Rhode Island
$305K – – –
BIM
1421
Bullseye Investment Management
Ohio
$305K +$305K +3,044 New
DWM
1422
Defined Wealth Management
Oregon
$305K +$9.51K +98 +3%
SAS
1423
Stelac Advisory Services
New York
$304K +$304K +3,136 New
SHJ
1424
Sharkey, Howes & Javer
Colorado
$303K -$27K -278 -8%
VCM
1425
Vivaldi Capital Management
Illinois
$302K – – –
55 56
57
58 59