AGG icon

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 %
QS
1426
Quantitative Strategies
California
$300K +$41.7K +430 +16%
LA
1427
LexAurum Advisors
Kansas
$299K -$76.6K -789 -20%
LF
1428
Lee Financial
Texas
$298K -$19.8K -204 -6%
SC
1429
Stephenson & Company
California
$298K – – –
PIM
1430
Penobscot Investment Management
Massachusetts
$298K +$194 +2 +0.1%
FDCDDQ
1431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K +$76.5K +788 +35%
DSA
1432
Droms Strauss Advisors
Missouri
$297K +$7.66K +79 +3%
GEA
1433
Glen Eagle Advisors
New Jersey
$297K -$31.2K -321 -10%
AGC
1434
Aspen Grove Capital
Colorado
$296K – – –
DAM
1435
Delta Asset Management
Tennessee
$296K -$9.71K -100 -3%
NWM
1436
Northwest Wealth Management
Iowa
$295K -$74.1K -763 -20%
FWP
1437
Falcon Wealth Planning
California
$294K +$194 +2 +0.1%
IFO
1438
Independent Family Office
New York
$294K – – –
CWA
1439
Continuum Wealth Advisors
New York
$292K -$13.4M -138,556 -98%
HNWA
1440
Henrickson Nauta Wealth Advisors
Michigan
$290K -$33.2K -342 -10%
HFS
1441
Hoge Financial Services
Pennsylvania
$289K +$2.62K +27 +0.9%
MAM
1442
Milestone Asset Management
Pennsylvania
$287K -$45.5K -469 -14%
JIC
1443
Joel Isaacson & Co
New York
$286K +$2.62K +27 +0.9%
ZIG
1444
Zullo Investment Group
Pennsylvania
$286K -$16.3K -168 -5%
NAS
1445
Nicolet Advisory Services
Wisconsin
$286K -$1.66K -17 -0.6%
S
1446
Sachetta
Massachusetts
$285K +$33.1K +336 +13%
GWM
1447
Gray Wealth Management
Maine
$285K – – –
AC
1448
Avestar Capital
New York
$284K – – –
HWM
1449
HFG Wealth Management
Texas
$284K +$284K +2,921 New
GWAG
1450
Garrett Wealth Advisory Group
Texas
$284K +$284K +2,921 New
56 57
58
59 60