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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
$11.4B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.28B
3
SOMRS
State of Michigan Retirement System
Michigan
$498M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.28B
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$439M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$5.96M
2
SFA
Sequoia Financial Advisors
Ohio
$21.8M
3
Morgan Stanley
Morgan Stanley
New York
$2.47B
4
DCM
Disciplina Capital Management
Tennessee
$1.35K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOTS
1451
Trust Company of the South
North Carolina
$283K – – –
FWA
1452
FSM Wealth Advisors
Ohio
$283K -$26.5K -273 -9%
TYCC
1453
Texas Yale Capital Corp
Florida
$282K +$1.94K +20 +0.7%
B
1454
Bensler
Washington
$282K +$22.6K +233 +9%
AC
1455
Abbrea Capital
California
$281K -$123K -1,268 -30%
EHC
1456
Everett Harris & Co
California
$281K -$19.4K -200 -6%
AFA
1457
American Financial Advisors
Georgia
$280K +$1.85K +19 +0.7%
TFP
1458
Tilia Fiduciary Partners
North Carolina
$280K +$280K +2,885 New
MWA
1459
Midland Wealth Advisors
Illinois
$277K +$73.3K +755 +36%
IPW
1460
Impact Partnership Wealth
Georgia
$276K +$104K +1,069 +60%
BBA
1461
Braun-Bostich & Associates
Pennsylvania
$275K -$41.4K -427 -13%
FFA
1462
Founders Financial Alliance
North Carolina
$273K -$38.8K -400 -12%
BMC
1463
Benin Management Corp
Connecticut
$271K – – –
PFC
1464
Phocas Financial Corp
California
$271K +$271K +2,791 New
MFC
1465
Morris Financial Concepts
South Carolina
$268K +$79.1K +815 +42%
UB
1466
Umpqua Bank
Oregon
$268K -$126K -1,300 -32%
WPC
1467
Waters Parkerson & Co
Louisiana
$263K – – –
KCM
1468
Kanawha Capital Management
Virginia
$263K – – –
JFA
1469
JNBA Financial Advisors
Minnesota
$263K -$70.9K -730 -21%
SBIA
1470
Sheaff Brock Investment Advisors
Indiana
$261K – – –
SI
1471
Seeds Investor
New York
$259K +$259K +2,670 New
T
1472
TNF
Montana
$259K – – –
GWP
1473
Gateway Wealth Partners
Wisconsin
$258K -$13.9K -143 -5%
LA
1474
LPF Advisors
Florida
$258K +$258K +2,657 New
KPP
1475
Kings Path Partners
Texas
$257K +$257K +2,652 New
57 58
59
60 61