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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.

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
1
Jones Financial Companies
Missouri
$11.4B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.28B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$498M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.28B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$439M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$5.96M
2
SFA
2
Sequoia Financial Advisors
Ohio
$21.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.47B
4
DCM
4
Disciplina Capital Management
Tennessee
$1.35K
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$1.53B
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
126
Brave Asset Management
New Jersey
$65.9M 678,650 +13,109 +2%
EA
127
Efficient Advisors
Ohio
$64M 659,300 -46,239 -7%
MWP
128
Meridian Wealth Partners
Pennsylvania
$63.8M 657,307 +50,628 +8%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$63.6M 654,755 -45,768 -7%
PFA
130
Professional Financial Advisors
Nebraska
$63.2M 650,598 +5,823 +0.9%
NRI
131
NFP Retirement Inc
California
$63.2M 650,557 +24,056 +4%
OPS
132
Orion Portfolio Solutions
Nebraska
$62.8M 646,790 -35,143 -5%
BCI
133
Brinker Capital Investments
Pennsylvania
$62.8M 646,790 -35,143 -5%
GKWIM
134
Gerber Kawasaki Wealth & Investment Management
California
$62M 638,540 +602,849 +1,689%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$60.3M 621,493 -62,747 -9%
PA
136
Parallel Advisors
California
$59.4M 611,897 +4,140 +0.7%
Comerica Bank
137
Comerica Bank
Texas
$59.4M 611,481 +6,698 +1%
FCAM
138
First Citizens Asset Management
North Carolina
$58.4M 601,763 -89,752 -13%
SHGA
139
Sand Hill Global Advisors
California
$58M 597,537 -32,525 -5%
FCH
140
Freestone Capital Holdings
Washington
$57.3M 590,222 +29,756 +5%
FMC
141
First Merchants Corp
Indiana
$56.8M 584,828 +1,311 +0.2%
RJT
142
Raymond James Trust
Florida
$56.7M 584,227 +29,856 +5%
ZB
143
Zions Bancorporation
Utah
$55.4M 570,570 -28,892 -5%
PP
144
PDS Planning
Ohio
$54.9M 565,330 +39,403 +7%
JWA
145
JFS Wealth Advisors
Pennsylvania
$54.8M 564,936 +8,836 +2%
PWA
146
Provenance Wealth Advisors
Florida
$52.9M 545,233 +10,336 +2%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$52.8M 543,770 +53,876 +11%
AF
148
Affiance Financial
Minnesota
$52.5M 540,643 +17,978 +3%
BHWM
149
Bar Harbor Wealth Management
New Hampshire
$52.2M 537,895 +14,489 +3%
BBA
150
BLB&B Advisors
Pennsylvania
$52.2M 537,816 +28,739 +6%
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