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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 %
CAL
1476
Capital Advisors Ltd
Ohio
$257K +$581 +6 +0.2%
SWM
1477
Segment Wealth Management
Texas
$256K +$9.71K +100 +4%
ARG
1478
Advisory Resource Group
Oklahoma
$255K +$7.96K +82 +3%
AFS
1479
AFG Fiduciary Services
Massachusetts
$255K +$9.8K +100 +4%
WCG
1480
Weaver Consulting Group
California
$254K +$2.23K +23 +0.9%
Fiera Capital (Canada)
1481
Fiera Capital (Canada)
Quebec, Canada
$254K +$7.47K +77 +3%
KV
1482
Kickstand Ventures
New York
$253K -$2.43K -25 -0.9%
Allianz Asset Management
1483
Allianz Asset Management
Germany
$252K -$223K -2,300 -47%
KC
1484
Knuff & Co
California
$252K – – –
CCM
1485
Chilton Capital Management
Texas
$251K +$247K +2,545 +6,060%
CC
1486
Cadinha & Co
Hawaii
$251K +$194 +2 +0.1%
NRC
1487
New Republic Capital
North Carolina
$251K +$157K +1,620 +169%
CCAL
1488
City Center Advisors LLC
Michigan
$249K – – –
1WM
1489
1900 Wealth Management
Texas
$249K -$69.7K -718 -22%
AR
1490
Apeiron RIA
Texas
$247K -$194 -2 -0.1%
KC
1491
Kingfisher Capital
North Carolina
$247K +$247K +2,548 New
CAM
1492
Concorde Asset Management
Michigan
$246K +$246K +2,536 New
WCP
1493
Wick Capital Partners
Pennsylvania
$245K +$245K +2,529 New
SCA
1494
Scott Capital Advisors
Oregon
$245K +$29.8K +306 +14%
CCP
1495
Carmel Capital Partners
California
$244K +$777 +8 +0.3%
HNW
1496
High Note Wealth
Minnesota
$244K +$26.9K +277 +12%
SPW
1497
Surience Private Wealth
Washington
$243K +$243K +2,504 New
LODC
1498
Lanham O'Dell & Company
West Virginia
$243K – – –
PIA
1499
Pinion Investment Advisors
Kansas
$242K -$37.9K -390 -14%
WDL
1500
Well Done LLC
Michigan
$242K -$220K -2,268 -48%
58 59
60
61 62