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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 %
CFA
1501
CWS Financial Advisors
Michigan
$241K +$29.2K +301 +14%
CWA
1502
Clearview Wealth Advisors
Oregon
$241K -$992K -10,223 -80%
WJWM
1503
Williams Jones Wealth Management
New York
$240K +$21.6K +222 +10%
Vanguard Group
1504
Vanguard Group
Pennsylvania
$240K -$5.63K -58 -2%
TWCA
1505
Two West Capital Advisors
Kansas
$239K +$239K +2,465 New
C1AG
1506
Client 1st Advisory Group
Florida
$238K – – –
SMG
1507
Smart Money Group
Texas
$238K +$238K +2,401 New
WG
1508
Watchman Group
Texas
$238K – – –
BO
1509
Bank OZK
Arkansas
$237K -$194K -1,999 -45%
SAM
1510
SignalPoint Asset Management
Missouri
$236K -$9.71K -100 -4%
WLIM
1511
White Lighthouse Investment Management
Massachusetts
$236K -$194 -2 -0.1%
LWA
1512
Lantern Wealth Advisors
New York
$235K +$1.94K +20 +0.8%
BWM
1513
Brickley Wealth Management
California
$235K +$1.07K +11 +0.5%
CTC
1514
Central Trust Company
Missouri
$233K -$4.37K -45 -2%
JGCM
1515
Joseph Group Capital Management
Ohio
$232K -$56K -577 -19%
LOPW
1516
Live Oak Private Wealth
North Carolina
$231K +$231K +2,381 New
HFA
1517
High Falls Advisors
New York
$230K -$19.8K -204 -8%
FSA
1518
Fort Sheridan Advisors
Illinois
$230K – – –
CWM
1519
Core Wealth Management
Florida
$229K +$229K +2,363 New
TCOT
1520
Trust Company of Toledo
Ohio
$228K – – –
VA
1521
Vident Advisory
Georgia
$227K +$227K +2,343 New
NIWA
1522
New Insight Wealth Advisors
California
$227K +$12.6K +130 +6%
SFG
1523
Sovereign Financial Group
Connecticut
$226K -$345K -3,557 -60%
EP
1524
Essential Planning
New Hampshire
$226K -$115K -1,186 -34%
BCMLT
1525
Beacon Capital Management LLC (Tennessee)
Tennessee
$225K -$8.54K -88 -4%
59 60
61
62 63