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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
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 Holding Trade Value Shares
Change 		Shares
Change %
PPC
1551
Park Place Capital
Alabama
$212K -$85.6K -882 -29%
PPW
1552
Parcion Private Wealth
Washington
$212K +$679 +7 +0.3%
AWG
1553
Altus Wealth Group
Colorado
$210K -$413K -4,255 -66%
HA
1554
Herold Advisors
New York
$210K +$1.85K +19 +0.9%
CCA
1555
Cadent Capital Advisors
Oklahoma
$206K +$206K +2,127 New
CP
1556
Canopy Partners
Ohio
$206K -$15.4K -159 -7%
BSB
1557
Bangor Savings Bank
Maine
$206K +$81.1K +835 +65%
TWM
1558
Tanglewood Wealth Management
Texas
$205K – – –
SIM
1559
Stratos Investment Management
Ohio
$204K -$230K -2,364 -53%
DWP
1560
Destiny Wealth Partners
Florida
$204K – – –
BCM
1561
Boltwood Capital Management
California
$204K -$529K -5,450 -72%
Loomis, Sayles & Company
1562
Loomis, Sayles & Company
Massachusetts
$202K -$921K -9,485 -82%
FFA
1563
Florida Financial Advisors
Florida
$201K +$201K +2,066 New
WEG
1564
World Equity Group
Illinois
$200K -$219K -2,257 -52%
WSCM
1565
Wellington Shields Capital Management
New York
$194K – – –
MTIC
1566
Missouri Trust & Investment Company
Missouri
$194K +$48.7K +502 +34%
HBT
1567
Hills Bank & Trust
Iowa
$191K -$388 -4 -0.2%
VWM
1568
Valley Wealth Managers
New Jersey
$185K -$2.98M -30,715 -94%
IBOK
1569
Independence Bank of Kentucky
Kentucky
$184K +$65.3K +673 +55%
CB
1570
CNB Bank
Pennsylvania
$178K – – –
AEPWM
1571
Atlantic Edge Private Wealth Management
Florida
$173K -$96.9K -998 -36%
HBW
1572
Hazlett, Burt & Watson
West Virginia
$170K -$3.59K -37 -2%
VF
1573
VitalStone Financial
Texas
$170K +$113K +1,168 +201%
MPCG
1574
Matrix Private Capital Group
New York
$169K – – –
DSC
1575
Duncker Streett & Co
Missouri
$161K – – –
61 62
63
64 65