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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 %
RI
1576
Ridgewood Investments
New Jersey
$161K +$161K +1,658 New
FMTCOCP
1577
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$156K +$120K +1,242 +338%
CPA
1578
Cardiff Park Advisors
California
$156K +$1.17K +12 +0.8%
FF
1579
Friedenthal Financial
New Jersey
$155K – – –
KFI
1580
Key Financial Inc
Pennsylvania
$148K -$582 -6 -0.4%
PA
1581
PSI Advisors
Florida
$148K -$28.4K -293 -16%
CHA
1582
Carmichael Hill & Associates
Maryland
$148K -$12.3K -127 -8%
WOSD
1583
WFA of San Diego
California
$146K +$146K +1,501 New
CSC
1584
Caldwell Sutter Capital
California
$146K -$4.95K -51 -3%
TFA
1585
Toth Financial Advisory
Virginia
$136K -$10.2K -105 -7%
ETS
1586
ESL Trust Services
New York
$136K – – –
MFG
1587
Mendota Financial Group
Wisconsin
$135K – – –
CA
1588
Centerpoint Advisors
Massachusetts
$135K -$13K -134 -9%
VAG
1589
VisionPoint Advisory Group
Texas
$131K +$115K +1,181 +711%
TCWA
1590
Turtle Creek Wealth Advisors
Texas
$130K +$130K +1,338 New
AIC
1591
Archer Investment Corporation
Indiana
$128K +$97 +1 +0.1%
GC
1592
Gould Capital
Washington
$127K +$7.77K +80 +6%
RAM
1593
Riggs Asset Management
Pennsylvania
$127K -$778K -8,016 -86%
GJIA
1594
Glass Jacobson Investment Advisors
Maryland
$126K – – –
RDFA
1595
Ritter Daniher Financial Advisory
Ohio
$125K +$1.46K +15 +1%
AFS
1596
Annapolis Financial Services
Maryland
$124K – – –
PP
1597
Pacifica Partners
Canada
$121K +$29.1K +300 +32%
RCM
1598
Rain Capital Management
Oregon
$118K +$579 +6 +0.5%
BCA
1599
Bray Capital Advisors
Florida
$116K – – –
CPG
1600
Cornerstone Planning Group
New Jersey
$111K +$7.22K +72 +7%
62 63
64
65 66