AGG icon

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 %
EDRH
1601
Edmond de Rothschild Holding
Switzerland
$110K +$6.31K +65 +6%
WCM
1602
Wunderlich Capital Managemnt
Tennessee
$110K – – –
BCV
1603
Banque Cantonale Vaudoise
Switzerland
$107K – – –
ITIM
1604
Indiana Trust & Investment Management
Indiana
$107K -$142K -1,464 -57%
SIS
1605
Strategic Investment Solutions
Illinois
$106K +$106K +1,056 New
RBC
1606
Roble Belko & Company
Pennsylvania
$103K +$681 +7 +0.7%
PCMC
1607
Planning Capital Management Corporation
Pennsylvania
$100K +$76.9K +792 +326%
HIIFS
1608
Harel Insurance Investments & Financial Services
Israel
$98K – – –
MFC
1609
Mechanics Financial Corp
Ohio
$97.1K – – –
TCOV
1610
Trust Company of Vermont
Vermont
$96K +$14.8K +152 +18%
WSC
1611
Wellington Shields & Co
New York
$94.9K – – –
OC
1612
Oakworth Capital
Alabama
$93.8K -$443K -4,566 -83%
ZC
1613
Zeit Capital
Colorado
$93.7K – – –
AIM
1614
Anchor Investment Management
South Carolina
$91.4K +$680 +7 +0.7%
CT
1615
Clearstead Trust
Maine
$90.7K – – –
PPWM
1616
PFG Private Wealth Management
Florida
$90.7K +$4.17K +43 +5%
NA
1617
Nordwand Advisors
Pennsylvania
$86.7K – – –
GWANC
1618
Guardian Wealth Advisors (North Carolina)
North Carolina
$84.5K – – –
WAS
1619
Winch Advisory Services
Wisconsin
$83.9K – – –
BHWM
1620
Beaird Harris Wealth Management
Texas
$81.4K -$1.84K -19 -2%
BIM
1621
Breakwater Investment Management
Washington
$81.2K – – –
BLC
1622
Brown, Lisle/Cummings
Rhode Island
$77.7K -$7.09K -73 -8%
YDMI
1623
Y.D. More Investments
Israel
$77.7K – – –
BFO
1624
Biltmore Family Office
North Carolina
$76K +$11.6K +120 +18%
MHR
1625
Matthew Hamilton Rosenberg
$75.7K -$320K -3,328 -81%
63 64
65
66 67