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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SWC
1626
Spectrum Wealth Counsel
Indiana
$75.1K 774 +774 New
CHC
1627
City Holding Co
West Virginia
$73.5K 757 -151 -17%
CWM
1628
Cranbrook Wealth Management
Michigan
$72.4K 746 -22 -3%
WWP
1629
WR Wealth Planners
Missouri
$72.3K 745 -1,366 -65%
AGWCA
1630
Annis Gardner Whiting Capital Advisors
Florida
$70.1K 722 +46 +7%
VC
1631
Vestor Capital
Illinois
$69K 715 +70 +11%
TAM
1632
Tucker Asset Management
Colorado
$68.3K 704 -4,010 -85%
AFWM
1633
Abich Financial Wealth Management
Virginia
$66.8K 689 +689 New
CICI
1634
Capital Investment Counsel Inc
North Carolina
$66.8K 688 – –
KWAG
1635
Kiely Wealth Advisory Group
North Carolina
$65.8K 663 +663 New
PAG
1636
Paladin Advisory Group
Iowa
$64.4K 669 +122 +22%
DF
1637
Dunhill Financial
United Kingdom
$63.1K 650 +641 +7,122%
IC
1638
Innealta Capital
Texas
$62.8K 647 +647 New
KHC
1639
Koesten Hirschmann & Crabtree
Kansas
$62.8K 641 – –
HCA
1640
Heck Capital Advisors
Wisconsin
$62.3K 642 +6 +0.9%
EBA
1641
Eagle Bay Advisors
New York
$61.1K 629 – –
PFBT
1642
Parkside Financial Bank & Trust
Missouri
$60.6K 624 +3 +0.5%
LOIP
1643
Live Oak Investment Partners
Texas
– – – –
CWC
1644
Carolinas Wealth Consulting
North Carolina
$58.8K 607 -1,046 -63%
HIA
1645
Harbor Investment Advisory
Maryland
$58.7K 605 +213 +54%
PAIM
1646
Punch & Associates Investment Management
Minnesota
$58.7K 605 +305 +102%
WC
1647
Westwind Capital
New Mexico
$58K 22,093 +21,492 +3,576%
KFS
1648
Kelly Financial Services
Massachusetts
$57.5K 592 -133 -18%
GGI
1649
Godsey & Gibb Inc
Virginia
$56.5K 582 – –
FGAM
1650
Financial Gravity Asset Management
Texas
$54.7K 564 -720 -56%
64 65
66
67 68