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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 %
BONH
1651
Bank of New Hampshire
New Hampshire
$54K 556 – –
MFT
1652
Moisand Fitzgerald Tamayo
Florida
$53.5K 551 -127 -19%
CJ
1653
Caitlin John
Michigan
$52.4K 540 – –
CLOS
1654
Compagnie Lombard Odier SCmA
Switzerland
$50.5K 520 +203 +64%
WTA
1655
Washington Trust Advisors
Massachusetts
$50.2K 517 -50 -9%
NFSG
1656
Newbridge Financial Services Group
Florida
$48.6K 500 -32 -6%
CWM
1657
CarsonAllaria Wealth Management
Illinois
$45.2K 465 +2 +0.4%
CSWM
1658
Cassady Schiller Wealth Management
Ohio
$42.8K 441 -1,144 -72%
DFA
1659
DHJJ Financial Advisors
Illinois
$41.7K 429 -452 -51%
OWA
1660
Opal Wealth Advisors
New York
$41.6K 429 -10,775 -96%
AWA
1661
Alaska Wealth Advisors
Alaska
$41.2K 424 -27 -6%
SC
1662
Steph & Co
Wisconsin
$41.1K 423 – –
CYG
1663
Clean Yield Group
Vermont
$39.4K 406 – –
TJHA
1664
Thomas J. Herzfeld Advisors
Florida
$37.2K 383 +383 New
KB
1665
Kimelman & Baird
New York
$36.4K 375 +375 New
BWP
1666
Baldwin Wealth Partners
Massachusetts
$34.3K 353 +28 +9%
RWM
1667
Ruedi Wealth Management
Illinois
$34K 350 +4 +1%
LI
1668
LRI Investments
Florida
$33.6K 346 +2 +0.6%
VWM
1669
Venturi Wealth Management
Texas
$30.6K 315 – –
JAM
1670
JCIC Asset Management
Ontario, Canada
$30.6K 315 – –
EWA
1671
Elevate Wealth Advisory
Georgia
$30.2K 311 -39 -11%
SA
1672
SRH Advisors
Kansas
$29.9K 308 – –
CNBTD
1673
Citizens National Bank Trust Department
Mississippi
$29.1K 300 – –
ACA
1674
Atlas Capital Advisors
Wyoming
$29.1K 300 – –
CIA
1675
Cape Investment Advisory
Georgia
$29K 299 -24 -7%
65 66
67
68 69