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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 %
LIA
1676
Lynx Investment Advisory
District of Columbia
$28.5K 293 +293 New
AWM
1677
Activest Wealth Management
Florida
$26.9K 277 +1 +0.4%
WAG
1678
Wiser Advisor Group
Arizona
$26.6K 274 +274 New
ADL
1679
Asset Dedication LLC
California
$25.1K 259 +2 +0.8%
HWP
1680
Highline Wealth Partners
California
$24.9K 256 -770 -75%
OLVIG
1681
Oliver Lagore Vanvalin Investment Group
Michigan
$24.8K 255 +158 +163%
BCPWM
1682
Bradley & Co Private Wealth Management
Florida
$24.7K 254 – –
GFPC
1683
Global Financial Private Client
Florida
$24K 247 – –
CWP
1684
Concord Wealth Partners
Virginia
$23.6K 243 +2 +0.8%
MFA
1685
Morling Financial Advisors
California
$23.6K 243 -6 -2%
PIS
1686
POM Investment Strategies
North Carolina
$23.1K 238 +238 New
AWM
1687
AllSquare Wealth Management
New York
$22.8K 235 – –
SVCP
1688
Silicon Valley Capital Partners
California
$22.7K 234 +3 +1%
C
1689
Covestor
United Kingdom
$22K 223 +114 +105%
HNB
1690
Hilltop National Bank
Wyoming
$21.4K 220 – –
SIC
1691
SJS Investment Consulting
Ohio
$20.5K 211 – –
FPF
1692
First Pacific Financial
Washington
$19.8K 204 -71 -26%
FCMT
1693
Founders Capital Management (Texas)
Texas
$19.4K 200 – –
MSG
1694
Main Street Group
Virginia
$19.3K 200 – –
FCG
1695
Financial Connections Group
California
$19K 200 +200 New
TSMHT
1696
Thurston Springer Miller Herd & Titak
Indiana
$18.9K 195 -4,127 -95%
ACM
1697
Anfield Capital Management
California
$18K 185 +175 +1,750%
LWANC
1698
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.7K 182 – –
FP
1699
Financial Perspectives
Minnesota
$17.5K 180 -134 -43%
TLA
1700
Tanglewood Legacy Advisors
Texas
$16.9K 174 -44 -20%
66 67
68
69 70