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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 %
EAM
1701
Eukles Asset Management
Ohio
$16.6K – – –
IWP
1702
IAG Wealth Partners
Wisconsin
$16.6K +$777 +8 +5%
TWP
1703
Triad Wealth Partners
Kansas
$16.3K +$16.3K +168 New
RS
1704
Rakuten Securities
Japan
$15.6K +$8.93K +92 +133%
POIA
1705
Pin Oak Investment Advisors
Texas
$15K – – –
BC
1706
Barrett & Company
Rhode Island
$14.9K – – –
ME
1707
McIlrath & Eck
Washington
$14.6K – – –
HGA
1708
Hobbs Group Advisors
South Carolina
$14.1K +$14.1K +145 New
LWA
1709
Lowe Wealth Advisors
Maryland
$13.8K – – –
TCPG
1710
Trivant Custom Portfolio Group
California
$12.8K -$194 -2 -1%
MIM
1711
Macroview Investment Management
Maryland
$11.7K – – –
RCM
1712
Richardson Capital Management
Wisconsin
$11.6K +$11.6K +119 New
VWWMG
1713
Vermillion & White Wealth Management Group
Pennsylvania
$11.4K – – –
IRC
1714
Investors Research Corp
Georgia
$11.2K -$3.4K -35 -23%
EL
1715
EMFO LLC
Florida
$11.1K – – –
PA
1716
Pineridge Advisors
Missouri
$11.1K +$3.2K +33 +41%
FPB
1717
First PREMIER Bank
South Dakota
$10K – – –
AI
1718
Arvest Investments
Arkansas
$9.8K – – –
CAM
1719
Clarity Asset Management
Iowa
$9.77K +$97 +1 +1%
SOW
1720
State of Wyoming
Wyoming
$9.71K – – –
PAI
1721
Pittenger & Anderson Inc
Nebraska
$8.93K – – –
NMM
1722
Naples Money Management
Florida
$8.37K +$8.37K +87 New
Barclays
1723
Barclays
United Kingdom
$8K -$12.8M -129,500 -100%
NRG
1724
Nemes Rush Group
Michigan
$7.77K -$582 -6 -7%
SL
1725
Salomon & Ludwin
Virginia
$7.67K – – –
67 68
69
70 71