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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 %
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$52.1M 536,934 -17,600 -3%
M&T Bank
152
M&T Bank
New York
$51.5M 530,343 -168,512 -24%
CWG
153
Cornerstone Wealth Group
North Carolina
$51.3M 528,052 -264,910 -33%
EPM
154
Elm Partners Management
Pennsylvania
$51.1M 526,684 +317,827 +152%
SHWM
155
Smith & Howard Wealth Management
Georgia
$51.1M 526,282 +20,994 +4%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$51M 525,658 -32,662 -6%
CFG
157
Compton Financial Group
Maryland
$50.5M 519,943 -87,371 -14%
CHP
158
Cable Hill Partners
Oregon
$50.2M 516,699 +27,562 +6%
AFC
159
Adaptive Financial Consulting
Ohio
$49.5M 510,376 +20,317 +4%
SGI
160
Summit Global Investments
Utah
$48.5M 499,251 +23,563 +5%
CFFP
161
Center for Financial Planning
Michigan
$48M 493,975 +67,863 +16%
KPWS
162
Kestra Private Wealth Services
Texas
$47.5M 488,900 +425 +0.1%
Victory Capital Management
163
Victory Capital Management
Texas
$47M 484,562 -104,675 -18%
FFN
164
Focus Financial Network
Minnesota
$47M 476,937 +17,130 +4%
LS
165
Liquid Strategies
Georgia
$46.7M 481,349 -19,770 -4%
PAG
166
Private Advisor Group
New Jersey
$46.7M 481,253 +52,350 +12%
BB
167
Bell Bank
North Dakota
$46.5M 479,371 +162,422 +51%
FHA
168
First Horizon Advisors
Tennessee
$46.2M 475,567 +1,736 +0.4%
AWS
169
Atria Wealth Solutions
New York
$46.1M 475,131 +21,111 +5%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$46.1M 474,610 +11,490 +2%
SB
171
Sunflower Bank
Texas
$46M 474,186 +51,540 +12%
EH
172
Equitable Holdings
New York
$45.5M 468,478 +86,719 +23%
PEGL
173
P/E Global LLC
Massachusetts
$45.2M 465,145 -52,381 -10%
FBFS
174
First Business Financial Services
Wisconsin
$44.9M 462,359 +1,660 +0.4%
PCG
175
Prosperity Consulting Group
Maryland
$44.8M 461,043 -116,957 -20%
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