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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 %
IRAG
1726
Investment Research & Advisory Group
Georgia
$7.67K 79 – –
BOC
1727
Bull Oak Capital
California
$6.9K 71 +71 New
LFA
1728
LGT Financial Advisors
Texas
$6.8K 70 +3 +4%
SIM
1729
Studio Investment Management
Illinois
$6.41K 66 -591 -90%
TAM
1730
Townsend Asset Management
North Carolina
$6.12K 63 – –
OIA
1731
Optimum Investment Advisors
Illinois
$5.82K 60 – –
VCM
1732
Versant Capital Management
Arizona
$5.73K 59 – –
GWSA
1733
Global Wealth Strategies & Associates
Colorado
$5.44K 56 – –
VNA
1734
Valley National Advisers
Pennsylvania
$5K 59 -106 -64%
NEAM
1735
New England Asset Management
Connecticut
$4.85K 50 +50 New
GWP
1736
Gen-Wealth Partners
Michigan
$4.66K 48 – –
AP
1737
Atwood & Palmer
Missouri
$4.27K 44 +44 New
FIM
1738
FWL Investment Management
Texas
$4.08K 42 – –
CMP
1739
Coston McIsaac & Partners
Maine
$4K 45 – –
EWM
1740
EPG Wealth Management
Georgia
– – -38 Closed
RWMG
1741
Redwood Wealth Management Group
New Jersey
$3.2K 33 +33 New
IGWM
1742
ICA Group Wealth Management
Colorado
$3.01K 31 -848 -96%
DWS
1743
Dynamic Wealth Strategies
California
$3K 26 – –
SFA
1744
Semmax Financial Advisors
North Carolina
$2.98K 30 +1 +3%
BWAM
1745
Boyd Watterson Asset Management
Ohio
$2.91K 30 – –
DPW
1746
DiNuzzo Private Wealth
Pennsylvania
$2.82K 29 -6 -17%
SC
1747
Solstein Capital
California
$2.82K 29 – –
TCCM
1748
Timber Creek Capital Management
Massachusetts
$2.78K 28 +28 New
FRA
1749
Front Row Advisors
California
$2.62K 27 – –
DJSG
1750
D.J. St. Germain
Massachusetts
$2.43K 25 -47 -65%
68 69
70
71 72