AGG icon

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 %
GIA
1751
GHP Investment Advisors
Colorado
$2.43K 25 – –
GWS
1752
Glassman Wealth Services
Virginia
$2.23K 23 -151 -87%
FUBT
1753
First United Bank & Trust
Maryland
$1.94K 20 – –
PWMG
1754
Prestige Wealth Management Group
New Jersey
$1.36K 14 – –
DCM
1755
Disciplina Capital Management
Tennessee
$1.35K 15 -1,745,537 -100%
ACA
1756
American Capital Advisory
Idaho
$1.29K 13 -298 -96%
SWM
1757
Sugarloaf Wealth Management
Georgia
$1.14K 12 – –
TIM
1758
Tortoise Investment Management
New York
$977 10 -303 -97%
IFAM
1759
Institutional & Family Asset Management
Colorado
$915 9 – –
MWM
1760
MGB Wealth Management
Texas
$820 8 – –
AWM
1761
Atticus Wealth Management
Florida
$680 7 – –
RCM
1762
Raleigh Capital Management
North Carolina
$679 7 – –
LB
1763
Legacy Bridge
Iowa
$486 5 – –
FHC
1764
First Heartland Consultants
Missouri
$310 3,188 -85 -3%
BBHC
1765
Brown Brothers Harriman & Co
New York
$291 3 -4,768 -100%
IHWM
1766
Iron Horse Wealth Management
Iowa
$245 3 – –
1IA
1767
1620 Investment Advisors
Massachusetts
$194 2 +2 New
BGAI
1768
Bruce G. Allen Investments
Colorado
$97 1 +1 New
WWM
1769
Wagner Wealth Management
South Carolina
$97 1 +1 New
HI
1770
Hoey Investments
Pennsylvania
$74 1 – –
GLR
1771
Great Lakes Retirement
Ohio
– – – –
CWM
1772
Campbell Wealth Management
Virginia
– – -1,221,368 Closed
Macquarie Group
1773
Macquarie Group
Australia
– – -529,088 Closed
LNC
1774
Lincoln National Corp
Pennsylvania
– – -295,485 Closed
SPP
1775
Single Point Partners
Massachusetts
– – -283,080 Closed
69 70
71
72 73