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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 %
DC
1776
Deere & Company
Illinois
– – -252,278 Closed
GCM
1777
Genus Capital Management
British Columbia, Canada
– – -186,700 Closed
CPW
1778
Crestmont Private Wealth
Texas
– – -143,166 Closed
GFG
1779
Greystone Financial Group
Michigan
– – -136,654 Closed
NL
1780
NWAM LLC
Washington
– – -99,463 Closed
DP
1781
Denver PWM
Colorado
– – -95,973 Closed
MAM
1782
Meeder Asset Management
Ohio
– – -54,524 Closed
SAW
1783
Signal Advisors Wealth
Michigan
– – -41,204 Closed
SHF
1784
Stage Harbor Financial
Massachusetts
– – -40,443 Closed
BWM
1785
BCS Wealth Management
Tennessee
– – -34,912 Closed
WWS
1786
Wellington Wealth Strategies
Indiana
– – -33,955 Closed
GWMIA
1787
Global Wealth Management Investment Advisory
Florida
– – -33,555 Closed
APCM
1788
Alaska Permanent Capital Management
Alaska
– – -23,632 Closed
H
1789
HoyleCohen
California
– – -21,455 Closed
MWM
1790
Meridian Wealth Management
Kentucky
– – -18,610 Closed
CAM
1791
Crestone Asset Management
Colorado
– – -18,138 Closed
HIC
1792
Hartline Investment Corp
Illinois
– – -12,285 Closed
EC
1793
Estate Counselors
Wisconsin
– – -10,045 Closed
CBFP
1794
Cedar Brook Financial Partners
Ohio
– – -9,196 Closed
EWM
1795
Evercore Wealth Management
New York
– – -8,842 Closed
AC
1796
Apella Capital
Connecticut
– – -8,740 Closed
PGF
1797
Plan Group Financial
Oklahoma
– – -8,636 Closed
JF
1798
Jump Financial
Illinois
– – -8,539 Closed
HFA
1799
Highland Financial Advisors
New Jersey
– – -8,296 Closed
SCA
1800
Stillwater Capital Advisors
Pennsylvania
– – -7,530 Closed
70 71
72
73 74