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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 %
AC
1801
Annandale Capital
Texas
– – -6,841 Closed
CSIA
1802
Charles Schwab Investment Advisory
California
– – -5,964 Closed
EFG
1803
Ehrlich Financial Group
California
– – -5,892 Closed
OWM
1804
OneAscent Wealth Management
Alabama
– – -5,864 Closed
CA
1805
CoreCap Advisors
Michigan
– – -5,704 Closed
HA
1806
HC Advisors
Georgia
– – -5,704 Closed
SCG
1807
Sonata Capital Group
Washington
– – -5,321 Closed
AWC
1808
Abundance Wealth Counselors
Pennsylvania
– – -5,048 Closed
Verition Fund Management
1809
Verition Fund Management
Connecticut
– – -5,000 Closed
TFG
1810
Tilson Financial Group
New Jersey
– – -4,664 Closed
AM
1811
AGF Management
Ontario, Canada
– – -4,400 Closed
CWA
1812
Centennial Wealth Advisory
Michigan
– – -4,290 Closed
Tudor Investment Corp
1813
Tudor Investment Corp
Connecticut
– – -4,205 Closed
OFS
1814
OneAscent Financial Services
Alabama
– – -4,032 Closed
AT
1815
American Trust
Kentucky
– – -3,926 Closed
WA
1816
Wealthstar Advisors
Texas
– – -3,832 Closed
EWM
1817
Executive Wealth Management
Michigan
– – -3,821 Closed
MM
1818
Meridian Management
Arkansas
– – -3,708 Closed
CB
1819
Cadence Bank
Mississippi
– – -3,657 Closed
CWM
1820
CCG Wealth Management
California
– – -3,501 Closed
PWM
1821
Pacific Wealth Management
California
– – -3,326 Closed
Wealthfront Advisers
1822
Wealthfront Advisers
California
– – -3,166 Closed
KFGK
1823
Keystone Financial Group (Kentucky)
Kentucky
– – -3,114 Closed
CPCM
1824
Cardinal Point Capital Management
Ontario, Canada
– – -3,065 Closed
TWG
1825
The Wealth Group
Minnesota
– – -3,036 Closed
71 72
73
74 75