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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 %
TI
1826
tru Independence
Oregon
– – -2,927 Closed
AGP
1827
Autumn Glory Partners
Texas
– – -2,903 Closed
GA
1828
Gordian Advisors
Arizona
– – -2,839 Closed
BAM
1829
BOS Asset Management
Illinois
– – -2,783 Closed
FA
1830
Fiduciary Alliance
South Carolina
– – -2,639 Closed
PWA
1831
Pillar Wealth Advisors
Pennsylvania
– – -2,593 Closed
KWM
1832
Kaydan Wealth Management
Michigan
– – -2,559 Closed
LSIA
1833
LaSalle St. Investment Advisors
Illinois
– – -2,508 Closed
JWM
1834
Jessup Wealth Management
Ohio
– – -2,499 Closed
OCFG
1835
O'Connor Financial Group
Illinois
– – -2,492 Closed
CWS
1836
Confluence Wealth Services
Pennsylvania
– – -2,463 Closed
BA
1837
Brightwater Advisory
Florida
– – -2,400 Closed
DWM
1838
Darwin Wealth Management
Florida
– – -2,320 Closed
GRA
1839
Golden Road Advisors
Florida
– – -2,300 Closed
FWM
1840
Focused Wealth Management
New York
– – -2,299 Closed
LMKC
1841
L.M. Kohn & Company
Ohio
– – -2,203 Closed
PVI
1842
Pine Valley Investments
New Jersey
– – -2,199 Closed
AMIM
1843
Aull & Monroe Investment Management
Alabama
– – -2,175 Closed
CCM
1844
Colorado Capital Management
Colorado
– – -2,152 Closed
OBWP
1845
O'Brien Wealth Partners
Massachusetts
– – -2,133 Closed
SWMP
1846
Signature Wealth Management Partners
New Jersey
– – -2,122 Closed
HSG
1847
Helen Stephens Group
Texas
– – -2,118 Closed
CVA
1848
Central Valley Advisors
California
– – -2,098 Closed
FCM
1849
Family Capital Management
Michigan
– – -2,090 Closed
MI
1850
Moneywise Inc
Virginia
– – -2,089 Closed
72 73
74
75 76