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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 %
AP
1851
Appleton Partners
Massachusetts
– – -2,070 Closed
VPIM
1852
Vanguard Personalized Indexing Management
California
– – -2,061 Closed
YWM
1853
Yoder Wealth Management
California
– – -2,052 Closed
VDI
1854
Vaughan David Investments
Illinois
– – -2,050 Closed
FSWA
1855
Financial Synergies Wealth Advisors
Texas
– – -1,783 Closed
NJIM
1856
Nabity-Jensen Investment Management
Nebraska
– – -1,338 Closed
NIC
1857
Northwest Investment Counselors
Oregon
– – -1,224 Closed
LWCFA
1858
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -1,172 Closed
First Manhattan
1859
First Manhattan
New York
– – -1,162 Closed
AC
1860
Arjuna Capital
North Carolina
– – -946 Closed
GFL
1861
Granite FO LLC
New Hampshire
– – -881 Closed
FIM
1862
Fernwood Investment Management
Massachusetts
– – -811 Closed
VanEck Associates
1863
VanEck Associates
New York
– – -684 Closed
CTC
1864
Cetera Trust Company
Minnesota
– – -600 Closed
PCG
1865
PFC Capital Group
California
– – -467 Closed
TVWM
1866
Tower View Wealth Management
Wisconsin
– – -311 Closed
FCT
1867
First Community Trust
Iowa
– – -260 Closed
APC
1868
Aspire Private Capital
North Carolina
– – -160 Closed
DF
1869
DecisionPoint Financial
Arizona
– – -138 Closed
MAWCM
1870
Mine & Arao Wealth Creation & Management
California
– – -127 Closed
JFG
1871
JDM Financial Group
Texas
– – -112 Closed
NCTC
1872
New Covenant Trust Company
Indiana
– – -111 Closed
WCAMG
1873
Woodard & Company Asset Management Group
North Carolina
– – -91 Closed
VL
1874
Vima LLC
Michigan
– – -70 Closed
SN
1875
Sittner & Nelson
Oregon
– – -67 Closed
72 73 74
75
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