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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 %
FWI
176
Facet Wealth Inc
Maryland
$43.7M 443,008 -55,450 -11%
NYLIM
177
New York Life Investment Management
New York
$43.6M 449,297 +17,932 +4%
MWM
178
MTC Wealth Management
Florida
$43.5M 448,533 -19,830 -4%
PAS
179
Park Avenue Securities
New York
$43.5M 448,013 -24,569 -5%
ANB
180
Amarillo National Bank
Texas
$42.4M 436,614 +53,348 +14%
TI
181
Tidal Investments
Wisconsin
$40.3M 414,965 +130,122 +46%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$40.3M 412,493 -8,984 -2%
CFB
183
Cullen/Frost Bankers
Texas
$40.2M 414,648 +26,856 +7%
AIP
184
Ameritas Investment Partners
Nebraska
$40M 412,402 +1,915 +0.5%
DWA
185
Divergent Wealth Advisors
Utah
$40M 411,818 +27,139 +7%
EPP
186
ETF Portfolio Partners
Kansas
$39.9M 411,491 +24,962 +6%
Boston Partners
187
Boston Partners
Massachusetts
– – – –
BC
188
Bricktown Capital
Michigan
$39.5M 406,910 – –
SA
189
Sanctuary Advisors
Indiana
$39.2M 411,204 +411,204 New
GP
190
Gridiron Partners
Pennsylvania
$39M 401,537 +3,046 +0.8%
PFM
191
Phillips Financial Management
Indiana
$38.8M 399,980 -19,836 -5%
MWM
192
Mascoma Wealth Management
New Hampshire
$38.6M 397,208 +18,224 +5%
OMC
193
Old Mission Capital
Illinois
$38.3M 394,413 +394,413 New
GWM
194
GoalFusion Wealth Management
Texas
$38.1M 393,005 +30,012 +8%
MAM
195
Marquette Asset Management
Minnesota
$38.1M 392,878 +9,355 +2%
KP
196
Keel Point
Alabama
$37.8M 377,555 +19,994 +6%
HCM
197
Howard Capital Management
Georgia
$37.2M 383,223 -1,802 -0.5%
VC
198
Vicus Capital
Pennsylvania
$37M 380,741 -24,257 -6%
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$36.4M 375,320 -214,525 -36%
GRP
200
Global Retirement Partners
California
$36.3M 374,362 +36,226 +11%
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