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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 %
AFAS
201
Acorn Financial Advisory Services
Virginia
$36.2M 373,048 +35,225 +10%
FBB
202
Fulton Breakefield Broenniman
Maryland
$36.1M 371,880 +5,278 +1%
TCM
203
Twele Capital Management
Minnesota
$36.1M 371,446 -5,427 -1%
VFPW
204
Vantage Financial Partners (Wisconsin)
Wisconsin
$35.7M 367,706 +22,904 +7%
JWM
205
Janiczek Wealth Management
Colorado
$35.5M 365,310 -5,773 -2%
TWA
206
Tandem Wealth Advisors
Arizona
$35.1M 361,800 +8,430 +2%
DFC
207
DB Fitzpatrick & Co
Idaho
$34.9M 359,523 +3,004 +0.8%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$34.8M 358,877 +94,533 +36%
WA
209
Wilshire Advisors
California
$34.4M 353,916 +1,650 +0.5%
BA
210
Bristlecone Advisors
Washington
$34.3M 353,018 -8,906 -2%
VAMG
211
Voisard Asset Management Group
Michigan
$34M 349,942 +8,619 +3%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$33.7M 347,040 +16,970 +5%
SWM
213
Spire Wealth Management
Virginia
$33.4M 345,090 -9,786 -3%
LFS
214
Legacy Financial Strategies
Kansas
$33.4M 343,558 +7,739 +2%
AWA
215
Archvest Wealth Advisors
California
$33.3M 345,807 +22,197 +7%
DWM
216
Dakota Wealth Management
Florida
$32.6M 336,232 -20,135 -6%
NMIMC
217
Northwestern Mutual Investment Management Company
Wisconsin
$32.5M 335,065 -16,915 -5%
TCM
218
Towercrest Capital Management
Pennsylvania
$32.5M 334,329 +28,652 +9%
CWP
219
Cyndeo Wealth Partners
Florida
$32.4M 333,576 +5,802 +2%
CM
220
Cornerstone Management
Georgia
$32.1M 330,849 -17,974 -5%
Citadel Advisors
221
Citadel Advisors
Florida
$31.9M 329,130 +232,412 +240%
P
222
&Partners
Tennessee
$31.8M 323,148 +253,426 +363%
CIP
223
Capital Insight Partners
Arizona
$31.6M 325,545 -32,812 -9%
BFA
224
Bright Financial Advisors
Michigan
$31.4M 323,953 +6,986 +2%
CIA
225
Concurrent Investment Advisors
Florida
$31.3M 322,439 +133,183 +70%
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