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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$11.4B 117,027,398 +21,581,590 +23%
RJA
2
Raymond James & Associates
Florida
$6.67B 68,688,883 +2,640,524 +4%
Wells Fargo
3
Wells Fargo
California
$5.64B 58,059,223 -159,663 -0.3%
BlackRock
4
BlackRock
New York
$4.47B 46,034,485 +2,106,103 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.28B 44,077,554 +4,641,016 +12%
Bank of America
6
Bank of America
North Carolina
$4.04B 41,588,111 +487,675 +1%
US Bancorp
7
US Bancorp
Minnesota
$3.26B 33,543,687 +1,844,683 +6%
Goldman Sachs
8
Goldman Sachs
New York
$2.69B 27,716,999 +2,497,476 +10%
Morgan Stanley
9
Morgan Stanley
New York
$2.47B 25,452,987 -1,663,181 -6%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$1.86B 19,344,478 +1,704,132 +10%
Betterment LLC
11
Betterment LLC
New York
$1.79B 18,484,532 +860,447 +5%
Northern Trust
12
Northern Trust
Illinois
$1.54B 15,867,647 +1,241,931 +8%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$1.53B 15,739,844 -1,486,386 -9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.28B 13,218,480 +5,370,059 +68%
Creative Planning
15
Creative Planning
Kansas
$1.26B 12,959,116 +318,944 +3%
Charles Schwab
16
Charles Schwab
California
$1.18B 12,152,266 -637,519 -5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.14B 11,697,085 +1,276,096 +12%
AA
18
Acorns Advisers
California
$1.07B 11,044,228 +618,597 +6%
Ameriprise
19
Ameriprise
Minnesota
$993M 10,171,335 +111,445 +1%
WI
20
WealthNavi Inc
Japan
$935M 9,630,337 +158,210 +2%
FCBT
21
First Citizens Bank & Trust
North Carolina
$922M 9,502,101 +177,309 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$866M 8,916,290 +458,015 +5%
UBS Group
23
UBS Group
Switzerland
$842M 8,672,130 -723,014 -8%
TIAA Trust, National Association
24
TIAA Trust, National Association
North Carolina
$819M 8,422,128 -40,645 -0.5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$766M 7,892,467 +2,097,548 +36%
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