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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.75%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.54B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
3
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
4
Prudential Financial
New Jersey
$738M
5
PEGL
5
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
2
Charles Schwab
California
$1.41B
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
4
Fiducient Advisors
Illinois
$4.99M
5
SAG
5
SageView Advisory Group
California
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
BSSFA
251
Baron Silver Stevens Financial Advisors
Florida
$27.6M 278,068 +3,766 +1%
SC
252
Scotia Capital
Ontario, Canada
$27.6M 277,794 +1,192 +0.4%
AWM
253
Abound Wealth Management
Tennessee
$27.5M 277,309 +56,295 +25%
KAS
254
Kestra Advisory Services
Texas
$27.1M 273,267 +79,287 +41%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$27.1M 272,742 +81,736 +43%
SPP
256
Single Point Partners
Massachusetts
$26.9M 270,540 +13,358 +5%
Lazard Asset Management
257
Lazard Asset Management
New York
– – – –
SEIA
258
Signature Estate & Investment Advisors
California
$26.3M 264,606 +245,661 +1,297%
HW
259
Hancock Whitney
Mississippi
$26.3M 264,559 +58,267 +28%
FPCP
260
Fort Point Capital Partners
California
$26.2M 264,030 -136,097 -34%
LWM
261
Ledge Wealth Management
Minnesota
$26.1M 263,211 +103,338 +65%
DWA
262
Divergent Wealth Advisors
Utah
$26.1M 263,036 -1,845 -0.7%
RFC
263
Regions Financial Corp
Alabama
$26.1M 262,965 +38,071 +17%
ASW
264
Astoria Strategic Wealth
Texas
$26M 262,340 +8,908 +4%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$25.8M 260,345 +62,034 +31%
FSC
266
Full Sail Capital
Oklahoma
$25M 252,371 +17,039 +7%
FD
267
Financial Designs
California
$24.9M 251,255 +246,366 +5,039%
SWM
268
Shakespeare Wealth Management
Wisconsin
$24.5M 246,667 +2,591 +1%
PP
269
Passaic Partners
New Jersey
$24.4M 245,931 -2,809 -1%
HI
270
Hudock Inc
Pennsylvania
$24.3M 245,307 +2,142 +0.9%
EBT
271
Enterprise Bank & Trust
Massachusetts
$24.3M 244,501 +1,943 +0.8%
TWA
272
TCI Wealth Advisors
Arizona
$24.2M 243,571 +182,507 +299%
CFGS
273
Concourse Financial Group Securities
Alabama
$23.9M 241,114 -13,870 -5%
GA
274
Geller Advisors
New York
$23.9M 240,726 +6,562 +3%
Financial Engines Advisors
275
Financial Engines Advisors
California
$23.9M 240,646 +88,529 +58%
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