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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 %
TA
276
Tectonic Advisors
Texas
$23.6M 237,432 +3,386 +1%
AFAS
277
Acorn Financial Advisory Services
Virginia
$23.3M 234,407 +59,435 +34%
GGS
278
Galvin Gaustad & Stein
Arizona
$23.2M 234,077 -563 -0.2%
DIP
279
DT Investment Partners
Pennsylvania
$23.2M 234,771 +207,069 +747%
PA
280
Parkside Advisors
California
$23.1M 233,031 +20,639 +10%
GFG
281
Greystone Financial Group
Michigan
$23.1M 232,901 -36,333 -13%
NRI
282
NFP Retirement Inc
California
$22.9M 230,601 +26,487 +13%
TI
283
Tidal Investments
Wisconsin
$22.9M 230,449 +96,098 +72%
GVAG
284
Great Valley Advisor Group
Delaware
$22.8M 229,867 -1,562 -0.7%
FBT
285
First Bank & Trust
South Dakota
$22.6M 228,156 +11,906 +6%
SFA
286
Souders Financial Advisors
Ohio
$22.3M 224,428 +132,241 +143%
EPM
287
Elm Partners Management
Pennsylvania
$22.3M 224,402 +189,191 +537%
LNC
288
Lincoln National Corp
Pennsylvania
$22.2M 223,709 +72,071 +48%
AAS
289
Annex Advisory Services
Wisconsin
$22.2M 223,326 +207,519 +1,313%
BFG
290
Berger Financial Group
Minnesota
$22.1M 222,419 +13,594 +7%
MAM
291
Madison Asset Management
Wisconsin
$22M 221,718 -11,947 -5%
OBWG
292
Onyx Bridge Wealth Group
New York
$22M 221,173 +112,784 +104%
TW
293
Transform Wealth
Colorado
$21.9M 220,403 +7,312 +3%
PWM
294
Perigon Wealth Management
California
$21.5M 216,976 +5,229 +2%
FHC
295
Fort Henry Capital
West Virginia
$21.3M 214,367 +6,502 +3%
HWA
296
Heartwood Wealth Advisors
Virginia
$21.3M 214,284 +113 +0.1%
QFA
297
Quattro Financial Advisors
Texas
$21.1M 99 -218,801 -100%
MTC
298
Matrix Trust Company
Colorado
$21M 211,756 -3,688 -2%
LFS
299
Lutz Financial Services
Nebraska
$20.7M 208,655 +41,681 +25%
CBT
300
Central Bank & Trust
Kentucky
$20.7M 208,403 -15,752 -7%
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