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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 %
BFG
301
Bouchey Financial Group
New York
$20.6M 208,038 -65,433 -24%
VCM
302
Verger Capital Management
North Carolina
$20.6M 207,811 +57,932 +39%
SWP
303
Summit Wealth Partners
Florida
$20.6M 207,129 -20,170 -9%
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$20.5M 206,294 -78,811 -28%
SWA
305
Stratos Wealth Advisors
Ohio
$20.4M 205,792 +5,800 +3%
HCM
306
Hudson Capital Management
New Jersey
$20.3M 204,560 +32,629 +19%
BBVA
307
Banco Bilbao Vizcaya Argentaria
Spain
$20.3M 204,207 +94,881 +87%
SWP
308
Stratos Wealth Partners
Ohio
$20M 201,677 +107,959 +115%
EFM
309
Eley Financial Management
Vermont
$20M 201,313 +128,593 +177%
CC
310
Cultivar Capital
Texas
$19.9M 200,322 +200,322 New
BC
311
Bowman & Company
Wisconsin
$19.7M 198,466 +1,945 +1%
VA
312
Valmark Advisers
Ohio
$19.7M 198,114 +5,996 +3%
SFG
313
Snider Financial Group
Washington
$19.6M 197,196 -19,115 -9%
BCG
314
BayBridge Capital Group
California
$19.4M 195,519 +195,519 New
TGAM
315
TBH Global Asset Management
Tennessee
$19.2M 193,853 -104,451 -35%
MW
316
MBL Wealth
North Carolina
$19.1M 192,899 +20,651 +12%
ASN
317
Advisory Services Network
Georgia
$19.1M 192,884 +21,872 +13%
WANY
318
Wealthspire Advisors (New York)
New York
$19M 191,761 -30,199 -14%
ST
319
Smithfield Trust
Pennsylvania
$19M 191,575 +93,782 +96%
VAS
320
Vestmark Advisory Solutions
Massachusetts
$18.9M 190,420 -61,116 -24%
CWP
321
Corepath Wealth Partners
Arizona
$18.9M 192,399 +511 +0.3%
RPG
322
Resource Planning Group
Georgia
$18.9M 190,298 +56,556 +42%
CCA
323
Cobblestone Capital Advisors
New York
$18.7M 188,812 +164,290 +670%
SCM
324
Sheridan Capital Management
California
$18.6M 187,514 +187,514 New
BWCS
325
Beirne Wealth Consulting Services
Connecticut
$18.6M 187,171 +75,969 +68%
11 12
13
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