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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
OIA
326
OneDigital Investment Advisors
Kansas
$18.4M +$13.1M +131,984 +248%
AIA
327
Arbor Investment Advisors
North Carolina
$18.3M +$8.36M +84,210 +84%
FIB
328
First Interstate Bank
Montana
$18.2M +$15.7M +158,004 +622%
CCT
329
Chemung Canal Trust
New York
$18.2M +$3.45M +34,792 +23%
IGAM
330
iA Global Asset Management
Quebec, Canada
$18.2M -$41.5M -418,327 -70%
VWA
331
Visionary Wealth Advisors
Illinois
$18.1M -$1.47M -14,836 -8%
AG
332
Ascent Group
Virginia
$17.9M +$133K +1,367 +0.8%
SCI
333
Silver Coast Investments
United States
$17.8M +$17.8M +179,672 New
RCAG
334
Rehmann Capital Advisory Group
Michigan
$17.7M +$16.4M +165,595 +1,327%
COI
335
Connable Office Inc
Michigan
$17.2M -$448K -4,509 -3%
TOTSC
336
Trustees of the Smith College
Massachusetts
$17M -$36.3M -366,124 -68%
MSFS
337
Main Street Financial Solutions
Pennsylvania
$16.8M -$243K -2,448 -1%
LL
338
LPWM LLC
Minnesota
$16.7M +$105K +1,068 +0.6%
NCM
339
New Capital Management
Texas
$16.7M +$10.9M +109,637 +188%
CAL
340
Capital Analysts LLC
Pennsylvania
$16.3M +$3.63M +36,535 +29%
FA
341
Fermata Advisors
California
$16.3M +$119K +1,197 +0.7%
PCA
342
Peddock Capital Advisors
Massachusetts
$16.2M +$164K +1,657 +1%
WT
343
Washington Trust
Rhode Island
$16.1M -$300K -3,025 -2%
RW
344
Regimen Wealth
Georgia
$15.9M +$306K +3,065 +2%
BIAS
345
Beacon Investment Advisory Services
New Jersey
$15.8M +$15.4M +154,772 +3,321%
SA
346
Skyline Advisors
Washington
$15.7M +$15.7M +157,711 New
TAM
347
TCP Asset Management
Ohio
$15.5M +$251K +2,531 +2%
BA
348
Ballast Advisors
Minnesota
$15.5M +$190K +1,912 +1%
CPW
349
Crestmont Private Wealth
Texas
$15.4M +$99.6K +1,004 +0.7%
UW
350
Unique Wealth
Florida
$15.3M +$7.35M +74,042 +92%
12 13
14
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