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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
25.74%
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 %
MA
351
Marquette Associates
Illinois
$15.3M +$15.3M +154,490 New
CCA
352
Clearwater Capital Advisors
Illinois
$15.3M +$15.3M +154,099 New
MA
353
Mutual Advisors
Nebraska
$15.3M -$1.39M -13,973 -8%
CGFA
354
Colton Groome Financial Advisors
North Carolina
$15.2M +$1.31M +13,206 +9%
9WM
355
9258 Wealth Management
Ohio
$15.2M +$633K +6,379 +4%
EWA
356
Exencial Wealth Advisors
Oklahoma
$15.2M -$2.74M -27,589 -15%
ACM
357
Agincourt Capital Management
Virginia
$14.8M +$332K +3,350 +2%
VCA
358
Verdence Capital Advisors
Maryland
$14.7M +$591K +5,952 +4%
CWM
359
Calamos Wealth Management
Illinois
$14.7M -$5.82M -58,686 -28%
ICMARC
360
International City Management Association Retirement Corp
District of Columbia
$14.6M -$10.6M -106,950 -42%
CIA
361
Concurrent Investment Advisors
Florida
$14.5M +$14.5M +146,562 New
SFS
362
Sowell Financial Services
Arkansas
$14.5M -$923K -9,295 -6%
WI
363
WrapManager Inc
California
$14.3M -$1.29M -13,006 -8%
WIA
364
Wetzel Investment Advisors
Indiana
$14.3M +$14.3M +143,744 New
AWM
365
Aprio Wealth Management
Georgia
$14.1M +$640K +6,452 +5%
LBC
366
Lowe Brockenbrough & Co
Virginia
$14M +$8.35M +84,087 +147%
PFS
367
Prospera Financial Services
Texas
$14M -$4.67M -47,083 -25%
BWM
368
Boyd Wealth Management
California
$14M +$796K +8,017 +6%
FFA
369
First Foundation Advisors
California
$13.9M +$396K +3,986 +3%
ISWM
370
Independent Solutions Wealth Management
New York
$13.9M -$405K -4,077 -3%
TWM
371
Tanager Wealth Management
United Kingdom
$13.9M -$5.22M -52,605 -27%
APP
372
Avantax Planning Partners
Iowa
$13.8M +$7.62M +76,767 +122%
DT
373
Diversified Trust
Tennessee
$13.6M +$852K +8,587 +7%
FTS
374
Fifth Third Securities
Ohio
$13.6M -$2.29M -23,083 -14%
FIA
375
Foundations Investment Advisors
Arizona
$13.6M +$12.5M +125,770 +1,174%
13 14
15
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