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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 %
FCIM
376
Fairview Capital Investment Management
California
$13.5M -$670K -6,755 -5%
MAM
377
Meeder Asset Management
Ohio
$13.5M +$3.84M +38,697 +40%
RHP
378
Royal Harbor Partners
Texas
$13.4M +$257K +2,585 +2%
GFWA
379
Grey Fox Wealth Advisors
Delaware
$13.2M +$549K +5,535 +4%
PFA
380
Pure Financial Advisors
California
$13.2M -$3.36M -33,893 -20%
BMCM
381
Bryn Mawr Capital Management
Pennsylvania
$13.2M +$11.7M +118,245 +823%
IWM
382
IHT Wealth Management
Illinois
$13.2M -$123K -1,238 -0.9%
WB
383
Webster Bank
Connecticut
$13.1M +$1.29M +12,988 +11%
CFP
384
Catalyst Financial Partners
Massachusetts
$13.1M +$1.53M +15,445 +13%
GCA
385
Greenwood Capital Associates
South Carolina
$13M +$2.08K +21 +0%
CH
386
Canton Hathaway
Rhode Island
$13M – – –
FIM
387
Freedom Investment Management
Connecticut
$12.9M -$341K -3,436 -3%
TIA
388
Tiemann Investment Advisors
California
$12.8M -$145K -1,457 -1%
MWM
389
Modera Wealth Management
New Jersey
$12.7M +$494K +4,981 +4%
EIP
390
Easterly Investment Partners
Massachusetts
$12.5M – – –
FA
391
FDx Advisors
Illinois
$12.5M +$95.5K +962 +0.8%
CWM
392
Chesapeake Wealth Management
Virginia
$12.5M -$498K -5,013 -4%
NC
393
NewSquare Capital
Pennsylvania
$12.5M -$674K -6,787 -5%
AWM
394
Ameliora Wealth Management
Switzerland
$12.4M +$8.18M +82,462 +193%
WSTAM
395
Wilbanks Smith & Thomas Asset Management
Virginia
$12.3M +$866K +8,726 +8%
BF
396
Blankinship & Foster
California
$12.3M +$10.7M +108,233 +681%
FFS
397
Founders Financial Securities
Maryland
$12.3M +$618K +6,226 +5%
Brown Advisory
398
Brown Advisory
Maryland
$12.3M -$794K -8,004 -6%
CWA
399
Continuum Wealth Advisors
New York
$12.2M +$121K +1,216 +1%
William Blair & Company
400
William Blair & Company
Illinois
$12.2M -$315K -3,172 -3%
14 15
16
17 18