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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
Morgan Stanley
New York
+$3.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$933M
3
US Bancorp
US Bancorp
Minnesota
+$305M
4
Prudential Financial
Prudential Financial
New Jersey
+$294M
5
PEGL
P/E Global LLC
Massachusetts
+$292M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$46.7B
2
Charles Schwab
Charles Schwab
California
-$390M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$245M
4
FA
Fiducient Advisors
Illinois
-$229M
5
SAG
SageView Advisory Group
California
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
JJBC
401
James J. Burns & Company
New York
$12.1M -$3.26M -32,821 -21%
HFS
402
HBC Financial Services
Washington
$12.1M +$557K +5,609 +5%
AFP
403
Alpha Financial Partners
Kentucky
$12M +$6.61M +66,602 +123%
IAN
404
Integrated Advisors Network
Texas
$12M +$4.62M +46,573 +63%
FA
405
FC Advisory
Pennsylvania
$11.9M -$351K -3,538 -3%
FAIM
406
Financial Advocates Investment Management
Washington
$11.9M +$7.44M +75,002 +166%
HI
407
Horizon Investments
North Carolina
$11.9M +$606K +6,119 +5%
KOC
408
Koss-Olinger Consulting
Florida
$11.8M -$11.5M -115,460 -49%
CCA
409
Conservest Capital Advisors
Pennsylvania
$11.7M +$11.7M +118,066 New
Macquarie Group
410
Macquarie Group
Australia
$11.7M – – –
EWA
411
ERTS Wealth Advisors
Michigan
$11.7M +$11.7M +117,745 New
OAM
412
Oppenheimer Asset Management
New York
$11.7M +$715K +7,201 +7%
HNWAG
413
High Net Worth Advisory Group
Florida
$11.6M +$821K +8,273 +8%
SA
414
Sunesis Advisors
Kansas
$11.5M -$4.23M -42,608 -27%
ECG
415
Edge Capital Group
Georgia
$11.5M -$695K -7,000 -6%
TPCW
416
TD Private Client Wealth
New York
$11.5M +$5.47M +55,149 +91%
AWA
417
Arete Wealth Advisors
Illinois
$11.5M +$8.68M +87,470 +313%
CFG
418
Citizens Financial Group
Rhode Island
$11.4M +$241K +2,428 +2%
CAM
419
Cresset Asset Management
Illinois
$11.3M +$6.37M +64,198 +128%
MW
420
Marcum Wealth
Ohio
$11.3M +$603K +6,076 +6%
SCP
421
Silverleafe Capital Partners
Tennessee
$11.2M -$88.9K -896 -0.8%
PIMG
422
Patriot Investment Management Group
Tennessee
$11.1M +$1.99M +20,035 +22%
RIM
423
Redwood Investment Management
Arizona
$11.1M -$2.1M -21,129 -16%
LAM
424
Lifestyle Asset Management
Texas
$11.1M +$3.81M +38,421 +52%
OHWP
425
Oak Harbor Wealth Partners
North Carolina
$11M -$179K -1,799 -2%
15 16
17
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