AGG icon

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 %
CWM
426
Congress Wealth Management
Massachusetts
$11M +$314K +3,160 +3%
FFBTD
427
First Financial Bank - Trust Division
Ohio
$10.9M +$1.51M +15,184 +16%
AF
428
Advisornet Financial
Minnesota
$10.9M +$3.53M +35,581 +48%
MPW
429
MGO Private Wealth
California
$10.9M +$5.85M +58,893 +116%
PFM
430
Peak Financial Management
Massachusetts
$10.8M -$960K -9,670 -8%
GA
431
Greenspring Advisors
Maryland
$10.8M +$377K +3,802 +4%
GC
432
Grimes & Company
Massachusetts
$10.7M +$212K +2,140 +2%
GWM
433
Geneos Wealth Management
Colorado
$10.7M +$4.76M +47,965 +80%
Daiwa Securities Group
434
Daiwa Securities Group
Japan
$10.7M +$328K +3,300 +3%
CTA
435
Chesley Taft & Associates
Illinois
$10.6M -$1.22M -12,328 -10%
RFG
436
RFP Financial Group
Georgia
$10.6M -$1.21M -12,161 -10%
ACI
437
Alpha Cubed Investments
California
$10.5M -$14.5M -146,172 -58%
VHAM
438
Van Hulzen Asset Management
California
$10.4M -$692K -6,973 -6%
SIGI
439
Susquehanna International Group (Ireland)
Ireland
$10.4M +$3.51M +35,376 +51%
CBC
440
Coombe, Bender & Co
New York
$10.3M +$1.31M +13,239 +15%
CAMG
441
CWA Asset Management Group
Florida
$10.3M +$34K +343 +0.3%
OFG
442
Omega Financial Group
California
$10.3M +$1.68M +16,949 +19%
CFA
443
Capstone Financial Advisors
Illinois
$10.3M -$3.24M -32,612 -24%
EB
444
Exchange Bank
California
$10.2M -$965K -9,725 -9%
BWA
445
BlueSky Wealth Advisors
North Carolina
$10.2M +$5.79M +58,301 +130%
AWMNH
446
Arcadia Wealth Management (New Hampshire)
New Hampshire
$10.2M +$642K +6,469 +7%
PFT
447
Providence First Trust
Arizona
$10.2M -$2.58K -26 -0%
WWP
448
Walden Wealth Partners
Ohio
$10.1M +$10.1M +102,241 New
NL
449
NWAM LLC
Washington
$10.1M +$1.27M +12,757 +14%
TCBWMS
450
Texas Capital Bank Wealth Management Services
Texas
$9.95M +$3.02M +30,438 +44%
16 17
18
19 20