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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
26
TIAA Trust, National Association
North Carolina
$754M 7,595,175 +600,008 +9%
Prudential Financial
27
Prudential Financial
New Jersey
$738M 7,431,992 +2,960,378 +66%
LPL Financial
28
LPL Financial
California
$702M 7,072,849 +312,479 +5%
PEGL
29
P/E Global LLC
Massachusetts
$669M 6,745,576 +2,937,853 +77%
Truist Financial
30
Truist Financial
North Carolina
$633M 6,382,581 +840,304 +15%
COPPSERS
31
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$633M 6,379,116 +438,925 +7%
Members Trust
32
Members Trust
Florida
$557M 5,596,991 -213,891 -4%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$554M 5,582,929 +294,956 +6%
Stifel Financial
34
Stifel Financial
Missouri
$534M 5,384,209 +64,547 +1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$505M 5,086,061 +341,110 +7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$504M 5,080,444 +512,541 +11%
Mariner
37
Mariner
Kansas
$489M 4,924,155 +187,758 +4%
FMI
38
Factory Mutual Insurance
Massachusetts
$405M 4,079,876 +1,914,500 +88%
Osaic Holdings
39
Osaic Holdings
Arizona
$366M 3,686,650 -1,433,712 -28%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$356M 3,590,000 +395,476 +12%
DADC
41
D.A. Davidson & Co
Montana
$355M 3,576,770 +140,168 +4%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$349M 3,518,843 +1,575,140 +81%
AAS
43
Avantax Advisory Services
Texas
$349M 3,514,713 +134,337 +4%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$293M 2,951,669 -21,471 -0.7%
SAG
45
SageView Advisory Group
California
– – -2,343,698 Closed
Citigroup
46
Citigroup
New York
$286M 2,886,602 +106,134 +4%
SWM
47
SigFig Wealth Management
California
$272M 2,744,117 +23,218 +0.9%
BL
48
Balentine LLC
Georgia
$237M 2,388,367 -11,885 -0.5%
SDIC
49
South Dakota Investment Council
South Dakota
$233M 2,344,500 – –
AllianceBernstein
50
AllianceBernstein
Tennessee
$221M 2,228,208 +137,057 +7%
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