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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 %
SI
476
Stephens Inc
Arkansas
$9.19M +$416K +4,191 +5%
NCFG
477
New Century Financial Group
New Jersey
$9.11M +$9.11M +91,822 New
ACP
478
Aveo Capital Partners
Colorado
$9.11M +$1.91M +19,222 +26%
EK
479
Evensky & Katz
Florida
$9.04M +$1.68M +16,970 +23%
Man Group
480
Man Group
United Kingdom
$9.03M +$9.03M +91,010 New
PWPCM
481
Perella Weinberg Partners Capital Management
New York
$9.03M – – –
BCP
482
Blue Chip Partners
Michigan
$9.03M +$7.28M +73,387 +418%
IG
483
ING Group
Netherlands
$8.93M +$8.93M +90,000 New
BWS
484
Buck Wealth Strategies
Colorado
$8.91M +$1.89M +19,073 +27%
IWC
485
Integrated Wealth Concepts
Massachusetts
$8.78M +$774K +7,798 +10%
WT
486
Whittier Trust
California
$8.68M -$711K -7,166 -8%
BFPW
487
BOK Financial Private Wealth
Colorado
$8.59M +$763K +7,685 +10%
BRWA
488
B. Riley Wealth Advisors
Florida
$8.55M +$209K +2,102 +3%
RA
489
RFG Advisory
Alabama
$8.51M +$3.59M +36,162 +73%
CAG
490
Csenge Advisory Group
Florida
$8.5M +$3.31M +33,306 +64%
SCTC
491
Sanibel Captiva Trust Company
Florida
$8.5M +$8.5M +85,667 New
MSWM
492
McGlone Suttner Wealth Management
Wisconsin
$8.48M +$211K +2,121 +3%
AA
493
AJ Advisors
Tennessee
$8.45M +$468K +4,716 +6%
I2I
494
Insight 2811 Inc
Illinois
$8.37M +$564K +5,680 +7%
LSAG
495
Lake Street Advisors Group
New Hampshire
$8.31M +$3.81M +38,360 +85%
AFP
496
Ausdal Financial Partners
Iowa
$8.27M -$176K -1,774 -2%
AWM
497
Avondale Wealth Management
Texas
$8.23M +$1.09M +10,970 +15%
ATC
498
Argent Trust Co
Tennessee
$8.23M -$557K -5,616 -6%
SCA
499
Sandy Cove Advisors
Massachusetts
$8.22M +$571K +5,751 +7%
ECM
500
Exchange Capital Management
Michigan
$8.18M -$144K -1,451 -2%
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