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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 %
FCM
501
Firestone Capital Management
Florida
$8.17M +$910K +9,165 +13%
THL
502
Tillman Hartley LLC
Colorado
$8.13M -$414K -4,176 -5%
PWP
503
PrairieView Wealth Partners
Illinois
$8.13M +$8.13M +81,869 New
DAS
504
Dynamic Advisor Solutions
Arizona
$8.04M -$918K -9,345 -10%
SAM
505
Simplify Asset Management
Nevada
$7.98M +$1.14M +11,500 +17%
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$7.97M +$72.9K +734 +0.9%
SPC
507
Sigma Planning Corp
Michigan
$7.95M -$9.28M -93,526 -54%
FFA
508
Farther Finance Advisors
California
$7.92M +$1.21M +12,146 +18%
AIA
509
Ally Invest Advisors
North Carolina
$7.91M +$953K +9,602 +14%
RBA
510
Richard Bernstein Advisors
New York
$7.87M -$392K -3,953 -5%
ES
511
Eagle Strategies
New York
$7.83M +$1.46M +14,696 +23%
P
512
Pitcairn
Pennsylvania
$7.82M +$6.13M +61,751 +363%
BBW
513
Blue Barn Wealth
Utah
$7.81M +$1.26M +12,709 +19%
Balyasny Asset Management
514
Balyasny Asset Management
Illinois
$7.81M -$904K -9,105 -10%
GDP
515
Great Diamond Partners
Maine
$7.79M -$35.9K -362 -0.5%
SC
516
Slow Capital
California
$7.77M +$151K +1,523 +2%
FHA
517
Flagship Harbor Advisors
Massachusetts
$7.71M -$1.56M -15,712 -17%
WA
518
Waverly Advisors
Alabama
$7.7M +$597K +6,019 +8%
FSA
519
Financial Sense Advisors
California
$7.7M -$2.16M -21,716 -22%
JHCP
520
Jackson Hole Capital Partners
Oklahoma
$7.66M +$1.27M +12,816 +20%
LWM
521
Lionsbridge Wealth Management
Florida
$7.65M +$3.57M +35,935 +87%
FTA
522
Financial & Tax Architects
Missouri
$7.65M -$8.69M -87,581 -53%
FEG
523
Fund Evaluation Group
Ohio
$7.65M -$1.11M -11,156 -13%
CW
524
Connectus Wealth
Ohio
$7.61M -$13.4K -135 -0.2%
HIA
525
HTG Investment Advisors
Connecticut
$7.47M +$1.14M +11,530 +18%
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