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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
$5.54B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
Prudential Financial
New Jersey
$738M
5
PEGL
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
Charles Schwab
California
$1.41B
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
Fiducient Advisors
Illinois
$4.99M
5
SAG
SageView Advisory Group
California
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPPLM
526
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.39M -$2.5M -25,151 -25%
OWM
527
Opes Wealth Management
California
$7.38M +$140K +1,412 +2%
SF
528
SWP Financial
California
$7.38M +$7.38M +74,365 New
GWA
529
GGM Wealth Advisors
Maryland
$7.38M -$734K -7,485 -9%
EFS
530
Econ Financial Services
Pennsylvania
$7.36M -$2.09M -21,060 -22%
D
531
Dentgroup
Louisiana
$7.36M +$3.76M +37,897 +105%
PA
532
Procyon Advisors
Connecticut
$7.35M +$5.87M +59,117 +396%
PFP
533
Pinnacle Financial Partners
Tennessee
$7.31M +$2.28M +23,019 +45%
AF
534
Apexium Financial
Texas
$7.31M -$847K -8,535 -10%
Pictet Asset Management
535
Pictet Asset Management
Switzerland
$7.27M -$3.59M -36,150 -33%
OFS
536
Oldfather Financial Services
Nebraska
$7.25M +$675K +6,806 +10%
BBWP
537
Beacon Bridge Wealth Partners
Pennsylvania
$7.21M -$4.14M -41,708 -36%
SHIM
538
Stone House Investment Management
Pennsylvania
$7.17M +$2.55M +25,726 +55%
FFP
539
Forbes Financial Planning
Rhode Island
$7.17M +$239K +2,413 +3%
SAI
540
Systematic Alpha Investments
New Jersey
$7.15M – – –
FIC
541
Family Investment Center
Missouri
$7.14M -$975K -9,827 -12%
PT
542
Plimoth Trust
Massachusetts
$7.11M +$1.54M +15,552 +28%
BWG
543
Balanced Wealth Group
Ohio
$7.1M +$7.1M +71,569 New
CAM
544
Creekmur Asset Management
Illinois
$7.1M +$7.1M +71,493 New
QCG
545
Quadrant Capital Group
Ohio
$7.09M +$567K +5,708 +9%
AL
546
Aspiriant LLC
California
$7.08M -$504K -5,080 -7%
Kayne Anderson Rudnick Investment Management
547
Kayne Anderson Rudnick Investment Management
California
$7.02M +$5.17M +52,107 +280%
Luther King Capital Management (LKCM)
548
Luther King Capital Management (LKCM)
Texas
$7M -$6.22M – –
AFG
549
ABLE Financial Group
Arizona
$6.96M -$549K -5,535 -7%
CFG
550
Cosner Financial Group
Colorado
$6.94M +$276K +2,746 +4%
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