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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
+$3.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$933M
3
US Bancorp
US Bancorp
Minnesota
+$305M
4
Prudential Financial
Prudential Financial
New Jersey
+$294M
5
PEGL
P/E Global LLC
Massachusetts
+$292M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$46.7B
2
Charles Schwab
Charles Schwab
California
-$390M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$245M
4
FA
Fiducient Advisors
Illinois
-$229M
5
SAG
SageView Advisory Group
California
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAG
601
Northstar Advisory Group
New Jersey
$5.74M +$201K +2,023 +4%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$5.73M -$1.12M -11,238 -16%
SMI
603
Shelter Mutual Insurance
Missouri
$5.72M – – –
BP
604
Ballentine Partners
Massachusetts
$5.72M +$7.94K +80 +0.1%
JWCA
605
J.W. Cole Advisors
Florida
$5.68M -$821K -8,274 -13%
RWG
606
Regal Wealth Group
California
$5.65M +$193K +1,960 +4%
PA
607
PFW Advisors
Georgia
$5.59M -$1.24M -12,483 -18%
EW
608
Element Wealth
Mississippi
$5.58M +$3.15M +31,715 +129%
CPCM
609
Cornerstone Partners Capital Management
Virginia
$5.58M – – –
NFP
610
NorthLanding Financial Partners
New York
$5.58M +$149K +1,505 +3%
MWPCG
611
Measured Wealth Private Client Group
New Hampshire
$5.56M -$522K -5,264 -9%
MBTD
612
Mechanics Bank - Trust Department
California
$5.54M -$849K -8,559 -13%
JRP
613
Jasper Ridge Partners
California
$5.47M +$5.47M +55,134 New
SFG
614
Summit Financial Group
West Virginia
$5.44M +$509K +5,125 +10%
MFG
615
Mainsail Financial Group
Washington
$5.35M +$647K +6,593 +14%
SYBT
616
Stock Yards Bank & Trust
Kentucky
$5.34M -$501K -5,048 -9%
SW
617
SteelPeak Wealth
California
$5.33M +$4M +40,262 +299%
WWM
618
Whalen Wealth Management
Nevada
$5.31M +$5.31M +53,494 New
RFO
619
RiverGlades Family Offices
Florida
$5.29M -$458K -4,695 -8%
PWPS
620
Pinnacle Wealth Planning Services
Ohio
$5.28M +$1.71M +17,227 +48%
AA
621
Ancora Advisors
Ohio
$5.28M -$3.35M -33,782 -39%
JWS
622
Juncture Wealth Strategies
Arizona
$5.28M +$52.6K +530 +1%
AG
623
AlTi Global
New York
$5.26M +$5.26M +53,022 New
BSWA
624
Bromfield Sneider Wealth Advisors
Massachusetts
$5.25M -$125K -1,255 -2%
DG
625
DMC Group
Alabama
$5.17M -$308K -3,105 -6%
23 24
25
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