AGG icon

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 %
WCG
651
Wall Capital Group
Arizona
$4.67M -$1.64M -16,539 -26%
SIG
652
Stonegate Investment Group
Alabama
$4.66M +$194K +1,950 +4%
AAP
653
Arax Advisory Partners
Colorado
$4.64M -$11.4K -115 -0.2%
JIR
654
James Investment Research
Ohio
$4.61M +$670K +6,749 +17%
RWM
655
RKL Wealth Management
Pennsylvania
$4.59M +$36.5K +368 +0.8%
TFA
656
Tobias Financial Advisors
Florida
$4.59M +$1.31M +13,164 +40%
SHF
657
Stage Harbor Financial
Massachusetts
$4.58M +$4.58M +46,172 New
LSPW
658
Lake Street Private Wealth
Illinois
$4.56M +$73.9K +745 +2%
Principal Financial Group
659
Principal Financial Group
Iowa
$4.56M -$17.1M -171,850 -79%
BCM
660
Beaumont Capital Management
Massachusetts
$4.53M -$176K -1,770 -4%
FA
661
Fountainhead AM
New Jersey
$4.51M +$3.59M +36,153 +387%
NB
662
NBT Bank
New York
$4.48M +$4.03M +40,590 +889%
WC
663
Whitney & Co
New York
$4.47M +$307K +3,092 +7%
EF
664
Empowered Funds
Pennsylvania
$4.45M +$3M +30,194 +206%
SP
665
Sarasin & Partners
United Kingdom
$4.45M +$4.45M +44,804 New
EGA
666
E&G Advisors
Texas
$4.44M -$600K -6,044 -12%
NFG
667
Northeast Financial Group
Pennsylvania
$4.39M +$26.6K +268 +0.6%
CWM
668
CCG Wealth Management
California
$4.38M +$4.38M +44,129 New
SG
669
Sharper & Granite
California
$4.36M +$43.9K +442 +1%
FAT
670
First American Trust
California
$4.35M +$652K +6,573 +18%
AP
671
Aspect Partners
Virginia
$4.33M +$4.33M +43,665 New
Parallax Volatility Advisers
672
Parallax Volatility Advisers
California
$4.33M +$4.33M +43,651 New
HWA
673
Hillcrest Wealth Advisors
New Jersey
$4.33M -$486K -4,900 -10%
PCWA
674
Pacific Capital Wealth Advisors
California
$4.32M +$344K +3,464 +9%
FAG
675
Financial Advisory Group
Texas
$4.31M -$102K -1,031 -2%
25 26
27
28 29