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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
5.17%
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 %
DLCIG
701
D.L. Carlson Investment Group
New Hampshire
$3.84M -$375K -3,848 -9%
GBT
702
Grove Bank & Trust
Florida
$3.84M +$2.28M +23,000 +147%
First Trust Advisors
703
First Trust Advisors
Illinois
$3.76M +$749K +7,546 +25%
LWMT
704
Legacy Wealth Management (Tennessee)
Tennessee
$3.75M +$3.75M +37,738 New
ANTB
705
AMG National Trust Bank
Colorado
$3.73M -$377K -3,800 -9%
AFG
706
Atomi Financial Group
New York
$3.72M +$2.07M +20,872 +126%
WP
707
Waycross Partners
Kentucky
$3.68M +$3.68M +37,110 New
PG
708
Patten Group
Tennessee
$3.68M -$326K -3,286 -8%
EWP
709
Elevation Wealth Partners
California
$3.68M +$56.1K +594 +2%
SS
710
Simplicity Solutions
Minnesota
$3.66M +$3.36M +33,855 +1,103%
GIA
711
Gladstone Institutional Advisory
Florida
$3.65M +$867K +8,731 +31%
MWA
712
Motive Wealth Advisors
Michigan
$3.59M -$437K -4,402 -11%
CT
713
Coastline Trust
Rhode Island
$3.57M +$1.88M +18,941 +112%
CCM
714
Coldstream Capital Management
Washington
$3.56M +$907K +9,142 +34%
CWM
715
Curi Wealth Management
North Carolina
$3.53M +$2.24M +22,522 +173%
BAWM
716
Bennett Associates Wealth Management
Pennsylvania
$3.48M +$3.48M +35,105 New
UWPG
717
Ullmann Wealth Partners Group
Florida
$3.48M +$303K +3,049 +10%
MAWA
718
Moss Adams Wealth Advisors
Washington
$3.48M +$3.4M +34,271 +4,563%
PI
719
PFG Investments
New York
$3.48M +$2.48K +25 +0.1%
DCM
720
Donaldson Capital Management
Indiana
$3.45M +$722K +7,279 +27%
ATC
721
Adirondack Trust Company
New York
$3.44M -$458K -4,704 -12%
MA
722
Modus Advisors
Minnesota
$3.41M +$434K +4,369 +15%
CIA
723
Compass Ion Advisors
Pennsylvania
$3.37M -$56.9K -573 -2%
APWM
724
Atlas Private Wealth Management
New York
$3.36M +$283K +2,855 +9%
1WM
725
1900 Wealth Management
Texas
$3.32M -$5.74M -57,865 -63%
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