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.

Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.75%
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 Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$209M 2,102,352 +37,277 +2%
SFA
52
Sequoia Financial Advisors
Ohio
$207M 2,080,764 +159,110 +8%
BTI
53
Blue Trust Inc
Georgia
$197M 2,099,658 +70,934 +3%
CAN
54
Cetera Advisor Networks
California
$191M 1,927,596 +132,625 +7%
HighTower Advisors
55
HighTower Advisors
Illinois
$190M 1,912,437 +363,181 +23%
EWA
56
EP Wealth Advisors
California
$178M 1,796,961 +1,063,074 +145%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$177M 1,787,007 +1,037,471 +138%
QWP
58
Quotient Wealth Partners
Texas
$175M 1,764,387 +1,764,387 New
GH
59
Geisinger Health
Pennsylvania
$175M 1,759,432 +19,875 +1%
EEP
60
Edgehill Endowment Partners
Connecticut
$172M 1,730,374 +384,057 +29%
VIA
61
Vantagepoint Investment Advisers
District of Columbia
$169M 1,698,198 +302,326 +22%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$152M 1,531,200 -12,000 -0.8%
AWM
63
Axxcess Wealth Management
California
$151M 1,517,919 -35,128 -2%
Empower Advisory Group
64
Empower Advisory Group
Colorado
$147M 1,479,392 +1,428,035 +2,781%
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$146M 1,468,664 -259,213 -15%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$144M 1,455,526 -21,332 -1%
CAAS
67
Capital Asset Advisory Services
Michigan
$144M 1,452,014 -21,172 -1%
MCCA
68
Mill Creek Capital Advisors
Pennsylvania
$143M 1,440,620 +42,830 +3%
PCIA
69
Prime Capital Investment Advisors
Kansas
$142M 1,426,943 +385,379 +37%
G
70
GenTrust
Florida
$141M 1,421,907 +1,283,531 +928%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$140M 1,413,455 – –
DCM
72
Disciplina Capital Management
Tennessee
$138M 1,388,929 +58,838 +4%
CTB
73
Country Trust Bank
Illinois
$136M 1,373,717 +662,965 +93%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$133M 1,339,182 -11,812 -0.9%
CWM
75
Cahaba Wealth Management
Georgia
$131M 1,319,877 +17,583 +1%
1 2
3
4 5