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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 %
AWM
726
Accurate Wealth Management
Florida
$3.31M -$102K -1,035 -3%
SF
727
Summit Financial
New Jersey
$3.29M -$23.2K -234 -0.7%
GKWIM
728
Gerber Kawasaki Wealth & Investment Management
California
$3.27M -$1.03M -10,364 -24%
TA
729
Tactive Advisors
Florida
$3.27M -$672K -6,769 -17%
PWP
730
Perfromance Wealth Partners
Illinois
$3.26M -$1.01M -10,214 -24%
SVWAG
731
Sound View Wealth Advisors Group
Georgia
$3.26M -$244K -2,463 -7%
BFEC
732
Benjamin F. Edwards & Company
Missouri
$3.26M +$2.41M +24,291 +285%
KIG
733
Kowal Investment Group
Wisconsin
$3.25M -$92.6K -933 -3%
DIA
734
Davidson Investment Advisors
Montana
$3.25M -$361K -3,637 -10%
LSA
735
Lansing Street Advisors
Pennsylvania
$3.24M +$3.24M +32,611 New
CTWM
736
Cherry Tree Wealth Management
Minnesota
$3.23M +$675K +6,799 +26%
ACA
737
Affinity Capital Advisors
California
$3.23M -$889K -8,954 -22%
WCM
738
Wealthcare Capital Management
Virginia
$3.23M -$562K -5,658 -15%
CGL
739
Clarius Group LLC
Washington
$3.22M +$2.59M +26,049 +405%
BA
740
Ballew Advisors
Mississippi
$3.19M -$518K -5,262 -14%
LIM
741
Leavell Investment Management
Alabama
$3.17M +$1.06M +10,662 +50%
SIAM
742
Sterling Investment Advisors (Missouri)
Missouri
$3.15M -$794K -7,996 -20%
GWMIA
743
Global Wealth Management Investment Advisory
Florida
$3.13M +$190K +1,910 +6%
CFGF
744
Compass Financial Group (Florida)
Florida
$3.13M -$2.44M -24,613 -44%
PTC
745
Private Trust Company
Ohio
$3.13M +$296K +2,986 +10%
NWA
746
New World Advisors
Massachusetts
$3.13M +$3.13M +31,494 New
XF
747
XML Financial
Maryland
$3.09M -$181K -1,825 -6%
ACM
748
Alamar Capital Management
California
$3.09M -$27.3K -275 -0.9%
NI
749
NYL Investors
New York
$3.06M -$99.3K -1,000 -3%
WIA
750
World Investment Advisors
California
$3.06M +$1.71M +17,185 +126%
28 29
30
31 32