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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 %
ISB
751
Iowa State Bank
Iowa
$3.05M -$173K -1,743 -5%
CWM
752
Cahill Wealth Management
Michigan
$3.04M +$350K +3,525 +13%
AWA
753
Aletheian Wealth Advisors
Washington
$3.02M +$1.41M +14,163 +87%
TC
754
Trilogy Capital
California
$3.02M +$966K +9,734 +47%
MLFP
755
MPS Loria Financial Planners
Illinois
$3.02M -$5.46K -55 -0.2%
CIM
756
Contravisory Investment Management
Massachusetts
$3.02M +$3.02M +30,390 New
MNBTD
757
Moody National Bank Trust Division
Texas
$3.01M – – –
SI
758
Saxon Interests
Texas
$3.01M +$3.01M +30,339 New
SSB
759
Sandy Spring Bank
Maryland
$3.01M +$2.88M +29,018 +2,213%
WDL
760
Well Done LLC
Michigan
$2.99M +$2.75M +27,734 +1,150%
CSB
761
City State Bank
Iowa
$2.95M +$669K +6,738 +29%
BFA
762
Bluestem Financial Advisors
Illinois
$2.94M -$796K -8,016 -21%
HCM
763
Hollencrest Capital Management
California
$2.92M +$76.3K +769 +3%
SIA
764
Soltis Investment Advisors
Utah
$2.9M +$415K +4,180 +17%
Bessemer Group
765
Bessemer Group
New Jersey
$2.89M +$1.06M +10,653 +58%
NIM
766
NEOS Investment Management
Connecticut
$2.89M +$723K +7,284 +33%
ATWA
767
Arbor Trust Wealth Advisors
Michigan
$2.88M +$410K +4,127 +17%
AFO
768
Arrowroot Family Office
California
$2.87M +$625K +6,294 +28%
OCM
769
One Capital Management
California
$2.83M -$34.8K -351 -1%
GMA
770
Glassy Mountain Advisors
Maryland
$2.82M +$463K +4,662 +20%
UAS
771
United Asset Strategies
New York
$2.82M +$1M +10,077 +55%
P
772
&Partners
Tennessee
$2.81M +$2.44M +26,403 +659%
AMG
773
Asset Management Group
Connecticut
$2.81M -$752K -7,576 -21%
CWA
774
Canvas Wealth Advisors
Kansas
$2.8M +$101K +1,020 +4%
AAS
775
Ameritas Advisory Services
Nebraska
$2.78M -$1.01M -10,239 -27%
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