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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 %
GL
776
Graypoint LLC
New York
$2.76M +$391K +3,935 +16%
MCC
777
Money Concepts Capital
Florida
$2.76M +$447K +4,505 +19%
OCM
778
Objective Capital Management
Ohio
$2.75M +$221K +2,228 +9%
MWM
779
Mission Wealth Management
California
$2.73M +$1.12M +11,240 +69%
FCI
780
Financial Counselors Inc
Kansas
$2.71M -$48.5K -489 -2%
GFP
781
Gryphon Financial Partners
Ohio
$2.69M +$54.5K +549 +2%
CM
782
Columbus Macro
Pennsylvania
$2.67M +$2.13M +21,453 +388%
FFP
783
FourThought Financial Partners
Florida
$2.66M -$6.15K -62 -0.2%
KA
784
Kovack Advisors
Florida
$2.65M +$15.5K +156 +0.6%
SIS
785
Sound Income Strategies
Florida
$2.65M +$2.59M +26,077 +4,220%
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$2.64M -$218K -2,199 -8%
SW
787
SlateStone Wealth
Florida
$2.6M -$228K -2,300 -8%
CI
788
CX Institutional
Indiana
$2.59M +$2.59M +26,136 New
PGFC
789
Peapack-Gladstone Financial Corp
New Jersey
$2.59M -$542K -5,460 -17%
CKAIS
790
Christensen King & Associates Investment Services
Washington
$2.59M +$2.59M +26,060 New
PP
791
Prosperity Planning
Missouri
$2.58M -$1.72M – –
RPGK
792
Retirement Planning Group (Kansas)
Kansas
$2.58M +$1.91M +19,233 +286%
WMA
793
Wealth Management Associates
New Jersey
$2.57M -$85.7K -863 -3%
MA
794
Mosaic Advisors
Texas
$2.56M +$19.9K +200 +0.8%
RTC
795
Riverview Trust Company
Washington
$2.56M -$1.43M -14,433 -36%
CA
796
CGN Advisors
Kansas
$2.56M +$23.1K +233 +0.9%
WP
797
WealthShield Partners
North Carolina
$2.53M -$846K -8,525 -25%
OWA
798
Opal Wealth Advisors
New York
$2.53M +$2.53M +25,461 New
TSW
799
Thompson Siegel & Walmsley
Virginia
$2.52M +$674K +6,792 +37%
CIS
800
Continental Investors Services
Washington
$2.51M +$107K +1,082 +4%
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