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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 %
DC
801
Davenport & Co
Virginia
$2.49M -$48.6K -490 -2%
BWM
802
BCS Wealth Management
Tennessee
$2.46M +$1.89M +19,033 +331%
MPWT
803
MassMutual Private Wealth & Trust
Connecticut
$2.45M -$1.15M -11,593 -32%
SC
804
Savant Capital
Illinois
$2.44M -$828K -8,343 -25%
MFS
805
Madrona Financial Services
Washington
$2.44M +$1.28M +12,865 +110%
DTC
806
Davidson Trust Company
Washington
$2.42M +$165K +1,665 +7%
ONB
807
Old National Bancorp
Indiana
$2.42M -$165K -1,666 -6%
CWA
808
Clearview Wealth Advisors
Oregon
$2.41M +$2.41M +24,314 New
SAF
809
Smith Anglin Financial
Texas
$2.4M -$3.1M -31,241 -56%
MM
810
Main Management
California
$2.4M -$102K -1,025 -4%
LSIA
811
LaSalle St. Investment Advisors
Illinois
$2.39M +$2.39M +2,406 New
BAM
812
Belpointe Asset Management
Nevada
$2.38M +$215K +2,162 +10%
FPW
813
Flagship Private Wealth
Massachusetts
$2.38M -$50.7K -511 -2%
CWM
814
C2C Wealth Management
Arizona
$2.37M -$49.1K -494 -2%
AO
815
Advisor OS
Illinois
$2.36M -$5.05M -50,910 -68%
CFG
816
Carr Financial Group
Massachusetts
$2.36M +$469K +4,723 +25%
WWM
817
Western Wealth Management
Colorado
$2.35M +$584K +5,885 +33%
AWG
818
Altus Wealth Group
Colorado
$2.35M -$2.98K -30 -0.1%
HPM
819
Hoxton Planning & Management
West Virginia
$2.35M -$1.03M -10,386 -31%
UB
820
UMB Bank
Missouri
$2.35M -$753K -7,590 -24%
APCM
821
Alaska Permanent Capital Management
Alaska
$2.34M -$170K -1,715 -7%
C
822
Croban
Ohio
$2.34M +$2.34M +24,171 New
TCB
823
Texas Capital Bancshares
Texas
$2.34M +$449K +4,521 +24%
CW
824
Cooksen Wealth
Texas
$2.32M +$2.32M +23,382 New
LC
825
LCNB Corp
Ohio
$2.31M +$415K +4,180 +22%
31 32
33
34 35