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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 %
HH
826
Hilltop Holdings
Texas
$2.3M +$199 +2 +0%
SF
827
Symphony Financial
Texas
$2.3M +$2.3M +23,381 New
TWM
828
Tradition Wealth Management
Minnesota
$2.27M +$2.26M +22,730 +22,505%
RK
829
Rather & Kittrell
Tennessee
$2.26M -$60.3K -608 -3%
CSPIA
830
Cary Street Partners Investment Advisory
Virginia
$2.24M +$674K +6,788 +43%
KPWG
831
KFA Private Wealth Group
Virginia
$2.24M -$39.2K -395 -2%
CFO
832
Custos Family Office
Texas
$2.23M +$2.23M +22,460 New
MOS
833
MGO One Seven
Ohio
$2.23M +$1.25M +12,633 +129%
HKIM
834
Hayek Kallen Investment Management
Alabama
$2.23M -$345K -3,472 -13%
SMC
835
Smith, Moore & Co
Missouri
$2.22M +$269K +2,715 +14%
EA
836
Evergreen Advisors
Tennessee
$2.22M -$55.7K -561 -2%
BIP
837
Blueprint Investment Partners
North Carolina
$2.21M +$1.62M +16,319 +275%
MWM
838
MorganRosel Wealth Management
Colorado
$2.2M -$553K -5,571 -20%
WFA
839
Wells Financial Advisors
Massachusetts
$2.19M -$458K -4,614 -17%
SWA
840
Sax Wealth Advisors
New Jersey
$2.19M -$974K -9,809 -31%
BFIC
841
Bedell Frazier Investment Counselling
California
$2.18M -$415K -4,184 -16%
CANC
842
Culbertson A N & Co
Virginia
$2.18M -$55.1K -555 -2%
BIA
843
Bigelow Investment Advisors
Maine
$2.18M -$357K -3,595 -14%
SC
844
Schiavi & Co
Delaware
$2.18M -$159K -1,602 -7%
WPW
845
Waldron Private Wealth
Pennsylvania
$2.17M -$1.57M -15,795 -42%
Retirement Systems of Alabama
846
Retirement Systems of Alabama
Alabama
$2.16M +$92.4K +931 +4%
Koshinski Asset Management
847
Koshinski Asset Management
Illinois
$2.15M +$168K +1,693 +8%
ACM
848
Andina Capital Management
Utah
$2.15M +$2.15M +21,624 New
ZC
849
Zeit Capital
Colorado
$2.14M +$2.05M +20,642 +2,139%
TF
850
Trek Financial
Arizona
$2.14M -$555K -5,588 -21%
32 33
34
35 36