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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 %
FNWM
851
Financial Network Wealth Management
Utah
$2.1M -$216K -2,179 -9%
OAM
852
Occidental Asset Management
California
$2.09M +$42.4K +427 +2%
PWW
853
Pettyjohn Wood & White
Virginia
$2.09M +$222K +2,235 +12%
E3F
854
Eight 31 Financial
Texas
$2.08M +$2.08M +20,967 New
CAM
855
Chandler Asset Management
California
$2.07M – – –
WTC
856
WhitTier Trust Company
Nevada
$2.02M -$209K -2,108 -9%
MCM
857
McKinley Capital Management
Alaska
$2.02M +$28.2K +284 +1%
LRWA
858
Long Run Wealth Advisors
New York
$2M +$10.4K +105 +0.5%
WMA
859
West Michigan Advisors
Michigan
$1.99M -$26.5K -267 -1%
TWC
860
TD Waterhouse Canada
Ontario, Canada
$1.99M -$530K -5,381 -21%
BA
861
Bellwether Advisors
Nebraska
$1.98M -$83.2K -838 -4%
FAM
862
Frontier Asset Management
Wyoming
$1.98M +$20.4K +206 +1%
FW
863
Fairway Wealth
Ohio
$1.98M +$1.98M +19,901 New
ACP
864
Aviance Capital Partners
Florida
$1.97M -$256K -2,576 -11%
EP
865
EPIQ Partners
Minnesota
$1.97M +$1.97M +19,851 New
NC
866
Napatree Capital
Rhode Island
$1.95M +$1.95M +19,659 New
ANBT
867
American National Bank & Trust
Texas
$1.95M +$140K +1,408 +8%
PA
868
Pinnacle Associates
New York
$1.94M +$213K +2,143 +12%
WHG
869
Westwood Holdings Group
Texas
$1.94M -$81.4K -820 -4%
HSA
870
HBK Sorce Advisory
Pennsylvania
$1.93M -$551K -5,547 -22%
SSWM
871
Sheets Smith Wealth Management
North Carolina
$1.92M +$142K +1,428 +8%
RW
872
REDW Wealth
New Mexico
$1.92M +$167K +1,682 +10%
WCM
873
Winthrop Capital Management
Indiana
$1.91M +$1.91M +19,225 New
TIM
874
Total Investment Management
Arizona
$1.91M +$332K +3,343 +21%
AM
875
Atwater Malick
Pennsylvania
$1.9M +$24.6K +248 +1%
33 34
35
36 37