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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 %
KAM
876
Kensington Asset Management
Texas
$1.9M +$1.9M +19,100 New
GSEP
877
Golden State Equity Partners
California
$1.9M +$129K +1,303 +7%
AIA
878
Alera Investment Advisors
Illinois
$1.88M -$97K -977 -5%
LFG
879
Larson Financial Group
Missouri
$1.87M -$74.5K -751 -4%
AIM
880
Acropolis Investment Management
Missouri
$1.87M -$125K -1,258 -6%
IF
881
Ironwood Financial
Arizona
$1.87M +$1.87M +18,846 New
H
882
HoyleCohen
California
$1.87M +$139K +1,404 +8%
WDG
883
Wealth Dimensions Group
Ohio
$1.87M +$185K +1,863 +11%
TC
884
TownSquare Capital
Utah
$1.86M +$346K +3,490 +23%
MWM
885
Meridian Wealth Management
Kentucky
$1.86M -$2.23M -22,429 -54%
WC
886
Weil Company
California
$1.85M +$901K +9,081 +95%
Neuberger Berman Group
887
Neuberger Berman Group
New York
$1.85M +$376K +3,784 +25%
SWM
888
Stockman Wealth Management
Montana
$1.81M +$71K +715 +4%
BCM
889
Becker Capital Management
Oregon
$1.8M -$50.1K -505 -3%
CAS
890
Coppell Advisory Solutions
Texas
$1.79M +$130K +1,309 +8%
TFA
891
Transamerica Financial Advisors
Florida
$1.78M -$191K -1,923 -10%
AW
892
Avion Wealth
Texas
$1.75M -$37.3K -376 -2%
AI
893
Auour Investments
Massachusetts
$1.74M -$88.3K -901 -5%
AWP
894
Ascent Wealth Partners
New York
$1.74M +$57.4K +578 +3%
CB
895
Centennial Bank
Arkansas
$1.73M -$47.4K -478 -3%
FF
896
Farrell Financial
New York
$1.73M +$1.73M +18,411 New
FWA
897
FOCUS Wealth Advisors
Texas
$1.72M +$648K +6,529 +60%
IP
898
Ignite Planners
California
$1.72M +$177K +1,790 +11%
SHFA
899
SC&H Financial Advisors
Maryland
$1.72M +$110K +1,113 +7%
GA
900
Gateway Advisory
New Jersey
$1.71M +$15K +151 +0.9%
34 35
36
37 38