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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 %
MWM
901
McNaughton Wealth Management
California
$1.71M -$252K -2,543 -13%
CFO
902
CVA Family Office
Colorado
$1.71M +$750K +7,553 +78%
PWMG
903
Provence Wealth Management Group
California
$1.7M +$321K +3,235 +23%
HFF
904
Halter Ferguson Financial
Indiana
$1.7M +$1.7M +17,145 New
DWP
905
Daymark Wealth Partners
Ohio
$1.7M -$168K -1,688 -9%
HW
906
Hamilton Wealth
California
$1.7M +$1.7M +17,101 New
ECA
907
Elevated Capital Advisors
Utah
$1.67M -$326K -3,281 -16%
DWA
908
Delos Wealth Advisors
Texas
$1.66M +$15.4K +155 +0.9%
BCM
909
Brasada Capital Management
Texas
$1.65M +$1.65M +16,651 New
NL
910
NVWM LLC
Pennsylvania
$1.65M +$702K +7,071 +74%
SAM
911
Summit Asset Management
Tennessee
$1.65M -$121K -1,216 -7%
KWA
912
Kingswood Wealth Advisors
California
$1.65M +$496K +5,000 +43%
RJTCONH
913
Raymond James Trust Company of New Hampshire
New Hampshire
$1.64M +$2.48K +25 +0.2%
IA
914
IFP Advisors
Florida
$1.64M -$317K -3,190 -16%
BCM
915
Bowie Capital Management
Texas
$1.64M – – –
GT
916
Glenview Trust
Kentucky
$1.63M +$263K +2,646 +19%
ECM
917
Evergreen Capital Management
Washington
$1.63M +$183K +1,847 +13%
IA
918
IFG Advisory
Georgia
$1.63M -$37.6K -379 -2%
BI
919
Ballast Inc
Kentucky
$1.63M +$32.5K +327 +2%
GM
920
GeoWealth Management
Illinois
$1.62M -$152K -1,530 -9%
RI
921
Rinkey Investments
California
$1.6M +$1.12M +11,264 +233%
RPCA
922
Running Point Capital Advisors
California
$1.6M +$382K +3,853 +32%
FNBT
923
FineMark National Bank & Trust
Florida
$1.59M -$574K -5,787 -27%
MWP
924
Madison Wealth Partners
Wisconsin
$1.58M -$306K -3,083 -16%
Tudor Investment Corp
925
Tudor Investment Corp
Connecticut
$1.58M +$1.58M +15,937 New
35 36
37
38 39