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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 %
DCC
926
Dow Chemical Company
Michigan
$1.58M – – –
EC
927
Estate Counselors
Wisconsin
$1.57M +$1.57M +15,815 New
SAM
928
Synergy Asset Management
Washington
$1.57M +$843K +8,497 +116%
FPGT
929
Financial Partners Group (Tennessee)
Tennessee
$1.57M +$1.57M +15,771 New
HWMC
930
Heritage Wealth Management (California)
California
$1.56M +$1.56M +15,734 New
BMC
931
Bear Mountain Capital
Washington
$1.56M +$1.56M +15,821 New
KBFS
932
Kohmann Bosshard Financial Services
Ohio
$1.55M -$191K -1,920 -11%
MIC
933
Means Investment Company
Maine
$1.55M -$53.9K -543 -3%
LA
934
Lifeworks Advisors
Michigan
$1.55M +$287K +2,893 +23%
RGF
935
Retirement Guys Formula
Ohio
$1.53M -$206K -2,080 -12%
AP
936
Agilis Partners
Massachusetts
$1.53M +$1.53M +15,373 New
ACM
937
AUA Capital Management
Pennsylvania
$1.52M +$277K +2,795 +22%
GFG
938
Goldstone Financial Group
Illinois
$1.51M -$5.26M -53,040 -78%
NFP
939
Narus Financial Partners
Utah
$1.51M -$194K -1,956 -11%
CV
940
Counterweight Ventures
North Carolina
$1.5M +$1.5M +15,150 New
WA
941
WBH Advisory
Maryland
$1.5M -$3.41M -34,391 -69%
SIM
942
Stratos Investment Management
Ohio
$1.5M +$1.5M +15,079 New
KWMG
943
King Wealth Management Group
Florida
$1.49M -$148K -1,494 -9%
PIA
944
Panoramic Investment Advisors
Colorado
$1.48M -$3.09M -31,125 -68%
PB
945
Pinnacle Bancorp
Nebraska
$1.48M +$426K +4,293 +40%
TVAMP
946
Tennessee Valley Asset Management Partners
Tennessee
$1.48M +$1.09M +10,957 +280%
OP
947
ORG Partners
Indiana
$1.46M +$906K +9,119 +162%
JCM
948
Jacobi Capital Management
Pennsylvania
$1.46M -$32.3K -325 -2%
GWM
949
GSB Wealth Management
Connecticut
$1.46M -$70K -705 -5%
JPG
950
Jordan Park Group
California
$1.46M -$2.06M -20,753 -59%
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