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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 %
Pathstone Holdings
951
Pathstone Holdings
New Jersey
$1.44M +$1.44M +14,497 New
WFA
952
WestHill Financial Advisors
California
$1.44M +$17K +171 +1%
ACA
953
Aptus Capital Advisors
Alabama
$1.44M -$280K -2,823 -16%
CAGAS
954
Capital Advisory Group Advisory Services
Minnesota
$1.43M -$34.5K -348 -2%
SS
955
Sound Stewardship
Kansas
$1.43M -$94.7K -954 -6%
GTAM
956
Global Trust Asset Management
Florida
$1.43M +$291K +2,934 +26%
JFG
957
JMG Financial Group
Illinois
$1.43M +$25.6K +258 +2%
FSG
958
Financial Strategies Group
Michigan
$1.42M +$59.8K +612 +4%
NEPWA
959
New England Private Wealth Advisors
Massachusetts
$1.42M +$16K +161 +1%
CF
960
Copperwynd Financial
Arizona
$1.41M +$1.11M +11,137 +358%
VFA
961
Voya Financial Advisors
Connecticut
$1.41M +$137K +1,380 +11%
CPRC
962
Consolidated Portfolio Review Corp
New York
$1.41M -$176K -1,773 -11%
TWM
963
Tolleson Wealth Management
Texas
$1.41M -$2.46M -24,838 -64%
SIA
964
Schechter Investment Advisors
Michigan
$1.41M +$11.9K +120 +0.9%
ZCM
965
Ziegler Capital Management
Illinois
$1.41M – – –
AIS
966
American Investment Services
Massachusetts
$1.4M -$49.9K -503 -3%
OWA
967
Octavia Wealth Advisors
Ohio
$1.4M +$1.14M +11,517 +441%
RF
968
RHS Financial
California
$1.4M +$442K +4,449 +46%
TFGT
969
TS Financial Group (TSFG)
Illinois
$1.4M -$111K -1,121 -7%
GSWM
970
Greenup Street Wealth Management
Michigan
$1.39M -$263K -2,649 -16%
RIM
971
Rockbridge Investment Management
New York
$1.38M -$38.5K -388 -3%
VCM
972
Virtue Capital Management
Tennessee
$1.37M +$225K +2,294 +20%
CA
973
Clearstead Advisors
Ohio
$1.37M +$814K +8,199 +146%
JFG
974
Jefferies Financial Group
New York
$1.37M +$598K +6,021 +77%
SC
975
Sepio Capital
Utah
$1.36M +$1.03M +10,428 +314%
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