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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.

Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.75%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
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
1
Morgan Stanley
New York
$5.54B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
3
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
4
Prudential Financial
New Jersey
$738M
5
PEGL
5
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
2
Charles Schwab
California
$1.41B
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
4
Fiducient Advisors
Illinois
$4.99M
5
SAG
5
SageView Advisory Group
California
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$128M 1,292,841 +51,278 +4%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$124M 1,251,816 -157,453 -11%
Cerity Partners
78
Cerity Partners
New York
$124M 1,249,782 +326,114 +35%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$122M 1,228,912 +249,251 +25%
AssetMark Inc
80
AssetMark Inc
California
$122M 1,229,120 +255,776 +26%
CST
81
Charles Schwab Trust
Nevada
$120M 1,211,669 +52,315 +5%
SP
82
Stairway Partners
Illinois
$118M 1,193,504 +1,190 +0.1%
MSA
83
Mason Street Advisors
Wisconsin
$118M 1,184,500 +4,000 +0.3%
COCM
84
Charter Oak Capital Management
New Hampshire
$113M 1,137,353 +190,177 +20%
Corient Private Wealth
85
Corient Private Wealth
Florida
$107M 1,079,870 +118,153 +12%
MML Investors Services
86
MML Investors Services
Massachusetts
$106M 1,068,147 +170,666 +19%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$104M 1,051,055 +105,393 +11%
PS
88
Principal Securities
Iowa
$103M 1,033,622 +1,033,622 New
RA
89
Rational Advisors
New York
$101M 1,013,829 -74,691 -7%
DWM
90
Destination Wealth Management
California
$101M 1,012,806 -227,348 -18%
Sumitomo Mitsui Trust Group
91
Sumitomo Mitsui Trust Group
Japan
$98.5M 992,594 – –
SOMRS
92
State of Michigan Retirement System
Michigan
$97M 977,500 +510,000 +109%
CCWA
93
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$94.9M 955,774 +29,559 +3%
STA
94
Summit Trail Advisors
New York
$91.9M 925,981 -166,010 -15%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$90.9M 916,140 +536,151 +141%
B
96
Barings
North Carolina
$90.5M 911,537 +86,523 +10%
Lido Advisors
97
Lido Advisors
California
$89.8M 904,481 -149,317 -14%
RCG
98
Rock Creek Group
District of Columbia
$89.2M 895,991 +10,805 +1%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$88.3M 889,743 -54,688 -6%
KeyBank National Association
100
KeyBank National Association
Ohio
$86.7M 873,048 +36,921 +4%
2 3
4
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