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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 %
SFP
976
Shepherd Financial Partners
Massachusetts
$1.36M -$7.48M -75,371 -85%
NFG
977
Nations Financial Group
Iowa
$1.36M +$70.1K +706 +5%
CIAS
978
Capital Investment Advisory Services
North Carolina
$1.36M +$392K +3,954 +41%
RFA
979
Resurgent Financial Advisors
Georgia
$1.35M +$923K +9,299 +215%
IAIM
980
International Assets Investment Management
Florida
$1.35M -$37.8K -381 -3%
TWM
981
TSA Wealth Management
Texas
$1.35M +$1.35M +13,586 New
HNWA
982
Henrickson Nauta Wealth Advisors
Michigan
$1.35M +$1.35M +13,572 New
TWP
983
Total Wealth Planning
Ohio
$1.35M -$8.83K -89 -0.7%
TPWA
984
TRUE Private Wealth Advisors
Oregon
$1.33M -$1.29M -12,987 -49%
ACA
985
Anchor Capital Advisors
Massachusetts
$1.33M – – –
CF
986
Clarity Financial
Texas
$1.33M +$125K +1,260 +10%
JSL
987
JT Stratford LLC
Georgia
$1.33M +$1.09M +10,974 +459%
RTL
988
Red Tortoise LLC
Georgia
$1.32M +$14.9K +150 +1%
FGAM
989
Financial Gravity Asset Management
Texas
$1.31M +$1.06K +18 +0.1%
RWM
990
RBA Wealth Management
California
$1.3M -$51.7K -521 -4%
ZF
991
Zhang Financial
Michigan
$1.3M -$234K -2,355 -15%
AF
992
Apollon Financial
South Carolina
$1.3M +$1.3M +13,102 New
CIA
993
Capital Investment Advisors
Georgia
$1.3M +$485K +4,891 +60%
WGCA
994
Wolf Group Capital Advisors
Virginia
$1.3M +$78.9K +806 +6%
SB
995
Strategic Blueprint
Georgia
$1.29M -$57K -574 -4%
UCB
996
United Community Bank
South Carolina
$1.29M -$29.5K -297 -2%
RW
997
Rede Wealth
Virginia
$1.29M -$851K -8,575 -40%
S
998
SignatureFD
Georgia
$1.29M -$123K -1,236 -9%
PWG
999
Private Wealth Group
Florida
$1.29M -$489K -4,928 -28%
BFC
1000
Blue Fin Capital
Rhode Island
$1.28M -$358K -3,605 -22%
38 39
40
41 42