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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 %
APWA
1001
Atlas Private Wealth Advisors
New Jersey
$1.28M -$3.09M -31,128 -71%
SP
1002
Stonebrook Private
Michigan
$1.26M +$1.26M +12,736 New
RFG
1003
Range Financial Group
Oregon
$1.26M +$60.5K +610 +5%
JWBC
1004
John W. Brooker & Co
California
$1.26M -$273K -2,749 -18%
AWM
1005
Accel Wealth Management
Iowa
$1.25M +$167K +1,679 +15%
LJAC
1006
L.J. Altfest & Co
New York
$1.25M -$106K -1,068 -8%
TTWM
1007
TCV Trust & Wealth Management
Virginia
$1.25M +$164K +1,649 +15%
VFG
1008
V2 Financial group
Illinois
$1.25M +$164K +1,650 +15%
CPL
1009
CAP Partners LLC
Tennessee
$1.25M +$1.25M +12,546 New
SAI
1010
Savvy Advisors Inc
New York
$1.24M +$1.24M +12,521 New
WP
1011
WealthSource Partners
California
$1.24M -$235K -2,370 -16%
BCA
1012
Bay Colony Advisors
Massachusetts
$1.24M +$587K +5,910 +90%
NS
1013
NBC Securities
Alabama
$1.23M +$287K +2,891 +30%
IWA
1014
Invera Wealth Advisors
Oregon
$1.23M +$1.23M +12,382 New
PCMF
1015
Private Capital Management (Florida)
Florida
$1.23M +$33.1K +333 +3%
CP
1016
Castleview Partners
Texas
$1.22M +$1.15M +11,579 +1,578%
IPW
1017
Intergy Private Wealth
Colorado
$1.22M +$57.7K +581 +5%
PCS
1018
Private Client Services
Kentucky
$1.22M +$1.22M +12,299 New
MFA
1019
Mayflower Financial Advisors
Massachusetts
$1.2M -$276K -2,782 -19%
DI
1020
DFPG Investments
Utah
$1.2M +$149K +1,507 +14%
SA
1021
Strategic Advocates
Utah
$1.2M -$442K -4,451 -27%
ISL
1022
Ingalls & Snyder LLC
New York
$1.2M – – –
GPA
1023
Garrison Point Advisors
California
$1.2M +$38.7K +390 +3%
SFG
1024
Sage Financial Group
Pennsylvania
$1.19M +$570K +5,744 +91%
CAM
1025
Crestone Asset Management
Colorado
$1.19M +$1.19M +12,016 New
39 40
41
42 43