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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 %
CGA
1026
Crescent Grove Advisors
Illinois
$1.19M -$208K -2,099 -15%
WS
1027
Wedbush Securities
California
$1.18M -$106K -1,067 -8%
CWM
1028
CIBC World Markets
New York
$1.18M -$27.6K -278 -2%
AIA
1029
Affinity Investment Advisors
California
$1.18M – – –
LWM
1030
LongView Wealth Management
Georgia
$1.18M +$1.18M +11,954 New
PWP
1031
Phillips Wealth Planners
Mississippi
$1.16M +$118K +1,199 +11%
GC
1032
Guidance Capital
Kentucky
$1.16M +$1.16M +11,698 New
PI
1033
PineBridge Investments
New York
$1.14M -$29.8K -300 -3%
SIC
1034
Salem Investment Counselors
North Carolina
$1.14M +$251K +2,531 +28%
FH
1035
FWG Holdings
Florida
$1.14M -$852K -8,648 -43%
MFG
1036
MidWestOne Financial Group
Iowa
$1.13M +$366K +3,689 +48%
SA
1037
Stewardship Advisors
Pennsylvania
$1.13M +$616K +6,204 +119%
CT
1038
Colonial Trust
South Carolina
$1.12M +$646K +6,507 +135%
TCM
1039
Towneley Capital Management
California
$1.12M +$1.12M +11,280 New
AC
1040
ASB Consultores
Florida
$1.11M – – –
FC
1041
Financial Consulate
Maryland
$1.1M +$79.9K +805 +8%
EP
1042
Edgestream Partners
New Jersey
$1.1M +$715K +7,207 +184%
I
1043
INVST
Indiana
$1.1M -$538K -5,477 -33%
BBNA
1044
Bremer Bank National Association
Minnesota
$1.1M +$489K +4,928 +80%
BPWM
1045
Badgley Phelps Wealth Managers
Washington
$1.1M +$797K +8,027 +263%
FWM
1046
Forza Wealth Management
Florida
$1.1M -$978K -9,850 -47%
LPAM
1047
Lodestar Private Asset Management
California
$1.1M -$154K -1,553 -12%
GT
1048
Greenleaf Trust
Michigan
$1.09M +$372K +3,751 +52%
HWM
1049
HRC Wealth Management
Idaho
$1.08M +$1.08M +10,916 New
CCG
1050
Cypress Capital Group
Florida
$1.08M -$180K -1,818 -14%
40 41
42
43 44