AGG icon

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 %
TAM
1051
Titleist Asset Management
Texas
$1.08M +$18.5K +186 +2%
QWM
1052
Quadcap Wealth Management
Texas
$1.08M +$1.08M +10,837 New
HWM
1053
Horizons Wealth Management
North Carolina
$1.07M +$489K +4,925 +84%
CA
1054
Claro Advisors
Massachusetts
$1.07M -$174K -1,750 -14%
DPI
1055
Diversified Portfolios Inc
Michigan
$1.06M -$618K -6,227 -37%
Vanguard Group
1056
Vanguard Group
Pennsylvania
$1.06M +$40.7K +410 +4%
PF
1057
Penney Financial
Texas
$1.06M +$1.06M +10,631 New
PFG
1058
Pacific Financial Group
Washington
$1.05M -$9.03K -91 -0.8%
VC
1059
Veracity Capital
Georgia
$1.05M -$36K -363 -3%
GF
1060
Gries Financial
Ohio
$1.04M -$43.7K -440 -4%
SC
1061
Stephens Consulting
Michigan
$1.04M -$733K -7,383 -41%
BFW
1062
Brady Family Wealth
Missouri
$1.04M +$626K +6,307 +152%
FLPIM
1063
F.L. Putnam Investment Management
Massachusetts
$1.04M -$282K -2,843 -21%
PWMAG
1064
Pinnacle Wealth Management Advisory Group
New Jersey
$1.03M +$213K +2,143 +26%
BSW
1065
Buckingham Strategic Wealth
Missouri
$1.03M +$545K +5,492 +112%
MAS
1066
Madden Advisory Services
Florida
$1.03M -$582K -5,867 -36%
WWA
1067
WCG Wealth Advisors
Nevada
$1.03M +$1.03M +10,325 New
NWM
1068
Napa Wealth Management
California
$1.02M +$1.02M +10,296 New
NP
1069
Nilsine Partners
Colorado
$1.02M +$1.89K +19 +0.2%
PWC
1070
PYA Waltman Capital
Tennessee
$1.02M +$293K +2,956 +41%
LCWP
1071
Legacy Capital Wealth Partners
Arkansas
$1M -$148K -1,492 -13%
EIP
1072
Ellis Investment Partners
Pennsylvania
$997K +$91.4K +921 +10%
TIM
1073
Thompson Investment Management
Wisconsin
$994K +$994K +10,011 New
CTA
1074
Colonial Trust Advisors
South Carolina
$989K +$179K +1,801 +22%
BG
1075
Benedetti & Gucer
Georgia
$989K +$3.08K +31 +0.3%
41 42
43
44 45