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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 %
TCG
1076
Transcendent Capital Group
Oklahoma
$985K +$985K +9,925 New
SCM
1077
Spreng Capital Management
Ohio
$984K +$61.6K +621 +7%
LAM
1078
LifePro Asset Management
California
$981K +$70.5K +710 +8%
PO
1079
Private Ocean
California
$980K -$822K -8,286 -46%
OFS
1080
OneAscent Financial Services
Alabama
$978K +$668K +6,731 +216%
PCA
1081
Providence Capital Advisors
North Carolina
$977K +$52.1K +525 +6%
MFG
1082
Merit Financial Group
Georgia
$970K +$12.6K +127 +1%
NFW
1083
Noble Family Wealth
Florida
$969K -$23.5K -237 -2%
RAM
1084
Riggs Asset Management
Pennsylvania
$966K -$94.8K -955 -9%
USB
1085
Union Savings Bank
Connecticut
$961K -$53K -534 -5%
IPWA
1086
International Private Wealth Advisors
California
$960K +$960K +9,671 New
AHL
1087
Abel Hall LLC
Louisiana
$959K +$959K +9,664 New
EFA
1088
Evernest Financial Advisors
Indiana
$959K +$959K +9,660 New
PAM
1089
Palisade Asset Management
Minnesota
$958K +$379K +3,820 +65%
PFG
1090
Pinnacle Financial Group
Illinois
$950K +$950K +9,570 New
WAOI
1091
Wealth Advisors of Iowa
Iowa
$946K +$946K +9,535 New
CBFP
1092
Cedar Brook Financial Partners
Ohio
$944K -$89.8K -908 -9%
PRWA
1093
Platte River Wealth Advisors
Colorado
$943K -$107K -1,075 -10%
BB
1094
Busey Bank
Illinois
$942K -$1.35M -13,602 -59%
WAM
1095
WNY Asset Management
New York
$939K +$21.6K +218 +2%
CIBC Asset Management
1096
CIBC Asset Management
Ontario, Canada
$936K +$130K +1,312 +16%
IC
1097
Inscription Capital
Texas
$926K +$22.2K +224 +2%
FCA
1098
FinTrust Capital Advisors
South Carolina
$925K – – –
SAM
1099
Smartleaf Asset Management
Massachusetts
$922K +$922K +9,195 New
MA
1100
MCF Advisors
Kentucky
$918K +$77.2K +778 +9%
42 43
44
45 46