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 %
DL
1101
DOHJ LLC
Washington
$915K -$3.99M -40,189 -81%
WI
1102
Wintrust Investments
Illinois
$911K +$262K +2,644 +40%
PCA
1103
Pallas Capital Advisors
Massachusetts
$911K +$911K +9,175 New
MFIM
1104
Mesirow Financial Investment Management
Illinois
$909K +$909K +9,159 New
IIC
1105
Integrated Investment Consultants
Michigan
$909K +$323K +3,253 +55%
VF
1106
Vawter Financial
Ohio
$905K +$588K +5,925 +186%
EP
1107
Eudaimonia Partners
Tennessee
$903K -$395K -3,978 -30%
MYIA
1108
Mount Yale Investment Advisors
Colorado
$903K +$11.5K +116 +1%
EFG
1109
Ethos Financial Group
Pennsylvania
$896K +$146K +1,472 +19%
OWM
1110
Orgel Wealth Management
Wisconsin
$895K +$895K +9,014 New
VAG
1111
Vannoy Advisory Group
Texas
$892K +$892K +8,991 New
Qube Research & Technologies (QRT)
1112
Qube Research & Technologies (QRT)
United Kingdom
$891K – – –
PIA
1113
Perennial Investment Advisors
California
$885K -$199K -2,003 -18%
RIG
1114
RiverFront Investment Group
Virginia
$885K -$14.1M -142,221 -94%
PCM
1115
Pointe Capital Management
Michigan
$884K +$884K +8,909 New
FTCM
1116
First Trust Capital Management
Illinois
$872K +$872K +8,785 New
BWM
1117
BKM Wealth Management
Wisconsin
$872K +$872K +8,784 New
BWP
1118
Bernardo Wealth Planning
Pennsylvania
$866K +$9.53K +96 +1%
SCA
1119
Snowden Capital Advisors
New York
$861K +$193K +1,942 +29%
PWA
1120
Physician Wealth Advisors
Utah
$857K -$233K -2,375 -21%
MSK
1121
Melissa S. Kampmann
$856K +$9.43K +95 +1%
LNWWM
1122
Laird Norton Wetherby Wealth Management
California
$854K +$273K +2,746 +47%
ACM
1123
AlphaStar Capital Management
North Carolina
$846K -$42.8K -431 -5%
HWM
1124
HFG Wealth Management
Texas
$846K +$846K +8,520 New
RFA
1125
Register Financial Advisors
Georgia
$841K +$162K +1,633 +24%
43 44
45
46 47