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 %
CAM
1126
Cidel Asset Management
Ontario, Canada
$839K -$819K – –
EWM
1127
Evercore Wealth Management
New York
$837K +$837K +8,432 New
SCM
1128
Seascape Capital Management
New Hampshire
$832K -$77.8K -784 -9%
DP
1129
Dearborn Partners
Illinois
$832K -$6.75K -68 -0.8%
CCB
1130
Country Club Bank
Missouri
$832K +$39.7K +399 +5%
BWAM
1131
Boyd Watterson Asset Management
Ohio
$831K -$374K -3,772 -31%
BHB
1132
Bank Hapoalim BM
Israel
$829K – – –
VWM
1133
Vigilare Wealth Management
Arizona
$828K -$2.76M -27,857 -77%
IAG
1134
Investment Advisory Group
Massachusetts
$825K +$16.6K +167 +2%
Bank Julius Baer & Co
1135
Bank Julius Baer & Co
Switzerland
$825K +$104K +1,045 +14%
FAM
1136
Flaharty Asset Management
Florida
$821K -$206K -2,079 -20%
IW
1137
Imprint Wealth
South Carolina
$819K -$992 -10 -0.1%
GA
1138
GFS Advisors
Texas
$814K -$397K -4,000 -33%
EIA
1139
Edgemoor Investment Advisors
Maryland
$811K +$274K +2,760 +51%
JIP
1140
Jaffetilchin Investment Partners
Florida
$807K -$86.3K -870 -10%
CIC
1141
Carnegie Investment Counsel
Ohio
$793K +$107K +1,077 +16%
USCWA
1142
U.S. Capital Wealth Advisors
Texas
$791K +$97.7K +984 +14%
PFA
1143
Pathway Financial Advisors
Vermont
$789K +$330K +3,321 +72%
MAM
1144
MMA Asset Management
Pennsylvania
$779K -$13.7K -138 -2%
IFAM
1145
Institutional & Family Asset Management
Colorado
$777K +$773K +7,792 +20,505%
CWS
1146
Cypress Wealth Services
California
$774K -$168K -1,690 -18%
LA
1147
Latitude Advisors
Florida
$770K -$119K -1,199 -13%
SFS
1148
Summit Financial Strategies
Ohio
$768K +$3.57K +36 +0.5%
TA
1149
TFB Advisors
Kansas
$766K +$766K +7,714 New
WWM
1150
Waterway Wealth Management
Texas
$756K +$756K +7,619 New
44 45
46
47 48