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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 %
CFFNO
1151
Common Fund For Nonprofit Organizations
Connecticut
$753K +$753K +7,588 New
FWP
1152
FAS Wealth Partners
Kansas
$751K +$242K +2,439 +48%
OGF
1153
Orin Green Financial
California
$750K -$22.7K -229 -3%
BCM
1154
Boltwood Capital Management
California
$749K – – –
TCA
1155
Transcend Capital Advisors
New Jersey
$749K +$312K +3,146 +72%
SCA
1156
Stillwater Capital Advisors
Pennsylvania
$747K – – –
HWA
1157
HHM Wealth Advisors
Tennessee
$743K -$112K -1,125 -13%
CFD
1158
Creative Financial Designs
Indiana
$743K +$185K +1,860 +33%
SXL
1159
Summit X LLC
Missouri
$743K -$915K -8,688 -55%
TF
1160
Tompkins Financial
New York
$741K -$17.8K -179 -2%
HFA
1161
Highland Financial Advisors
New Jersey
$740K +$122K +1,230 +20%
HFS
1162
Howard Financial Services
Texas
$739K +$154K +1,548 +26%
ICM
1163
Islay Capital Management
Texas
$739K +$739K +7,447 New
TPWA
1164
Twin Peaks Wealth Advisors
California
$738K +$738K +7,439 New
BFM
1165
Boothbay Fund Management
New York
$735K +$735K +7,406 New
AIA
1166
Angeles Investment Advisors
California
$734K – – –
Deutsche Bank
1167
Deutsche Bank
Germany
$723K – – –
FAG
1168
Fortitude Advisory Group
Washington
$718K +$56.6K +570 +9%
CSPAM
1169
Cary Street Partners Asset Management
Virginia
$717K +$717K +7,226 New
AC
1170
Apella Capital
Connecticut
$713K +$22.7K +231 +3%
MCI
1171
MRP Capital Investments
Georgia
$708K +$708K +7,137 New
SIS
1172
Strategic Investment Solutions
Illinois
$707K -$33.2M -334,290 -98%
NL
1173
NDWM LLC
California
$703K +$703K +7,083 New
UWM
1174
USAdvisors Wealth Management
Minnesota
$695K -$370K -3,728 -35%
WF
1175
Warner Financial
Maryland
$689K -$237K -2,393 -26%
45 46
47
48 49