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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 %
HT
1176
Heritage Trust
Oklahoma
$686K +$79.4K +800 +13%
BP
1177
BBR Partners
New York
$684K +$121K +1,223 +22%
PP
1178
Patron Partners
Texas
$684K -$128K -1,289 -16%
HIP
1179
HUB Investment Partners
Texas
$684K +$210K +2,113 +44%
AC
1180
Annandale Capital
Texas
$679K -$65K -655 -9%
SCA
1181
Stonebridge Capital Advisors
Minnesota
$675K +$2.48K +25 +0.4%
VFIC
1182
Valley Forge Investment Consultants
Pennsylvania
$674K -$139K -1,405 -17%
BRIA
1183
Balanced Rock Investment Advisors
Massachusetts
$667K +$667K +6,725 New
SP
1184
Successful Portfolios
Florida
$667K +$38.2K +385 +6%
FA
1185
Fiduciary Alliance
South Carolina
$666K -$4.28M -43,159 -87%
CFFP
1186
Center for Financial Planning
Michigan
$664K +$279K +2,815 +73%
AAG
1187
Armstrong Advisory Group
Massachusetts
$657K +$27.3K +275 +4%
SSC
1188
Syverson Strege & Co
Iowa
$656K -$40.5K -408 -6%
NA
1189
Nottingham Advisors
New York
$653K – – –
HBT
1190
Heartland Bank & Trust
Illinois
$651K +$651K +6,563 New
SFG
1191
StrategIQ Financial Group
Indiana
$650K +$85.7K +863 +15%
2L
1192
25 LLC
Missouri
$648K +$122K +1,227 +23%
AMR
1193
Asset Management Resources
Massachusetts
$648K -$349K -3,513 -35%
HWM
1194
HighMark Wealth Management
Minnesota
$647K +$628K +6,330 +3,280%
BC
1195
Burney Company
Virginia
$646K -$30.9K -311 -5%
SWA
1196
Strategies Wealth Advisors
Michigan
$645K -$32.8K -330 -5%
AWMS
1197
Advocacy Wealth Management Services
Georgia
$640K -$28.3K -285 -4%
EWM
1198
Empirical Wealth Management
Washington
$640K -$43.7K -440 -6%
LNB
1199
Ledyard National Bank
$638K +$60.9K +614 +11%
CA
1200
Calton & Associates
Florida
$633K +$633K +6,382 New
46 47
48
49 50