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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 %
MG
1201
Mather Group
Illinois
$633K +$154K +1,548 +32%
CA
1202
Cambridge Advisors
Nebraska
$630K -$19.9K -200 -3%
CQS
1203
Credential Qtrade Securities
$629K +$59.1K +596 +10%
MWA
1204
MN Wealth Advisors
Kansas
$626K +$626K +6,305 New
ERWM
1205
Elk River Wealth Management
Colorado
$622K -$1.14M -11,495 -65%
TW
1206
TritonPoint Wealth
Maryland
$621K +$621K +6,259 New
CPA
1207
Clear Point Advisors
New York
$620K +$620K +6,245 New
PSCM
1208
Per Stirling Capital Management
Texas
$618K +$269K +2,709 +77%
D
1209
Diversified
Delaware
$616K -$45.5K -458 -7%
IWN
1210
Independent Wealth Network
Iowa
$613K +$17.8K +179 +3%
WF
1211
Welch & Forbes
Massachusetts
$613K +$45.6K +459 +8%
LRIA
1212
Leonard Rickey Investment Advisors
Washington
$610K +$38.5K +388 +7%
OPWM
1213
Oxinas Partners Wealth Management
Indiana
$609K +$609K +6,133 New
OPA
1214
Old Port Advisors
Maine
$608K -$113K -1,140 -16%
WP
1215
WealthPLAN Partners
Nebraska
$607K -$209K -2,107 -26%
AWM
1216
Activest Wealth Management
Florida
$606K +$588K +5,929 +3,388%
PS
1217
Planned Solutions
California
$605K +$120K +1,212 +25%
CG
1218
CFO4Life Group
Texas
$605K -$609K -6,135 -50%
RT
1219
Rockland Trust
Massachusetts
$605K – – –
JPLA
1220
Joseph P. Lucia & Associates
New York
$603K +$309K +3,114 +105%
EL
1221
EWA LLC
Pennsylvania
$603K -$4.97M -50,461 -89%
TCM
1222
Traynor Capital Management
Pennsylvania
$599K -$156K -1,573 -21%
NW
1223
Naviter Wealth
Arkansas
$594K -$45.9K -462 -7%
CCFM
1224
Clear Creek Financial Management
Washington
$593K +$27.8K +280 +5%
CCA
1225
Childress Capital Advisors
Texas
$588K +$17.7K +178 +3%
47 48
49
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