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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.

Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.75%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
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
1
Morgan Stanley
New York
$5.54B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
3
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
4
Prudential Financial
New Jersey
$738M
5
PEGL
5
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
2
Charles Schwab
California
$1.41B
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
4
Fiducient Advisors
Illinois
$4.99M
5
SAG
5
SageView Advisory Group
California
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
GBWM
101
Granite Bay Wealth Management
New Hampshire
$86.2M 914,678 -1,158,535 -56%
GLLW
102
Graves Light Lenhart Wealth
Virginia
$85.7M 863,350 -96,595 -10%
Schroder Investment Management Group
103
Schroder Investment Management Group
United Kingdom
$84.2M 848,213 -84,514 -9%
MCWS
104
McKinley Carter Wealth Services
West Virginia
$83.6M 842,408 -19,524 -2%
Fisher Asset Management
105
Fisher Asset Management
Washington
$83.5M 841,285 +28,132 +3%
TC
106
Trust Company
Kansas
$83.4M 840,401 +208,380 +33%
KWM
107
Kingsview Wealth Management
Oregon
$83M 835,947 +155,901 +23%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$81.5M 821,644 -162,820 -17%
R
109
Rebalance
California
$81.5M 821,638 +55,826 +7%
BWM
110
Baystate Wealth Management
Massachusetts
$81.1M 817,022 +136,412 +20%
BPA
111
Beacon Pointe Advisors
California
$79.5M 800,924 -9,812 -1%
OPS
112
Orion Portfolio Solutions
Nebraska
$77.3M 783,839 +92,836 +13%
BCI
113
Brinker Capital Investments
Pennsylvania
$77.3M 783,839 +92,836 +13%
CWG
114
Cornerstone Wealth Group
North Carolina
$76.9M 774,612 +410,278 +113%
AF
115
Alerus Financial
North Dakota
$76.4M 769,430 +26,305 +4%
JHCM
116
Juniper Hill Capital Management
California
$73.1M 736,489 -648,706 -47%
M&T Bank
117
M&T Bank
New York
$72.3M 728,187 +120,544 +20%
SCM
118
Steele Capital Management
Iowa
$72.2M 727,697 +727,697 New
BAAM
119
Baker Avenue Asset Management
California
$72.2M 727,181 +718,197 +7,994%
AWM
120
AE Wealth Management
Kansas
$70M 714,056 +140,116 +24%
NA
121
NewEdge Advisors
Louisiana
$69.9M 711,003 -58,825 -8%
SCP
122
Stamos Capital Partners
California
$69.8M 703,050 -170,710 -20%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$69M 695,114 +122,350 +21%
CWM
124
Campbell Wealth Management
Virginia
$68.7M 692,620 +14,470 +2%
EA
125
Efficient Advisors
Ohio
$68.2M 687,357 +39,239 +6%
3 4
5
6 7