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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 %
ACM
1276
Advisors Capital Management
New Jersey
$510K +$510K +5,140 New
Simplex Trading
1277
Simplex Trading
Illinois
$507K +$232K +2,341 +84%
MSCM
1278
McElhenny Sheffield Capital Management
Texas
$507K +$105K +1,056 +26%
BCM
1279
Bourgeon Capital Management
Connecticut
$505K +$164K +1,655 +48%
BFM
1280
Boston Financial Management
Massachusetts
$505K +$45.2K +455 +10%
SFG
1281
Sovereign Financial Group
Connecticut
$503K -$743K -7,482 -60%
WAL
1282
W Advisors LLC
Tennessee
$498K +$134K +1,347 +37%
KFP
1283
KMG Fiduciary Partners
Ohio
$497K +$191K +1,928 +63%
NWM
1284
Northwest Wealth Management
Iowa
$497K -$27.8K -280 -5%
CFCI
1285
Comprehensive Financial Consultants Institutional
Indiana
$496K -$3.87K -39 -0.8%
FWA
1286
FSC Wealth Advisors
New York
$495K +$495K +4,986 New
PWS
1287
Peterson Wealth Services
Utah
$494K +$494K +4,980 New
EW
1288
Evoke Wealth
California
$494K -$2.19M -22,066 -82%
BDFN
1289
Bond & Devick Financial Network
Minnesota
$493K +$2.08K +21 +0.4%
CA
1290
Continuum Advisory
Idaho
$492K +$109K +1,096 +28%
TCM
1291
Triumph Capital Management
Colorado
$492K +$99.1K +998 +25%
MW
1292
Maia Wealth
Colorado
$490K +$490K +4,934 New
BC
1293
Bakala Capital
South Carolina
$489K +$489K +4,930 New
WCM
1294
Windham Capital Management
Massachusetts
$489K -$261K -2,626 -35%
VCS
1295
Vaughan & Co Securities
New Jersey
$489K – – –
Allianz Asset Management
1296
Allianz Asset Management
Germany
$486K – – –
FWA
1297
FSM Wealth Advisors
Ohio
$483K -$27.8K -280 -5%
BFA
1298
Beaumont Financial Advisors
Massachusetts
$482K -$232K -2,334 -32%
AFA
1299
Alpha Financial Advisors
North Carolina
$478K +$11.8K +119 +3%
GWM
1300
GDS Wealth Management
Texas
$476K +$106K +1,066 +29%
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52
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