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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 %
PIA
1301
Pinion Investment Advisors
Kansas
$476K -$324K -3,269 -41%
FFA
1302
Fragasso Financial Advisors
Pennsylvania
$475K -$50K -504 -10%
YAL
1303
Your Advocates Ltd
Texas
$474K -$87.3K -880 -16%
MFWP
1304
Mosaic Family Wealth Partners
Missouri
$474K +$474K +4,778 New
HIM
1305
Hanlon Investment Management
New Jersey
$474K -$102K -1,029 -18%
TFG
1306
Tilson Financial Group
New Jersey
$472K -$175K -1,759 -27%
AWC
1307
Abundance Wealth Counselors
Pennsylvania
$469K +$469K +4,725 New
AM
1308
AGF Management
Ontario, Canada
$466K +$19.9K +200 +4%
AWA
1309
Arkadios Wealth Advisors
Georgia
$466K +$241K +2,431 +107%
GC
1310
GFG Capital
Florida
$466K – – –
MC
1311
Middleton & Co
Massachusetts
$465K – – –
VFPI
1312
Vantage Financial Partners (Illinois)
Illinois
$464K +$464K +4,675 New
KCM
1313
Kanawha Capital Management
Virginia
$463K +$463K +4,669 New
PFA
1314
Peak Financial Advisors
Colorado
$462K +$462K +4,653 New
T
1315
Tidemark
California
$460K +$460K +4,635 New
GL
1316
Gerber LLC
Ohio
$458K +$458K +4,619 New
GAB
1317
German American Bancorp
Indiana
$457K – – –
MM
1318
Meridian Management
Arkansas
$457K +$457K +4,676 New
SPA
1319
Sentinel Pension Advisors
Massachusetts
$456K -$2.78K -28 -0.6%
JWCA
1320
J.W. Coons Advisors
Ohio
$455K -$24.8K -250 -5%
AP
1321
Americana Partners
Texas
$452K +$151K +1,525 +50%
SWP
1322
Strategic Wealth Partners
Ohio
$452K +$76.2K +768 +20%
HHGA
1323
Halbert Hargrove Global Advisors
California
$450K +$2.78K +28 +0.6%
EWA
1324
Evolution Wealth Advisors
Florida
$450K +$450K +4,533 New
BJL
1325
Brighton Jones LLC
Washington
$450K -$485K -4,888 -52%
51 52
53
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