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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 %
HR
1326
Howe & Rusling
New York
$449K -$41.8K -421 -9%
CD
1327
Chapin Davis
Maryland
$448K – – –
KFG
1328
Kingdom Financial Group
Arizona
$447K -$338K -3,406 -43%
TWP
1329
Tempus Wealth Planning
California
$445K -$40.6K -409 -8%
WEG
1330
World Equity Group
Illinois
$443K +$443K +4,466 New
CA
1331
Cornerstone Advisory
Maryland
$442K +$442K +4,457 New
VVP
1332
Venture Visionary Partners
Ohio
$442K +$442K +4,453 New
WFA
1333
Wade Financial Advisory
California
$437K +$3.08K +31 +0.7%
APW
1334
Aurora Private Wealth
New Jersey
$436K +$436K +4,393 New
BWM
1335
Bulltick Wealth Management
Florida
$434K +$434K +4,370 New
GCA
1336
Guardian Capital Advisors
Ontario, Canada
$434K +$86.4K +877 +25%
BL
1337
BFSG LLC
California
$433K -$7.44K -75 -2%
CAM
1338
Cubic Asset Management
Massachusetts
$427K -$20.5K -207 -5%
MCG
1339
McCollum Christoferson Group
New York
$427K – – –
SDWMA
1340
Schneider Downs Wealth Management Advisors
Pennsylvania
$425K +$425K +4,287 New
CCP
1341
Clarity Capital Partners
California
$425K +$425K +4,281 New
BOSSRA
1342
B.O.S.S. Retirement Advisors
Utah
$424K -$449K -4,520 -51%
ZIG
1343
Zullo Investment Group
Pennsylvania
$422K -$33.9K -342 -7%
CT
1344
Columbia Trust
Oregon
$420K +$46.8K +472 +13%
EHC
1345
Everett Harris & Co
California
$420K – – –
AEPWM
1346
Atlantic Edge Private Wealth Management
Florida
$420K +$420K +4,229 New
FMP
1347
Financial Management Professionals
Texas
$417K -$25.5K -257 -6%
FCP
1348
Fidelis Capital Partners
Florida
$414K +$414K +4,169 New
TPW
1349
TL Private Wealth
Texas
$414K +$414K +4,168 New
AC
1350
Abbrea Capital
California
$413K -$86.8K -875 -17%
52 53
54
55 56