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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 %
FAN
1351
Financial Advisors Network
California
$412K -$19.7K -198 -5%
HAC
1352
Harbor Advisory Corp
New Hampshire
$412K – – –
WG
1353
Watchman Group
Texas
$407K +$794 +8 +0.2%
W
1354
WealthCollab
Washington
$405K +$405K +4,082 New
CRC
1355
Curi RMB Capital
Illinois
$405K +$81K +816 +25%
HFP
1356
Holistic Financial Partners
Indiana
$405K -$134K -1,350 -25%
SS
1357
Sunbelt Securities
Texas
$403K +$243K +2,453 +152%
WA
1358
Wealthstar Advisors
Texas
$403K -$21.8K -220 -5%
AT
1359
Arden Trust
Delaware
$402K -$126K -1,265 -24%
TA
1360
TrueWealth Advisors
Alabama
$401K -$107K -1,076 -21%
ETIA
1361
Epic Trust Investment Advisors
Washington
$400K -$223K -2,245 -36%
CWA
1362
Centennial Wealth Advisory
Michigan
$400K -$32.4K -326 -7%
SC
1363
Solstein Capital
California
$399K – – –
AC
1364
Avestar Capital
New York
$397K +$397K +4,000 New
BCM
1365
Brookmont Capital Management
Texas
$397K -$48K -484 -11%
FRA
1366
Frank Rimerman Advisors
California
$397K – – –
HS
1367
Horan Securities
United States
$396K -$106K -1,063 -21%
NAM
1368
NTV Asset Management
West Virginia
$395K +$173K +1,745 +78%
SSW
1369
Stone Summit Wealth
Florida
$392K -$182K -1,838 -32%
SIM
1370
SSI Investment Management
California
$392K -$10.6K -107 -3%
MA
1371
MONECO Advisors
Connecticut
$390K +$43.9K +442 +13%
NSIM
1372
North Star Investment Management
Illinois
$389K +$57.2K +576 +17%
BWP
1373
BSW Wealth Partners
Colorado
$388K -$99 -1 -0%
LLWM
1374
Life Line Wealth Management
California
$386K +$386K +3,887 New
AT
1375
American Trust
Kentucky
$385K -$138K -1,389 -26%
53 54
55
56 57