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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 %
CB
1376
Cadence Bank
Mississippi
$384K -$149K -1,500 -28%
RBC
1377
Romano Brothers & Co
Illinois
$383K -$155K -1,559 -29%
PAA
1378
Peregrine Asset Advisers
Oregon
$382K -$55.6K -560 -13%
ACM
1379
Advance Capital Management
Michigan
$382K -$7.24K -73 -2%
PMA
1380
Prudent Man Advisors
Illinois
$379K -$6.95K -70 -2%
SWA
1381
SOA Wealth Advisors
New York
$379K -$44K -443 -10%
SI
1382
Sprott Inc
Ontario, Canada
$378K +$378K +3,805 New
WJA
1383
Willis Johnson & Associates
Texas
$377K +$377K +3,800 New
BO
1384
Bank OZK
Arkansas
$376K +$376K +3,788 New
SL
1385
SWMG LLC
Texas
$376K -$24.8K -250 -6%
PG
1386
Proffitt & Goodson
Tennessee
$375K +$31.5K +317 +9%
ClearBridge Investments
1387
ClearBridge Investments
New York
$373K +$128K +1,292 +52%
HWA
1388
Heritage Wealth Advisors
Virginia
$371K +$99 +1 +0%
KA
1389
Kooman & Associates
Pennsylvania
$371K -$52.2K -526 -12%
IC
1390
IEQ Capital
California
$371K -$69.8K -703 -16%
BRM
1391
Boston Research & Management
Massachusetts
$368K -$26.4K -267 -7%
PBF
1392
Petix & Botte Financial
California
$367K -$22.7K -229 -6%
OWM
1393
Olympus Wealth Management
Utah
$366K +$366K +3,685 New
CJH
1394
Christopher J. Hasenberg
Wisconsin
$365K +$365K +3,679 New
Wealthfront Advisers
1395
Wealthfront Advisers
California
$365K +$42.9K +432 +13%
JFA
1396
JNBA Financial Advisors
Minnesota
$365K +$81.9K +825 +29%
FHC
1397
First Heartland Consultants
Missouri
$362K -$42.5K -428 -11%
CIR
1398
Clear Investment Research
Georgia
$360K +$695 +7 +0.2%
MCWA
1399
Meadow Creek Wealth Advisors
Georgia
$359K +$359K +3,615 New
MIH
1400
Meitav Investment House
Israel
$358K +$22.5K +227 +7%
54 55
56
57 58