AGG icon

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 %
SCM
1401
Stordahl Capital Management
Colorado
$357K +$130K +1,309 +57%
HCP
1402
Hexagon Capital Partners
Arkansas
$356K -$75.1K -757 -17%
SC
1403
SouthState Corp
Florida
$354K +$120K +1,214 +52%
GW
1404
GW & Wade
Massachusetts
$352K -$143K -1,443 -29%
BWM
1405
Benchmark Wealth Management
Connecticut
$350K -$350K -3,526 -50%
Jane Street
1406
Jane Street
New York
$347K +$347K +3,500 New
HDIM
1407
Hanson & Doremus Investment Management
Vermont
$347K -$79.4K -799 -19%
EWM
1408
Executive Wealth Management
Michigan
$346K +$346K +3,489 New
HIA
1409
Harbor Investment Advisory
Maryland
$344K +$252K +2,535 +272%
NGA
1410
Naples Global Advisors
Florida
$344K +$344K +3,465 New
RMC
1411
Regis Management Company
California
$343K – – –
GEA
1412
Glen Eagle Advisors
New Jersey
$342K -$1.79K -18 -0.5%
CF
1413
Centaurus Financial
California
$341K -$21.4K -215 -6%
EP
1414
Essential Planning
New Hampshire
$341K -$198 -2 -0.1%
EAM
1415
Evanson Asset Management
California
$340K -$99 -1 -0%
HGERS
1416
Householder Group Estate & Retirement Specialist
Arizona
$340K -$34.7K -350 -9%
B
1417
Bensler
Washington
$338K -$55.7K -561 -14%
WCWM
1418
Willow Creek Wealth Management
California
$335K – – –
MHR
1419
Matthew Hamilton Rosenberg
$335K -$81.2K -818 -20%
PWM
1420
Pacific Wealth Management
California
$330K +$330K +3,326 New
ARC
1421
Advisor Resource Council
Texas
$328K +$328K +3,308 New
CMP
1422
Courage Miller Partners
Virginia
$325K -$1.29K -13 -0.4%
RWIA
1423
Roger Wittlin Investment Advisory
California
$324K +$3.67K +37 +1%
LA
1424
LexAurum Advisors
Kansas
$324K -$397 -4 -0.1%
FWP
1425
Falcon Wealth Planning
California
$320K +$67.9K +684 +27%
55 56
57
58 59