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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 %
WBC
1451
West Branch Capital
Massachusetts
$298K +$98.6K +993 +50%
TWP
1452
Tyche Wealth Partners
Texas
$296K +$296K +2,980 New
FDCDDQ
1453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294K -$38.6K -389 -12%
SIMG
1454
Sonora Investment Management Group
Arizona
$290K +$290K +2,925 New
TW
1455
TrinityPoint Wealth
Connecticut
$290K +$43K +433 +17%
NAS
1456
Nicolet Advisory Services
Wisconsin
$289K +$289K +2,938 New
JIC
1457
Joel Isaacson & Co
New York
$288K +$3.38K +34 +1%
AP
1458
Appleton Partners
Massachusetts
$288K -$99.3K -1,000 -26%
AGP
1459
Autumn Glory Partners
Texas
$287K +$287K +2,903 New
AFA
1460
American Financial Advisors
Georgia
$284K +$284K +2,860 New
MI
1461
Moneywise Inc
Virginia
$283K +$283K +2,855 New
SCA
1462
Scott Capital Advisors
Oregon
$281K +$21.7K +219 +8%
GC
1463
Gould Capital
Washington
$281K – – –
KA
1464
Kure Advisory
Minnesota
$279K +$279K +2,808 New
DSA
1465
Droms Strauss Advisors
Missouri
$277K -$6.34K -64 -2%
SWMP
1466
Signature Wealth Management Partners
New Jersey
$277K +$695 +7 +0.3%
PCMC
1467
Private Capital Management (Colorado)
Colorado
$276K +$178K +1,792 +182%
T
1468
TNF
Montana
$275K +$22.4K +228 +9%
FWIA
1469
Fort Washington Investment Advisors
Ohio
$272K +$22.1K +223 +9%
CC
1470
Cadinha & Co
Hawaii
$272K -$130K -1,311 -32%
KFGK
1471
Keystone Financial Group (Kentucky)
Kentucky
$269K -$8.34K -84 -3%
WPC
1472
Waters Parkerson & Co
Louisiana
$269K +$19.9K +200 +8%
BMC
1473
Benin Management Corp
Connecticut
$268K – – –
ITIM
1474
Indiana Trust & Investment Management
Indiana
$267K – – –
WW
1475
Waterfront Wealth
Kansas
$267K +$267K +2,689 New
57 58
59
60 61