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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.

Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.75%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
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
1
Morgan Stanley
New York
$5.54B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
3
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
4
Prudential Financial
New Jersey
$738M
5
PEGL
5
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
2
Charles Schwab
California
$1.41B
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
4
Fiducient Advisors
Illinois
$4.99M
5
SAG
5
SageView Advisory Group
California
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
126
Franklin Resources
California
$67.5M 680,549 +65,710 +11%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$66.4M 668,855 +26,774 +4%
UCFA
128
United Capital Financial Advisors
Texas
$65.6M 661,399 -475,191 -42%
LP
129
LGL Partners
Pennsylvania
$63.8M 642,640 +567,765 +758%
PFA
130
Professional Financial Advisors
Nebraska
$63.6M 641,087 +536,628 +514%
BAM
131
Brave Asset Management
New Jersey
$63.6M 640,526 -43,082 -6%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$63.5M 640,009 +130,427 +26%
SGI
133
Summit Global Investments
Utah
$63.4M 638,855 +37,289 +6%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$63.2M 636,903 +562,311 +754%
Comerica Bank
135
Comerica Bank
Texas
$63.1M 635,665 +99,359 +19%
SMFG
136
Sumitomo Mitsui Financial Group
Japan
$62.6M 630,301 -2,472,818 -80%
FWM
137
FFT Wealth Management
Pennsylvania
$61.4M 618,869 +575,278 +1,320%
BF
138
BOK Financial
Oklahoma
$60.6M 610,512 +357,262 +141%
WB
139
WesBanco Bank
West Virginia
$59.7M 601,993 +39,483 +7%
AWM
140
Apollon Wealth Management
South Carolina
$59.7M 601,340 +400,877 +200%
SHGA
141
Sand Hill Global Advisors
California
$56.9M 573,397 +8,021 +1%
FWI
142
Facet Wealth Inc
Maryland
$55.5M 565,780 -41,052 -7%
ZB
143
Zions Bancorporation
Utah
$55M 554,304 -78,940 -12%
FCH
144
Freestone Capital Holdings
Washington
$54.9M 552,973 +33,145 +6%
BCM
145
Brookstone Capital Management
Illinois
$54.8M 552,132 +12,761 +2%
TCM
146
Twele Capital Management
Minnesota
$54.3M 547,027 +4,381 +0.8%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$54M 543,920 -25,680 -5%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$53.9M 546,148 +518,045 +1,843%
PWA
149
Provenance Wealth Advisors
Florida
$52.8M 532,492 -15,059 -3%
SG Americas Securities
150
SG Americas Securities
New York
$52.5M 529,230 +7,905 +2%
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