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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 %
KL
1476
KWMG LLC
Kansas
$267K -$29.3K -295 -10%
SBIA
1477
Sheaff Brock Investment Advisors
Indiana
$266K -$1.29K -13 -0.5%
OCFG
1478
O'Connor Financial Group
Illinois
$266K +$11.1K +112 +4%
VCM
1479
Vivaldi Capital Management
Illinois
$264K -$132K -1,365 -33%
KV
1480
Kickstand Ventures
New York
$263K -$212K -2,139 -45%
TYCC
1481
Texas Yale Capital Corp
Florida
$262K +$262K +2,640 New
FNB
1482
Farmers National Bank
Kentucky
$259K -$1.19K -12 -0.5%
KC
1483
Knuff & Co
California
$258K -$69.5K -700 -21%
MA
1484
Montag & Associates
Georgia
$258K – – –
ARG
1485
Advisory Resource Group
Oklahoma
$255K +$496 +5 +0.2%
CAM
1486
Concorde Asset Management
Michigan
$255K -$595 -6 -0.2%
BWM
1487
Brickley Wealth Management
California
$254K -$6.35K -64 -2%
FI
1488
FWG Investments
Kentucky
$254K +$254K +2,556 New
Calamos Advisors
1489
Calamos Advisors
Illinois
$253K -$221K -2,223 -47%
AR
1490
Apeiron RIA
Texas
$253K +$8.24K +83 +3%
PPW
1491
Parcion Private Wealth
Washington
$253K -$7.7M -77,574 -97%
DWM
1492
Darwin Wealth Management
Florida
$252K -$57.6K -580 -19%
S
1493
Sachetta
Massachusetts
$252K +$252K +2,542 New
SG
1494
Strid Group
Pennsylvania
$251K +$251K +2,525 New
WLIM
1495
White Lighthouse Investment Management
Massachusetts
$249K -$63.3K -638 -20%
TVM
1496
True Vision MN
Minnesota
$249K +$249K +2,509 New
OC
1497
Opinicus Capital
Florida
$249K +$249K +2,504 New
Verition Fund Management
1498
Verition Fund Management
Connecticut
$248K +$248K +2,500 New
BFA
1499
Beacon Financial Advisory
Ohio
$248K -$218K -2,195 -47%
SAM
1500
SignalPoint Asset Management
Missouri
$248K +$27.9K +282 +13%
58 59
60
61 62