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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 %
SWP
1501
Semus Wealth Partners
Florida
$248K -$28.9K -291 -10%
JWM
1502
Jessup Wealth Management
Ohio
$247K -$37.8K -381 -13%
PWA
1503
Phoenix Wealth Advisors
North Carolina
$247K -$45.2M -457,359 -99%
QS
1504
Quantitative Strategies
California
$245K +$16.5K +166 +7%
FPCG
1505
Fort Pitt Capital Group
Pennsylvania
$244K +$244K +2,458 New
C1AG
1506
Client 1st Advisory Group
Florida
$244K -$56.1K -565 -19%
GWP
1507
Gateway Wealth Partners
Wisconsin
$243K -$324K -3,264 -57%
ORC
1508
O'Rourke & Company
Massachusetts
$241K -$10.7K -108 -4%
TCOT
1509
Trust Company of Toledo
Ohio
$241K -$2.98K -30 -1%
BWG
1510
Beta Wealth Group
California
$241K +$99 +1 +0%
PSA
1511
Plum Street Advisors
Louisiana
$238K +$238K +2,402 New
AFS
1512
AFG Fiduciary Services
Massachusetts
$236K +$236K +2,398 New
FSA
1513
Fort Sheridan Advisors
Illinois
$235K +$235K +2,370 New
GWM
1514
Gray Wealth Management
Maine
$234K – – –
NWA
1515
Navis Wealth Advisors
New York
$234K +$234K +2,360 New
BFG
1516
Beacon Financial Group
Texas
$234K +$234K +2,360 New
WI
1517
Wedgewood Investors
Pennsylvania
$232K – – –
SOAG
1518
Silver Oak Advisory Group
Oregon
$230K – – –
RWI
1519
Red Wave Investments
Pennsylvania
$230K – – –
MAM
1520
Milestone Asset Management
Pennsylvania
$229K +$229K +2,304 New
OWA
1521
Outlook Wealth Advisors
Texas
$229K – – –
GRA
1522
Golden Road Advisors
Florida
$229K +$229K +2,304 New
IFWM
1523
Institute for Wealth Management
Colorado
$229K -$58.1K -585 -20%
CTC
1524
Central Trust Company
Missouri
$228K -$179K -1,803 -44%
GI
1525
Gradient Investments
Minnesota
$228K +$13.4K +135 +6%
59 60
61
62 63