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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 %
EFG
1526
Ehrlich Financial Group
California
$228K +$228K +2,294 New
FWM
1527
Focused Wealth Management
New York
$228K +$298 +3 +0.1%
WAOTB
1528
Wealth Advisors of Tampa Bay
Florida
$227K +$227K +2,285 New
AA
1529
ACT Advisors
North Carolina
$226K -$2.58K -26 -1%
CT
1530
Cambridge Trust
Massachusetts
$225K -$416K -4,195 -65%
CPC
1531
Consolidated Planning Corp
Georgia
$225K +$225K +2,265 New
RIL
1532
Rothschild Investment LLC
Illinois
$223K +$223K +2,246 New
YWM
1533
Yoder Wealth Management
California
$222K -$44.2K -445 -17%
SC
1534
Scholtz & Company
Connecticut
$222K +$222K +2,237 New
IFA
1535
Interactive Financial Advisors
Illinois
$222K -$15.3M -102,525 -99%
CPW
1536
Catalyst Private Wealth
California
$222K – – –
TMWM
1537
Taylor & Morgan Wealth Management
Michigan
$222K +$2.28K +23 +1%
JGCM
1538
Joseph Group Capital Management
Ohio
$221K +$23.9K +241 +12%
KFS
1539
Kaizen Financial Strategies
California
$220K +$220K +2,220 New
FSWA
1540
Financial Synergies Wealth Advisors
Texas
$220K -$3.88K -40 -2%
AIM
1541
Alhambra Investment Management
Florida
$220K -$53.5K -539 -20%
SWM
1542
Segment Wealth Management
Texas
$219K – – –
AP
1543
Adero Partners
California
$218K -$58.2K -586 -21%
CCWM
1544
Cassaday & Co Wealth Management
Virginia
$218K +$218K +2,200 New
BC
1545
Brio Consultants
California
$218K +$218K +2,197 New
PG
1546
Prostatis Group
Maryland
$218K +$218K +2,194 New
RWM
1547
Rench Wealth Management
Texas
$216K +$216K +2,177 New
AMIM
1548
Aull & Monroe Investment Management
Alabama
$216K -$13.9K -140 -6%
RS
1549
Retirement Solution
Washington
$214K +$214K +2,160 New
IPW
1550
Impact Partnership Wealth
Georgia
$214K +$1.39K +14 +0.7%
60 61
62
63 64