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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 %
CAL
1576
Capital Advisors Ltd
Ohio
$190K -$422K -4,250 -69%
CHC
1577
City Holding Co
West Virginia
$187K -$12.2K -123 -6%
MFC
1578
Morris Financial Concepts
South Carolina
$183K -$6.15K -62 -3%
GA
1579
GoalVest Advisory
New York
$181K -$325K -3,272 -64%
PA
1580
PSI Advisors
Florida
$178K +$49.8K +502 +39%
MPCG
1581
Matrix Private Capital Group
New York
$173K -$114K -1,151 -40%
HBT
1582
Hills Bank & Trust
Iowa
$170K -$13.6K -137 -7%
TCOV
1583
Trust Company of Vermont
Vermont
$169K -$32.2K -324 -16%
CHA
1584
Carmichael Hill & Associates
Maryland
$168K +$10.4K +105 +7%
DSC
1585
Duncker Streett & Co
Missouri
$165K – – –
CPA
1586
Cardiff Park Advisors
California
$158K -$38K -383 -19%
FF
1587
Friedenthal Financial
New Jersey
$158K +$158K +1,596 New
CSWM
1588
Cassady Schiller Wealth Management
Ohio
$157K – – –
KFI
1589
Key Financial Inc
Pennsylvania
$151K -$15.3K -154 -9%
HT
1590
Headlands Technologies
Illinois
$148K +$148K +1,491 New
CWC
1591
Carolinas Wealth Consulting
North Carolina
$148K +$127K +1,277 +605%
CSC
1592
Caldwell Sutter Capital
California
$145K +$41.1K +414 +39%
MFT
1593
Moisand Fitzgerald Tamayo
Florida
$139K -$86.4K -871 -38%
MFG
1594
Mendota Financial Group
Wisconsin
$138K +$138K +1,392 New
CWP
1595
Concord Wealth Partners
Virginia
$138K -$2.98K -30 -2%
AIC
1596
Archer Investment Corporation
Indiana
$133K -$20.9K -211 -14%
VWM
1597
Venturi Wealth Management
Texas
$133K +$133K +1,340 New
NJIM
1598
Nabity-Jensen Investment Management
Nebraska
$133K +$133K +1,338 New
BSB
1599
Bangor Savings Bank
Maine
$132K -$71.2K -717 -35%
CT
1600
Clearstead Trust
Maine
$132K -$105K -1,062 -44%
62 63
64
65 66