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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
5.18%
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
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 %
CWM
1601
Cranbrook Wealth Management
Michigan
$131K -$99.6K -1,004 -43%
AI
1602
Arvest Investments
Arkansas
$130K +$130K +1,308 New
GJIA
1603
Glass Jacobson Investment Advisors
Maryland
$129K – – –
LOIP
1604
Live Oak Investment Partners
Texas
$128K -$124K – –
RDFA
1605
Ritter Daniher Financial Advisory
Ohio
$127K -$56.7K -571 -31%
AFS
1606
Annapolis Financial Services
Maryland
$127K – – –
BCMLT
1607
Beacon Capital Management LLC (Tennessee)
Tennessee
$126K +$38.9K +413 +45%
IGWM
1608
ICA Group Wealth Management
Colorado
$126K +$126K +1,266 New
AIM
1609
Anchor Investment Management
South Carolina
$125K +$70.9K +714 +132%
IBOK
1610
Independence Bank of Kentucky
Kentucky
$122K – – –
RCM
1611
Rain Capital Management
Oregon
$120K +$1.39K +14 +1%
BCA
1612
Bray Capital Advisors
Florida
$119K – – –
SMA
1613
Sage Mountain Advisors
Georgia
$119K +$119K +1,198 New
SWM
1614
Sugarloaf Wealth Management
Georgia
$118K +$99 +1 +0.1%
LWCFA
1615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K – – –
SC
1616
Steph & Co
Wisconsin
$115K +$79.3K +799 +223%
WCM
1617
Wunderlich Capital Managemnt
Tennessee
$112K – – –
BCV
1618
Banque Cantonale Vaudoise
Switzerland
$109K – – –
CA
1619
Centerpoint Advisors
Massachusetts
$108K – – –
NFA
1620
Northwest Financial Advisors
Virginia
$107K +$107K +1,078 New
RBC
1621
Roble Belko & Company
Pennsylvania
$104K +$794 +8 +0.8%
BHWM
1622
Beaird Harris Wealth Management
Texas
$104K +$63.1K +636 +156%
CPG
1623
Cornerstone Planning Group
New Jersey
$103K -$30.8K -310 -23%
BLC
1624
Brown, Lisle/Cummings
Rhode Island
$103K – – –
DFA
1625
DHJJ Financial Advisors
Illinois
$101K +$99 +1 +0.1%
63 64
65
66 67