AGG icon

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.

Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.75%
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
1
Morgan Stanley
New York
$5.54B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
3
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
4
Prudential Financial
New Jersey
$738M
5
PEGL
5
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
2
Charles Schwab
California
$1.41B
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
4
Fiducient Advisors
Illinois
$4.99M
5
SAG
5
SageView Advisory Group
California
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$51.6M 519,734 +400,200 +335%
RhumbLine Advisers
152
RhumbLine Advisers
Massachusetts
$51.4M 517,945 +94,294 +22%
FMC
153
First Merchants Corp
Indiana
$51.2M 516,313 -33,751 -6%
CA
154
Cambridge Associates
Massachusetts
$51.1M 514,570 -125,803 -20%
JWA
155
JFS Wealth Advisors
Pennsylvania
$50.5M 509,310 +56,666 +13%
TNBTD
156
Trustmark National Bank Trust Department
Mississippi
$49.9M 502,666 +1,502 +0.3%
PP
157
PDS Planning
Ohio
$49.5M 499,189 +12,979 +3%
MWP
158
Meridian Wealth Partners
Pennsylvania
$49.4M 497,576 +2,765 +0.6%
BHWM
159
Bar Harbor Wealth Management
New Hampshire
$49.2M 495,897 +34,041 +7%
CFG
160
Compton Financial Group
Maryland
$49.1M 494,759 -21,624 -4%
AF
161
Affiance Financial
Minnesota
$48.5M 488,985 +462,486 +1,745%
RJT
162
Raymond James Trust
Florida
$48.5M 488,644 +17,158 +4%
ZIM
163
Zacks Investment Management
Illinois
$48.5M 488,261 -248,635 -34%
SPIA
164
Steward Partners Investment Advisory
New York
$48.4M 487,669 -31,968 -6%
CHP
165
Cable Hill Partners
Oregon
$48.2M 489,137 +4,485 +0.9%
TA
166
TruWealth Advisors
Louisiana
$48.2M 485,610 -89,274 -16%
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$47.9M 482,604 +482,604 New
CFB
168
Cullen/Frost Bankers
Texas
$47.5M 478,729 +174,477 +57%
MWM
169
MTC Wealth Management
Florida
$47.4M 477,502 -3,140 -0.7%
PAS
170
Park Avenue Securities
New York
$47.2M 475,528 +60,494 +15%
AFC
171
Adaptive Financial Consulting
Ohio
$47M 473,379 -3,496 -0.7%
FHA
172
First Horizon Advisors
Tennessee
$46.9M 472,205 +35,608 +8%
LS
173
Liquid Strategies
Georgia
$46.8M 471,656 +2,815 +0.6%
SCM
174
SCS Capital Management
Massachusetts
$46.7M 470,424 +464,366 +7,665%
EWMCB
175
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$46.5M 468,671 +362,014 +339%
5 6
7
8 9