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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
$5.54B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
Prudential Financial
New Jersey
$738M
5
PEGL
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
Charles Schwab
California
$1.41B
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
Fiducient Advisors
Illinois
$4.99M
5
SAG
SageView Advisory Group
California
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
1726
Pittenger & Anderson Inc
Nebraska
$9.13K -$18.4K -185 -67%
CCM
1727
Chilton Capital Management
Texas
$9.13K +$7.44K +75 +441%
EBA
1728
Eagle Bay Advisors
New York
$9.03K -$7.94K -80 -47%
IRAG
1729
Investment Research & Advisory Group
Georgia
$7.84K – – –
OLVIG
1730
Oliver Lagore Vanvalin Investment Group
Michigan
$7.05K -$41.3K -416 -85%
LFA
1731
LGT Financial Advisors
Texas
$6.65K -$68.4K -689 -91%
TAM
1732
Townsend Asset Management
North Carolina
$6.26K +$1.09K +11 +21%
OIA
1733
Optimum Investment Advisors
Illinois
$5.96K +$5.96K +60 New
VCM
1734
Versant Capital Management
Arizona
$5.86K – – –
GWSA
1735
Global Wealth Strategies & Associates
Colorado
$5.56K – – –
NEAM
1736
New England Asset Management
Connecticut
$4.96K – – –
FIM
1737
FWL Investment Management
Texas
$4.17K +$993 +10 +31%
CMP
1738
Coston McIsaac & Partners
Maine
$4K – – –
UFF
1739
USA Financial Formulas
Michigan
$3.97K -$35.3K -356 -90%
SL
1740
Salomon & Ludwin
Virginia
$3.95K – – –
EWM
1741
EPG Wealth Management
Georgia
$3.68K +$3.68K +38 New
DPW
1742
DiNuzzo Private Wealth
Pennsylvania
$3.67K +$3.67K +37 New
SFA
1743
Semmax Financial Advisors
North Carolina
$2.82K +$97 +1 +4%
GIA
1744
Goodwin Investment Advisory
Georgia
$2.78K – – –
FRA
1745
Front Row Advisors
California
$2.68K – – –
DI
1746
DAGCO Inc
Ohio
$2.59K +$2.59K +26 New
DWS
1747
Dynamic Wealth Strategies
California
$2.59K +$2.59K +26 New
EWM
1748
Evermay Wealth Management
Virginia
$2.48K +$2.48K +25 New
FA
1749
Faithward Advisors
Pennsylvania
$2.23K +$2.13K +22 +2,200%
FUBT
1750
First United Bank & Trust
Maryland
$1.99K +$1.99K +20 New
68 69
70
71 72