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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.

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 Holding Trade Value Shares
Change 		Shares
Change %
PWMG
1751
Prestige Wealth Management Group
New Jersey
$1.39K – – –
ACA
1752
American Capital Advisory
Idaho
$1.29K +$1.29K +13 New
TRCT
1753
Tower Research Capital (TRC)
New York
$992 -$374K -3,772 -100%
CWA
1754
Carolina Wealth Advisors
South Carolina
$893 – – –
MWM
1755
MGB Wealth Management
Texas
$812 +$812 +8 New
RCM
1756
Raleigh Capital Management
North Carolina
$695 -$53K -534 -99%
AWM
1757
Atticus Wealth Management
Florida
$695 -$14.2K -143 -95%
FCAS
1758
First Command Advisory Services
Texas
$596 – – –
AIA
1759
Armor Investment Advisors
North Carolina
$298 – – –
BGAI
1760
Bruce G. Allen Investments
Colorado
$298 +$298 +3 New
IHWM
1761
Iron Horse Wealth Management
Iowa
$247 – – –
DF
1762
Dunhill Financial
United Kingdom
$216 +$216 +2 New
TFG
1763
Team Financial Group
California
$199 +$199 +2 New
VAG
1764
VisionPoint Advisory Group
Texas
$91 -$1.58M -17,364 -100%
HI
1765
Hoey Investments
Pennsylvania
$74 -$5.25K -71 -99%
AFWM
1766
Abich Financial Wealth Management
Virginia
$21 – – –
MIM
1767
MetLife Investment Management
New Jersey
– -$40.8M -433,900 Closed
SEM
1768
Strategic Equity Management
Arizona
– -$36.4M -387,128 Closed
Susquehanna International Group
1769
Susquehanna International Group
Pennsylvania
– -$35.6M -378,407 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1770
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$32.9M -350,000 Closed
OMC
1771
Old Mission Capital
Illinois
– -$29.2M -311,009 Closed
RCP
1772
Rothschild Capital Partners
New York
– -$18.6M -197,646 Closed
Citadel Advisors
1773
Citadel Advisors
Florida
– -$14M -148,759 Closed
GCM
1774
Genus Capital Management
British Columbia, Canada
– -$12.3M -130,560 Closed
TSS
1775
Two Sigma Securities
New York
– -$11.4M -121,432 Closed
69 70
71
72 73