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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 %
AIA
1776
Alternative Investment Advisors
Florida
– -$6.89M -73,301 Closed
VI
1777
Vestcor Inc
New Brunswick, Canada
– -$6.04M -64,200 Closed
CRI
1778
Commonwealth Retirement Investments
Virginia
– -$4.71M -50,127 Closed
AAMC
1779
Asset Allocation & Management Company
Illinois
– -$4.14M -44,000 Closed
SWRP
1780
Summit Wealth & Retirement Planning
California
– -$4.11M -43,747 Closed
CIAS
1781
CFS Investment Advisory Services
New Jersey
– -$3.65M -38,771 Closed
HF
1782
HRT Financial
New York
– -$3.54M -37,655 Closed
IHL
1783
Investment House LLC
California
– -$2.8M -29,773 Closed
FTUS
1784
Flow Traders U.S.
New York
– -$2.31M -24,539 Closed
WC
1785
Wexford Capital
Florida
– -$1.75M -18,582 Closed
BAM
1786
BOS Asset Management
Illinois
– -$1.64M -17,396 Closed
LNWTC
1787
Laird Norton Wetherby Trust Company
Washington
– -$1.55M -16,510 Closed
ACA
1788
Ascension Capital Advisors
Texas
– -$1.32M -14,026 Closed
T
1789
TCWP
Ohio
– -$1.3M -13,783 Closed
SCP
1790
Syntal Capital Partners
Texas
– -$1.19M -12,680 Closed
JF
1791
Jump Financial
Illinois
– -$1.18M -12,529 Closed
SFG
1792
Sowa Financial Group
Rhode Island
– -$1.16M -12,342 Closed
CCMI
1793
Creative Capital Management Investments
California
– -$1.07M -11,409 Closed
RPSA
1794
Richard P. Slaughter Associates
Texas
– -$1.03M -10,944 Closed
W
1795
WPWealth
Texas
– -$1.01M -10,723 Closed
XS
1796
XR Securities
Illinois
– -$935K -9,944 Closed
AFA
1797
Atlas Financial Advisors
California
– -$920K -9,779 Closed
OCG
1798
Opus Capital Group
Ohio
– -$893K -9,499 Closed
SMDAM
1799
Sumitomo Mitsui DS Asset Management
Japan
– -$884K -9,405 Closed
NL
1800
Navalign LLC
California
– -$739K -7,854 Closed
70 71
72
73 74