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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 %
KAS
1801
KPP Advisory Services
Kentucky
– -$684K -7,269 Closed
SAM
1802
Strategy Asset Managers
California
– -$672K -7,148 Closed
SA
1803
Shilanski & Associates
Alaska
– -$664K -7,058 Closed
WWP
1804
Waypoint Wealth Partners
California
– -$639K -6,800 Closed
FT
1805
Fiduciary Trust
Massachusetts
– -$595K -6,329 Closed
CI
1806
Cambiar Investors
Colorado
– -$583K -6,198 Closed
SFCL
1807
Strengthening Families & Communities LLC
Massachusetts
– -$539K -5,728 Closed
State Street
1808
State Street
Massachusetts
– -$532K -5,656 Closed
RFN
1809
RDA Financial Network
Iowa
– -$423K -4,503 Closed
IF
1810
Intrua Financial
Texas
– -$420K -4,462 Closed
TLFA
1811
True Link Financial Advisors
California
– -$414K -4,400 Closed
TI
1812
tru Independence
Oregon
– -$410K -4,362 Closed
PFG
1813
PAX Financial Group
Texas
– -$375K -3,989 Closed
ACM
1814
Avalon Capital Management
California
– -$374K -3,980 Closed
B
1815
Bailard
California
– -$362K -3,845 Closed
MF
1816
Montis Financial
Massachusetts
– -$344K -3,663 Closed
AIP
1817
Almanack Investment Partners
Pennsylvania
– -$320K -3,405 Closed
IDA
1818
Intelligence Driven Advisers
California
– -$299K -3,215 Closed
FA
1819
Financial Alternatives
California
– -$293K -3,111 Closed
FWS
1820
FinDec Wealth Services
California
– -$291K -3,090 Closed
CFA
1821
Cahill Financial Advisors
Minnesota
– -$283K -3,013 Closed
HCMG
1822
Howard Capital Management Group
California
– -$282K -3,000 Closed
SIA
1823
SkyView Investment Advisors
New Jersey
– -$282K -3,000 Closed
WPC
1824
White Pine Capital
Minnesota
– -$266K -2,828 Closed
SCA
1825
Sage Capital Advisors
South Dakota
– -$265K -2,822 Closed
71 72
73
74 75