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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 %
CAI
1826
Capital Advisors Inc
Oklahoma
– -$263K -2,800 Closed
PCA
1827
Prosperity Capital Advisors
Ohio
– -$263K -2,799 Closed
DWMS
1828
Dominguez Wealth Management Solutions
Virginia
– -$252K -2,681 Closed
GPA
1829
Guidance Point Advisors
Massachusetts
– -$252K -2,677 Closed
RFP
1830
Roth Financial Partners
Texas
– -$252K -2,677 Closed
ET
1831
Equitable Trust
Tennessee
– -$245K -2,608 Closed
FCB
1832
First County Bank
Connecticut
– -$245K -2,601 Closed
MCA
1833
MSH Capital Advisors
Arizona
– -$240K -2,553 Closed
CFS
1834
CRA Financial Services
New Jersey
– -$232K -2,470 Closed
WAS
1835
WESPAC Advisors SoCal
California
– -$232K -2,463 Closed
QCIG
1836
Quad-Cities Investment Group
Iowa
– -$230K -2,450 Closed
AFG
1837
AFS Financial Group
Maryland
– -$229K -2,436 Closed
RWB
1838
RMR Wealth Builders
New Jersey
– -$225K -2,396 Closed
TBWA
1839
Three Bridge Wealth Advisors
California
– -$224K -2,387 Closed
V
1840
VeraBank
Texas
– -$221K -2,345 Closed
TPWM
1841
Twelve Points Wealth Management
Massachusetts
– -$212K -2,252 Closed
WPC
1842
Wedmont Private Capital
Pennsylvania
– -$210K -2,241 Closed
SFO
1843
Stokes Family Office
Louisiana
– -$208K -2,210 Closed
BBHC
1844
Brown Brothers Harriman & Co
New York
– -$207K -2,205 Closed
SWM
1845
Silverlake Wealth Management
Vermont
– -$206K -2,188 Closed
HSG
1846
Helen Stephens Group
Texas
– -$201K -2,136 Closed
MSWMA
1847
Market Street Wealth Management Advisors
Indiana
– -$201K -2,132 Closed
SWPG
1848
Strategic Wealth Partners Group
Illinois
– -$145K -1,547 Closed
NIC
1849
Northwest Investment Counselors
Oregon
– -$145K -1,541 Closed
GWM
1850
Grand Wealth Management
Michigan
– -$104K -1,106 Closed
71 72 73
74
75