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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 Market Value Shares Shares
Change 		Shares
Change %
BBA
176
BLB&B Advisors
Pennsylvania
$46.2M 465,703 +20,099 +5%
KPWS
177
Kestra Private Wealth Services
Texas
$46M 463,882 +189,854 +69%
FBFS
178
First Business Financial Services
Wisconsin
$45.3M 456,548 +6,652 +1%
AWS
179
Atria Wealth Solutions
New York
$43.6M 439,494 +53,551 +14%
PFM
180
Phillips Financial Management
Indiana
$42.8M 431,479 -25,894 -6%
NYLIM
181
New York Life Investment Management
New York
$42.4M 427,517 +221,142 +107%
SB
182
Sunflower Bank
Texas
$42.4M 427,471 +1,955 +0.5%
ANB
183
Amarillo National Bank
Texas
$41.7M 420,546 +37,642 +10%
PAG
184
Private Advisor Group
New Jersey
$41.3M 416,089 +113,321 +37%
AIP
185
Ameritas Investment Partners
Nebraska
$40.8M 411,118 -27,028 -6%
MMA
186
Miracle Mile Advisors
California
$39.9M 401,911 +41,214 +11%
EGWAG
187
Elwood & Goetz Wealth Advisory Group
Georgia
$39.4M 396,663 +33,490 +9%
CIA
188
Choate Investment Advisors
Massachusetts
$38.8M 391,196 +39,810 +11%
Boston Partners
189
Boston Partners
Massachusetts
– – – –
VC
190
Vicus Capital
Pennsylvania
$38.5M 388,048 -51,341 -12%
PA
191
Parallel Advisors
California
$38.4M 386,833 +90,238 +30%
HCM
192
Howard Capital Management
Georgia
$38.3M 386,363 +1,709 +0.4%
SW
193
SVB Wealth
Massachusetts
$38.2M 385,173 +358,041 +1,320%
FCAM
194
First Citizens Asset Management
North Carolina
$38.1M 376,614 +376,614 New
HFS
195
Hantz Financial Services
Michigan
$37.5M 378,011 -45,497 -11%
MAM
196
Marquette Asset Management
Minnesota
$37.4M 376,599 +376,599 New
BC
197
Bricktown Capital
Michigan
$37.3M 376,150 – –
EH
198
Equitable Holdings
New York
$37.3M 375,394 +86,503 +30%
AF
199
Allworth Financial
California
$36.8M 371,244 -13,257 -3%
EPP
200
ETF Portfolio Partners
Kansas
$36.7M 369,545 -4,862 -1%
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