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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 %
TCM
201
TD Capital Management
Tennessee
$36.4M 366,839 -9,123 -2%
AI
202
Atria Investments
North Carolina
$35.9M 362,185 +218,339 +152%
FBB
203
Fulton Breakefield Broenniman
Maryland
$35.8M 360,453 -22,457 -6%
SHWM
204
Smith & Howard Wealth Management
Georgia
$35.3M 355,274 -4,616 -1%
CA
205
Cetera Advisors
Colorado
$35.2M 354,482 +169,918 +92%
New York State Common Retirement Fund
206
New York State Common Retirement Fund
New York
$35M 352,463 – –
SFC
207
SYM Financial Corp
Indiana
$34.9M 351,765 +169,983 +94%
FFN
208
Focus Financial Network
Minnesota
$34.7M 349,960 -95,647 -21%
NMIMC
209
Northwestern Mutual Investment Management Company
Wisconsin
$34.5M 347,105 -18,420 -5%
CIP
210
Capital Insight Partners
Arizona
$34.3M 345,750 +2,932 +0.9%
SWM
211
Spire Wealth Management
Virginia
$34.2M 349,403 -17,232 -5%
DC
212
Deere & Company
Illinois
$34.2M 344,959 – –
TWA
213
Tandem Wealth Advisors
Arizona
$34.2M 344,392 +18,683 +6%
JFGIW
214
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.9M 341,424 +279,581 +452%
AI
215
Accredited Investors
Minnesota
$33.8M 340,660 -93,692 -22%
LPT
216
Legacy Private Trust
Wisconsin
$33.5M 337,583 -102,980 -23%
JWM
217
Janiczek Wealth Management
Colorado
$33.4M 336,316 +22,349 +7%
VFPW
218
Vantage Financial Partners (Wisconsin)
Wisconsin
$33.3M 335,320 +28,241 +9%
CM
219
Cornerstone Management
Georgia
$33.2M 334,867 -3,155 -0.9%
WA
220
Wilshire Advisors
California
$33.1M 333,641 +3,487 +1%
RWM
221
Ritholtz Wealth Management
New York
$32.9M 331,558 +61,091 +23%
Victory Capital Management
222
Victory Capital Management
Texas
$32.8M 330,198 -231,212 -41%
VAMG
223
Voisard Asset Management Group
Michigan
$32.4M 326,915 +326,915 New
CWP
224
Cyndeo Wealth Partners
Florida
$32.4M 326,155 -12,840 -4%
MCM
225
MV Capital Management
Maryland
$32.4M 326,074 +52,230 +19%
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