AGG icon

iShares Core US Aggregate Bond ETF

442 hedge funds and large institutions have $12.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
12.83%
Holding in Top 10
80
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.65%
% of All Funds
2.32%
New
27
Increased
202
Reduced
140
Closed
26
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
NB
301
NBT Bank
New York
$707K -$120K -1,100 -15%
BAS
302
Brown Advisory Securities
Maryland
$703K -$10.9K -100 -2%
JIP
303
Jaffetilchin Investment Partners
Florida
$694K -$85.4K -783 -11%
Mariner
304
Mariner
Kansas
$684K -$204K -1,871 -23%
PWM
305
Perigon Wealth Management
California
$682K +$682K +6,247 New
BOK
306
Bank of Kentucky
Kentucky
$675K +$49.7K +456 +8%
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$661K +$28.4K +260 +4%
SIM
308
SSI Investment Management
California
$656K +$113K +1,035 +21%
KT
309
Kanaly Trust
Texas
$641K
DAC
310
Dividend Assets Capital
South Carolina
$607K +$154K +1,415 +34%
IT
311
Independence Trust
Tennessee
$600K
TNB
312
Thomasville National Bank
Georgia
$591K +$46.5K +426 +9%
TCOT
313
Trust Company of Toledo
Ohio
$590K
MHS
314
M Holdings Securities
Oregon
$575K -$37K -339 -6%
SSWM
315
Sheets Smith Wealth Management
North Carolina
$564K +$36K +330 +7%
ICAS
316
Investors Capital Advisory Services
Massachusetts
$557K -$99K -908 -15%
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$551K -$39.5K -362 -7%
CS
318
Cannell & Spears
New York
$542K -$20.2K -185 -4%
BCM
319
Brookmont Capital Management
Texas
$534K +$4.15K +38 +0.8%
WCA
320
Westover Capital Advisors
Delaware
$517K -$9.82K -90 -2%
WB
321
Webster Bank
Connecticut
$517K +$14.2K +130 +3%
LW
322
Linscomb Wealth
Texas
$514K -$141K -1,292 -22%
BFC
323
Blue Fin Capital
Rhode Island
$508K -$21.3K -195 -4%
Wellington Management Group
324
Wellington Management Group
Massachusetts
$505K +$505K +4,626 New
CAM
325
Congress Asset Management
Massachusetts
$494K