AGG icon

iShares Core US Aggregate Bond ETF

428 hedge funds and large institutions have $10.1B invested in iShares Core US Aggregate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
12.37%
Holding in Top 10
63
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.61%
% of All Funds
1.82%
New
51
Increased
170
Reduced
145
Closed
42
Calls
$356K
Puts
$842K
Net Calls
-$486K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Shares
Change %
BHB
351
Bank Hapoalim BM
Israel
$283K -$1.39M -10,050 Closed
FCIM
352
Fairview Capital Investment Management
California
$281K +$281K +2,600 New
IPC
353
Independent Portfolio Consultants
Florida
$281K +$281K +2,610 New
RFA
354
Reilly Financial Advisors
California
$278K -$84.6K -784 -23%
PA
355
Planning Alternatives
Michigan
$278K +$278K +2,575 New
UBS AM
356
UBS AM
Illinois
$277K -$236K
DAS
357
Dynamic Advisor Solutions
Arizona
$276K +$21.9K +203 +9%
FWP
358
FAS Wealth Partners
Kansas
$271K -$255K -2,363 -48%
WI
359
Wedgewood Investors
Pennsylvania
$261K
FC
360
FIC Capital
New York
$259K
BBHC
361
Brown Brothers Harriman & Co
New York
$259K +$259K +2,400 New
CWM
362
Confluence Wealth Management
Oregon
$256K +$256K +2,374 New
DJSG
363
D.J. St. Germain
Massachusetts
$243K -$43.6K -405 -15%
AW
364
ACG Wealth
Georgia
$237K -$5.28K -49 -2%
SBH
365
Segall Bryant & Hamill
Illinois
$237K +$237K +2,200 New
CAL
366
Capital Advisors Ltd
Ohio
$236K -$259K -2,399 -52%
ONB
367
Old National Bancorp
Indiana
$230K +$230K +2,135 New
AAM
368
Autus Asset Management
Arizona
$229K
EC
369
Estate Counselors
Wisconsin
$226K -$20.5K -190 -8%
TSW
370
Thompson Siegel & Walmsley
Virginia
$220K +$70.3K +650 +47%
CDIA
371
Capital Directions Investment Advisors
Georgia
$213K -$117K -1,080 -35%
IWC
372
Integrated Wealth Counsel
California
$208K +$208K +1,923 New
1SB
373
1ST Source Bank
Indiana
$206K -$69.8K -646 -25%
IIC
374
Ironwood Investment Counsel
Arizona
$203K +$203K +1,877 New
PAG
375
Pinnacle Advisory Group
Maryland
$202K +$202K +1,877 New