AGG icon

iShares Core US Aggregate Bond ETF

761 hedge funds and large institutions have $38.9B invested in iShares Core US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 399 increasing their positions, 212 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+7
Holders Change %
+0.93%
% of All Funds
19%
Holding in Top 10
180
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.27%
% of All Funds
4.49%
New
57
Increased
399
Reduced
212
Closed
46
Calls
$1.21M
Puts
$482K
Net Calls
+$723K
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
376
Forvis Mazars Wealth Advisors
Missouri
$2.5M -$2.44M -22,282 -49%
LP
377
LGL Partners
Pennsylvania
$2.49M -$485K -4,425 -16%
MGIA
378
Moneta Group Investment Advisors
Missouri
$2.4M +$2.4M +21,865 New
GW
379
GW & Wade
Massachusetts
$2.38M +$51.4K +469 +2%
HS
380
Horan Securities
United States
$2.32M +$587K +5,356 +34%
Luther King Capital Management (LKCM)
381
Luther King Capital Management (LKCM)
Texas
$2.27M +$133K +1,214 +6%
FFBTD
382
First Financial Bank - Trust Division
Ohio
$2.25M -$66.1K -603 -3%
FT
383
Fiduciary Trust
Massachusetts
$2.24M -$49.3K -450 -2%
KWM
384
Kingsview Wealth Management
Oregon
$2.21M +$322K +2,939 +17%
EK
385
Evensky & Katz
Florida
$2.2M +$4.71K +43 +0.2%
MWPCG
386
Measured Wealth Private Client Group
New Hampshire
$2.2M +$2.2M +20,074 New
PCMC
387
Paragon Capital Management (Colorado)
Colorado
$2.2M +$157K +1,431 +8%
CANC
388
Culbertson A N & Co
Virginia
$2.19M
DCM
389
Dimension Capital Management
Florida
$2.18M -$392K -3,572 -15%
BL
390
BFSG LLC
California
$2.16M +$2.16M +19,662 New
FPS
391
Fieldpoint Private Securities
Connecticut
$2.15M +$2.15M +19,579 New
CFG
392
CKW Financial Group
Hawaii
$2.14M +$13.7K +125 +0.6%
RCA
393
Rowland Carmichael Advisors
Arizona
$2.07M +$974K +8,888 +89%
AWM
394
Altavista Wealth Management
North Carolina
$2.05M +$455K +4,148 +29%
WCG
395
Wall Capital Group
Arizona
$2.04M +$301K +2,746 +17%
Northern Trust
396
Northern Trust
Illinois
$2.03M +$61.2K +55,863 +3%
FHC
397
First Heartland Consultants
Missouri
$1.99M +$53.5K +488 +3%
ECM
398
Exchange Capital Management
Michigan
$1.95M +$151K +1,374 +8%
ACM
399
Ashford Capital Management
Delaware
$1.94M +$5.37K +49 +0.3%
TCM
400
Traynor Capital Management
Pennsylvania
$1.94M +$59.8K +545 +3%