AGG icon

iShares Core US Aggregate Bond ETF

1,620 hedge funds and large institutions have $81.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 599 increasing their positions, 628 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,620
Holders Change
+137
Holders Change %
+9.24%
% of All Funds
26.14%
Holding in Top 10
316
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+9.34%
% of All Funds
5.1%
New
279
Increased
599
Reduced
628
Closed
110
Calls
$10.8M
Puts
$51.1M
Net Calls
-$40.3M
Net Calls Change
-$83.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
Axxcess Wealth Management
California
$9.9M -$9.29M -95,800 -48%
MAWA
402
Moss Adams Wealth Advisors
Washington
$9.89M +$9.89M +102,018 New
FTA
403
Financial & Tax Architects
Missouri
$9.84M -$736K -7,353 -7%
PFA
404
Pure Financial Advisors
California
$9.78M +$2.15M +22,182 +28%
MW
405
Marcum Wealth
Ohio
$9.78M +$2.29M +23,633 +31%
CTA
406
Chesley Taft & Associates
Illinois
$9.71M -$663K -6,840 -6%
SW
407
SteelPeak Wealth
California
$9.62M +$8.28M +85,323 +618%
CWP
408
Corepath Wealth Partners
Arizona
$9.59M +$369K +3,715 +4%
Nomura Asset Management
409
Nomura Asset Management
Japan
$9.56M +$291K +3,000 +3%
AFS
410
Amtrust Financial Services
New York
$9.56M
GAG
411
GM Advisory Group
New York
$9.55M -$2.42M -24,993 -20%
NCM
412
Northwest Capital Management
Oregon
$9.46M +$8.15M +84,054 +625%
HNWAG
413
High Net Worth Advisory Group
Florida
$9.43M +$798K +8,225 +9%
GC
414
Gould Capital
Washington
$9.35M -$1.73M -17,849 -16%
KPWS
415
Kestra Private Wealth Services
Texas
$9.31M +$1.22M +12,547 +15%
PI
416
PFS Investments
Georgia
$9.31M +$2.03M +20,947 +28%
JJBC
417
James J. Burns & Company
New York
$9.23M +$15.2K +157 +0.2%
Kayne Anderson Rudnick Investment Management
418
Kayne Anderson Rudnick Investment Management
California
$9.17M +$7.67M +79,052 +512%
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
$9.1M +$9.7K +100 +0.1%
NFP
420
NorthLanding Financial Partners
New York
$9.07M +$106K +1,095 +1%
FSA
421
Financial Sense Advisors
California
$9.05M -$96.4K -994 -1%
IWP
422
Innova Wealth Partners
Pennsylvania
$9.04M -$3.34M -34,482 -27%
FSA
423
Financial Services Advisory
Maryland
$9.01M +$9.01M +92,928 New
MLICM
424
Metropolitan Life Insurance Company (MetLife)
New York
$8.98M
AI
425
Accredited Investors
Minnesota
$8.96M -$635K -6,550 -7%