AGG icon

iShares Core US Aggregate Bond ETF

565 hedge funds and large institutions have $16.3B invested in iShares Core US Aggregate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 269 increasing their positions, 143 reducing their positions, and 40 closing their positions.

Holders
565
Holders Change
+29
Holders Change %
+5.41%
% of All Funds
15.07%
Holding in Top 10
114
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.76%
% of All Funds
3.04%
New
74
Increased
269
Reduced
143
Closed
40
Calls
$14.2M
Puts
Net Calls
+$14.2M
Net Calls Change
+$14.2M
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
501
Chicago Partners Investment Group
Illinois
$171K 1,551 +28 +2%
BWA
502
Burt Wealth Advisors
Maryland
$167K 1,502
CAL
503
Capital Advisors Ltd
Ohio
$166K 1,489
OIA
504
Optimum Investment Advisors
Illinois
$152K 1,360
BMM
505
Buffington Mohr McNeal
Idaho
$142K 1,275 +43 +3%
BCA
506
Bray Capital Advisors
Florida
$134K 1,200 +1,200 New
FANJ
507
Financial Architects (New Jersey)
New Jersey
$117K 1,047 +662 +172%
RWA
508
Ropes Wealth Advisors
Massachusetts
$110K 989 +989 New
RBC
509
Roble Belko & Company
Pennsylvania
$109K 974 +974 New
CWM
510
Catamount Wealth Management
Connecticut
$108K 970 +970 New
BBHC
511
Brown Brothers Harriman & Co
New York
$104K 935 -1,695 -64%
BCP
512
Blue Chip Partners
Michigan
$104K 934 +3 +0.3%
GWM
513
Gupta Wealth Management
California
$99K 888 +888 New
CS
514
Credential Securities
$89.1K 800
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$84K 750
SEI Investments
516
SEI Investments
Pennsylvania
$82K 746 +83 +13%
IP
517
Investment Partners
Ohio
$82K 740 +740 New
TC
518
Trust Company
Kansas
$81K 729 +729 New
SAC
519
Smith Affiliated Capital
New York
PSUF
520
People's United Financial
Connecticut
$78K 702 +497 +242%
Thrivent Financial for Lutherans
521
Thrivent Financial for Lutherans
Minnesota
$76K 680 -50 -7%
TWA
522
TCI Wealth Advisors
Arizona
$70K 631 +1 +0.2%
AA
523
AlphaMark Advisors
Kentucky
$67K 600
EMA
524
Efficient Market Advisors
California
$65K 587
KCM
525
Karp Capital Management
California
$58K 521