AGG icon

iShares Core US Aggregate Bond ETF

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MNBTD
501
Moody National Bank Trust Division
Texas
$3.34M +$3.34M +28,942 New
BB
502
Busey Bank
Illinois
$3.31M -$78.2K -678 -2%
PFG
503
Pacific Financial Group
Washington
$3.31M -$33.2K -288 -1%
IA
504
IFG Advisory
Georgia
$3.29M -$864K -7,490 -21%
SG
505
StoneX Group
New York
$3.27M -$480K -4,164 -13%
DC
506
DeDora Capital
California
$3.25M +$903K +7,824 +38%
JIR
507
James Investment Research
Ohio
$3.23M -$68.3K -592 -2%
CAL
508
Capital Advisors Ltd
Ohio
$3.2M -$722K -6,256 -18%
SIA
509
Strategic Investment Advisors
Michigan
$3.14M -$38.6K -335 -1%
JWS
510
Juncture Wealth Strategies
Arizona
$3.12M +$319K +2,764 +11%
WAOI
511
Wealth Advisors of Iowa
Iowa
$3.12M +$3.12M +27,038 New
HW
512
Hedeker Wealth
Illinois
$3.11M +$3.11M +26,952 New
RWA
513
Redhawk Wealth Advisors
Minnesota
$3.05M +$1.45M +12,588 +91%
MIAN
514
Mariner Independent Advisor Network
Kansas
$3.05M +$67.2K +584 +2%
BS
515
Banco Santander
Spain
$3.03M +$131K +1,137 +5%
APWM
516
Atlas Private Wealth Management
New York
$3.01M +$31K +269 +1%
HSA
517
HBK Sorce Advisory
Pennsylvania
$2.97M -$1.47M -12,760 -33%
JIP
518
Jaffetilchin Investment Partners
Florida
$2.96M -$41.5K -360 -1%
SCM
519
SCS Capital Management
Massachusetts
$2.96M -$9.12M -79,020 -76%
OWM
520
Orgel Wealth Management
Wisconsin
$2.95M -$148K -1,279 -5%
TFA
521
Tobias Financial Advisors
Florida
$2.94M -$3.31M -28,688 -53%
KBFS
522
Kohmann Bosshard Financial Services
Ohio
$2.93M -$66.3K -575 -2%
FAN
523
Financial Advisors Network
California
$2.92M +$1.82M +15,768 +165%
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.92M -$1.91M -16,526 -40%
CAAS
525
Capital Asset Advisory Services
Michigan
$2.92M +$1.78M +15,281 +157%