AGG icon

iShares Core US Aggregate Bond ETF

1,295 hedge funds and large institutions have $61.3B invested in iShares Core US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 699 increasing their positions, 355 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,295
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
26.2%
Holding in Top 10
285
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.39%
% of All Funds
5.77%
New
96
Increased
699
Reduced
355
Closed
73
Calls
$74.4M
Puts
$99.9M
Net Calls
-$25.5M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
526
TRUE Private Wealth Advisors
Oregon
$4.06M +$6.96K +59 +0.2%
EWA
527
EP Wealth Advisors
California
$4.04M -$3.59M -30,445 -47%
ZCM
528
Ziegler Capital Management
Illinois
$4.03M
SW
529
StrongBox Wealth
Missouri
$4.02M +$628K +5,317 +18%
CAL
530
Capital Advisors Ltd
Ohio
$4M +$730K +6,184 +22%
OWM
531
Orgel Wealth Management
Wisconsin
$3.91M -$486K -4,119 -11%
BA
532
Ballew Advisors
Mississippi
$3.85M +$161K +1,374 +4%
KA
533
Kovack Advisors
Florida
$3.81M +$1.38M +11,728 +57%
JWS
534
Juncture Wealth Strategies
Arizona
$3.81M +$547K +4,633 +17%
HA
535
HYA Advisors
Missouri
$3.75M +$1.7M +14,441 +83%
LWAC
536
Laurel Wealth Advisors (California)
California
$3.73M +$714K +6,047 +24%
ATFA
537
All Terrain Financial Advisors
Minnesota
$3.73M +$83.5K +707 +2%
FG
538
Fiduciary Group
Georgia
$3.72M +$1.55M +13,167 +72%
RTC
539
Riverview Trust Company
Washington
$3.71M -$317K -2,685 -8%
MGIA
540
Moneta Group Investment Advisors
Missouri
$3.71M +$21.7K +184 +0.6%
SIAM
541
Sterling Investment Advisors (Missouri)
Missouri
$3.68M +$412K +3,494 +13%
SW
542
SVB Wealth
Massachusetts
$3.68M -$515K -4,364 -12%
SC
543
Savant Capital
Illinois
$3.66M +$12.4K +105 +0.3%
FWP
544
FAS Wealth Partners
Kansas
$3.63M -$491K -4,156 -12%
CAG
545
Csenge Advisory Group
Florida
$3.62M +$2.46M +20,922 +213%
SAM
546
Sompo Asset Management
Japan
$3.57M -$11.7M -98,750 -77%
SGCA
547
Steel Grove Capital Advisors
Tennessee
$3.54M +$2.45M +20,735 +224%
FFA
548
Fragasso Financial Advisors
Pennsylvania
$3.54M -$116K -982 -3%
G
549
GenTrust
Florida
$3.53M -$2.82M -23,885 -44%
AAM
550
Autus Asset Management
Arizona
$3.52M -$14.2K -120 -0.4%