AGG icon

iShares Core US Aggregate Bond ETF

1,527 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 529 increasing their positions, 743 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-22
Holders Change %
-1.42%
% of All Funds
25.82%
Holding in Top 10
283
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.04%
% of All Funds
4.79%
New
125
Increased
529
Reduced
743
Closed
135
Calls
$70.5M
Puts
$2.59M
Net Calls
+$67.9M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
CAMG
526
CWA Asset Management Group
Florida
$4.64M +$180K +1,768 +4%
EP
527
Eudaimonia Partners
Tennessee
$4.63M +$1.03M +10,083 +28%
SAM
528
Silverhawk Asset Management
Arizona
$4.6M -$71.9K -707 -2%
MWM
529
Mission Wealth Management
California
$4.59M -$1.03M -10,126 -18%
MM
530
Main Management
California
$4.59M +$3.44M +33,864 +301%
BBW
531
Blue Barn Wealth
Utah
$4.54M -$603K -5,926 -12%
ED
532
Exane Derivatives
France
$4.5M +$4.5M +44,298 New
GSWM
533
Greenup Street Wealth Management
Michigan
$4.44M +$1.06M +10,463 +31%
SSW
534
Smith Shellnut Wilson
Mississippi
$4.44M +$102 +1 +0%
EWA
535
Exencial Wealth Advisors
Oklahoma
$4.4M +$51.3K +505 +1%
RBA
536
Richard Bernstein Advisors
New York
$4.38M +$3.68M +36,241 +531%
1SB
537
1ST Source Bank
Indiana
$4.36M -$102K -1,003 -2%
National Bank of Canada
538
National Bank of Canada
Quebec, Canada
$4.23M -$4.28M -42,093 -50%
HWA
539
Hillcrest Wealth Advisors
New Jersey
$4.2M -$252K -2,475 -6%
IPW
540
IronBridge Private Wealth
Texas
$4.19M +$4.19M +41,196 New
TT
541
TI-Trust
Illinois
$4.1M -$242K -2,382 -6%
FNBT
542
FineMark National Bank & Trust
Florida
$4.06M -$233K -2,296 -5%
CF
543
Copperwynd Financial
Arizona
$4.05M +$810K +7,971 +25%
CGFA
544
Colton Groome Financial Advisors
North Carolina
$4.04M -$538K -5,293 -12%
FA
545
Fountainhead AM
New Jersey
$4.04M -$15.3M -150,301 -79%
SIAM
546
Sterling Investment Advisors (Missouri)
Missouri
$4.01M -$287K -2,818 -7%
SFA
547
Source Financial Advisors
New York
$3.98M -$3.32M -32,628 -45%
RPWA
548
Regent Peak Wealth Advisors
Georgia
$3.95M -$3.11M -30,633 -44%
AIM
549
Acropolis Investment Management
Missouri
$3.94M -$1.24M -12,164 -24%
KLCM
550
KG&L Capital Management
Louisiana
$3.91M -$11.3K -111 -0.3%