AGG icon

iShares Core US Aggregate Bond ETF

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.74%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
576
Sovereign Investment Advisors
Arizona
$6.37M +$71.3K +718 +1%
PP
577
Prudential plc
United Kingdom
$6.34M -$1.87M -18,798 -23%
TFCP
578
Twin Focus Capital Partners
Massachusetts
$6.33M +$1.2M +12,131 +24%
FPAS
579
Focus Partners Advisor Solutions
Missouri
$6.32M -$2.25M -22,701 -26%
MGIA
580
Moneta Group Investment Advisors
Missouri
$6.28M +$794K +8,001 +14%
GAM
581
Gemmer Asset Management
California
$6.19M +$39.2K +395 +0.6%
HFS
582
Heritage Financial Services
Massachusetts
$6.14M -$886K -8,926 -13%
SAG
583
Spotlight Asset Group
Illinois
$6.13M
SFS
584
Security Financial Services
Indiana
$6.1M +$1.13M +11,427 +23%
WFAG
585
Wescott Financial Advisory Group
Pennsylvania
$6.09M -$1.79M -18,054 -23%
RIA
586
Regal Investment Advisors
Michigan
$6.07M +$496K +4,997 +9%
Nomura Asset Management
587
Nomura Asset Management
Japan
$6.06M -$1.48M -14,910 -20%
DC
588
Destiny Capital
Colorado
$6.01M +$6.01M +60,568 New
RC
589
Roundview Capital
New Jersey
$6M -$5.07M -51,034 -46%
WC
590
Westwind Capital
New Mexico
$5.97M
AWMG
591
Alliance Wealth Management Group
New Jersey
$5.95M +$5.95M +59,911 New
ML
592
McAdam LLC
Pennsylvania
$5.94M +$193K +1,941 +3%
SGCA
593
Steel Grove Capital Advisors
Tennessee
$5.93M -$1.58M -15,967 -21%
SFC
594
Strategic Financial Concepts
Texas
$5.91M -$1.4M -14,096 -19%
FFL
595
Financial Freedom LLC
Ohio
$5.89M +$3.13M +31,493 +113%
HWM
596
HB Wealth Management
Georgia
$5.87M +$4.18M +42,076 +247%
SSW
597
Smith Shellnut Wilson
Mississippi
$5.84M +$214K +2,152 +4%
LW
598
Linscomb Wealth
Texas
$5.83M -$28.3K -285 -0.5%
NCM
599
Northwest Capital Management
Oregon
$5.83M -$1.83M -18,419 -24%
APW
600
Acima Private Wealth
Virginia
$5.81M +$4.86M +48,937 +511%