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 %
PWPS
726
Pinnacle Wealth Planning Services
Ohio
$1.54M +$162K +1,370 +12%
MAM
727
Marquette Asset Management
Minnesota
$1.53M -$94.9K -804 -6%
CCA
728
Checchi Capital Advisers
California
$1.53M +$1.24M +10,472 +417%
SFG
729
SNS Financial Group
Minnesota
$1.53M +$291K +2,466 +23%
QA
730
Quantitative Advantage
Minnesota
$1.53M +$74.8K +634 +5%
KFC
731
Klingenstein Fields & Co
New York
$1.5M +$451K +3,817 +43%
IAIM
732
International Assets Investment Management
Florida
$1.49M +$394K +3,341 +36%
GT
733
Greenleaf Trust
Michigan
$1.48M +$321K +2,717 +28%
Retirement Systems of Alabama
734
Retirement Systems of Alabama
Alabama
$1.47M +$443K +3,749 +43%
S
735
SignatureFD
Georgia
$1.47M +$550K +4,657 +60%
GPA
736
Garrison Point Advisors
California
$1.47M -$9.45K -80 -0.6%
SRC
737
Shufro Rose & Co
New York
$1.46M +$980K +8,301 +203%
AM
738
Atwater Malick
Pennsylvania
$1.43M +$113K +957 +9%
OIA
739
OneDigital Investment Advisors
Kansas
$1.43M +$102K +868 +8%
AIC
740
Ameritas Investment Company
Nebraska
$1.41M
PAM
741
Peak Asset Management
Colorado
$1.41M +$35.4K +300 +3%
OCG
742
Opus Capital Group
Ohio
$1.39M +$7.79K +66 +0.6%
CIA
743
Capital Investment Advisors
Georgia
$1.39M +$426K +3,609 +44%
BFC
744
Blue Fin Capital
Rhode Island
$1.38M +$63.5K +538 +5%
NCM
745
Northwest Capital Management
Oregon
$1.37M +$7.55K +64 +0.6%
DTC
746
Davidson Trust Company
Washington
$1.37M +$67.4K +571 +5%
BOM
747
Bank of Marin
California
$1.37M -$43.7K -370 -3%
SMDAM
748
Sumitomo Mitsui DS Asset Management
Japan
$1.35M -$136K -1,150 -9%
Kovitz Investment Group Partners
749
Kovitz Investment Group Partners
Illinois
$1.35M -$54.1K -458 -4%
BF
750
Blankinship & Foster
California
$1.35M +$7.91K +67 +0.6%