AGG icon

iShares Core US Aggregate Bond ETF

863 hedge funds and large institutions have $43.6B invested in iShares Core US Aggregate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 365 increasing their positions, 330 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
19.76%
Holding in Top 10
149
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.24%
% of All Funds
3.41%
New
65
Increased
365
Reduced
330
Closed
60
Calls
$53.6M
Puts
$210M
Net Calls
-$156M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Shares
Change %
LPIC
776
LeJeune Puetz Investment Counsel
Michigan
$109K +$109K +1,037 New
TC
777
Trilogy Capital
California
$108K +$844 +8 +0.8%
FCMT
778
Founders Capital Management (Texas)
Texas
$106K -$31.8K -300 -23%
FANJ
779
Financial Architects (New Jersey)
New Jersey
$96K -$1.06K -10 -1%
CAC
780
Certified Advisory Corp
Florida
$93K +$525 +5 +0.6%
HT
781
Heritage Trust
Oklahoma
$91K
WC
782
Westwind Capital
New Mexico
$89K +$9.28K +88 +12%
CCM
783
Covington Capital Management
California
$84K
OIA
784
OneDigital Investment Advisors
Kansas
$81K
AWA
785
Artemis Wealth Advisors
New York
$76K
BAM
786
Barrett Asset Management
New York
$74K
FDCDDQ
787
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73K +$7.39K +70 +11%
NFG
788
Next Financial Group
Texas
$71K -$330K -3,110 -82%
BWA
789
Burt Wealth Advisors
Maryland
$71K -$132K -1,245 -65%
CCM
790
Cribstone Capital Management
Maine
$66K
CPIG
791
Chicago Partners Investment Group
Illinois
$63K +$522 +5 +0.8%
WCM
792
Whitener Capital Management
North Carolina
$62K +$62K +591 New
CAL
793
Capital Advisors Ltd
Ohio
$61K +$106 +1 +0.2%
RFM
794
Royal Fund Management
Florida
$61K +$42K +401 +220%
FGAM
795
Financial Gravity Asset Management
Texas
$59K -$941 -9 -2%
BAM
796
Bruderman Asset Management
New York
$59K +$59K +560 New
BHB
797
Bank Hapoalim BM
Israel
$56K
TDC
798
Thompson Davis & Co
Virginia
$56K +$6.56K +62 +13%
PSC
799
Prentiss Smith & Co
Vermont
$54K
GI
800
Gradient Investments
Minnesota
$52K +$1.48K +14 +3%