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 %
PWM
801
PRW Wealth Management
Massachusetts
$1.07M +$118K +1,000 +12%
DIM
802
Delta Investment Management
California
$1.07M -$1.11M -9,434 -51%
CAM
803
Cozad Asset Management
Illinois
$1.07M +$153K +1,295 +17%
CCM
804
Colorado Capital Management
Colorado
$1.06M
FCM
805
Firestone Capital Management
Florida
$1.06M +$1.3K +11 +0.1%
CFN
806
Cordasco Financial Network
Florida
$1.06M -$66.6K -564 -6%
PCP
807
Proficio Capital Partners
Massachusetts
$1.06M -$5.03M -42,646 -83%
EWM
808
Evercore Wealth Management
New York
$1.06M +$5.31K +45 +0.5%
5L
809
55I LLC
Massachusetts
$1.05M +$387K +3,277 +58%
W
810
Wealthquest
Ohio
$1.04M -$199K -1,690 -16%
ANBT
811
American National Bank & Trust
Texas
$1.03M +$226K +1,916 +28%
BBNA
812
Bremer Bank National Association
Minnesota
$1.03M -$15K -127 -1%
LAS
813
Lloyd Advisory Services
Georgia
$1.03M +$1.03M +8,731 New
DBT
814
Dubuque Bank & Trust
Iowa
$1.02M -$86.4K -732 -8%
QCIG
815
Quad-Cities Investment Group
Iowa
$1M +$202K +1,712 +25%
TFS
816
TrustCore Financial Services
Tennessee
$997K +$463K +3,924 +87%
IFWM
817
Institute for Wealth Management
Colorado
$987K +$143K +1,207 +17%
RIA
818
Realta Investment Advisors
Delaware
$976K +$256K +2,170 +36%
PWM
819
Perigon Wealth Management
California
$973K +$90.5K +767 +10%
IC
820
Inscription Capital
Texas
$969K +$131K +1,106 +16%
AF
821
Apexium Financial
Texas
$964K +$9.45K +80 +1%
NA
822
Nottingham Advisors
New York
$955K
KM
823
Kalos Management
Georgia
$954K -$94.9K -811 -9%
SCG
824
Sonata Capital Group
Washington
$954K +$267K +2,258 +39%
SWP
825
Strategic Wealth Partners
Ohio
$951K +$4.37K +37 +0.5%