AGG icon

iShares Core US Aggregate Bond ETF

1,584 hedge funds and large institutions have $74.4B invested in iShares Core US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 640 increasing their positions, 532 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
+155
Holders Change %
+10.85%
% of All Funds
24.46%
Holding in Top 10
294
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.94%
% of All Funds
4.54%
New
264
Increased
640
Reduced
532
Closed
81
Calls
$28.6M
Puts
$13.6M
Net Calls
+$15M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
876
WC Walker & Associates
California
$1.3M +$77K +687 +6%
JFG
877
JMG Financial Group
Illinois
$1.29M +$227K +1,991 +21%
RF
878
Resolute Financial
Massachusetts
$1.29M +$1.29M +11,272 New
CAWM
879
Capital Advisors Wealth Management
Washington
$1.28M -$373K -3,269 -23%
AP
880
Appleton Partners
Massachusetts
$1.28M -$187K -1,637 -13%
LL
881
LPWM LLC
Minnesota
$1.28M +$560K +4,906 +78%
S
882
SignatureFD
Georgia
$1.28M -$49.6K -435 -4%
PP
883
Patron Partners
Texas
$1.28M +$167K +1,461 +15%
CAG
884
Csenge Advisory Group
Florida
$1.28M -$171K -1,488 -12%
IFWM
885
Institute for Wealth Management
Colorado
$1.27M +$41.9K +367 +3%
GF
886
Gries Financial
Ohio
$1.27M +$685 +6 +0.1%
KM
887
Kalos Management
Georgia
$1.27M +$12.5K +109 +1%
FWM
888
Focused Wealth Management
New York
$1.27M +$929K +8,148 +274%
FH
889
FWG Holdings
Florida
$1.27M -$85.7K -776 -6%
SC
890
Solstein Capital
California
$1.26M -$64.7K -567 -5%
CF
891
Clarity Financial
Texas
$1.25M -$2.32M -20,344 -65%
CWM
892
Congress Wealth Management
Massachusetts
$1.25M +$1.25M +10,947 New
SFG
893
SNS Financial Group
Minnesota
$1.25M -$118K -1,035 -9%
TWA
894
TPB Wealth Advisors
Texas
$1.24M +$177K +1,546 +17%
FDCDDQ
895
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M +$130K +1,142 +12%
BI
896
Berkeley Inc
Idaho
$1.24M -$22.8K -200 -2%
EW
897
Element Wealth
Mississippi
$1.24M +$63.3K +555 +5%
GWM
898
Grand Wealth Management
Michigan
$1.24M +$1.24M +10,841 New
HAC
899
Harbor Advisory Corp
New Hampshire
$1.23M
UFA
900
US Financial Advisors
Massachusetts
$1.22M +$151K +1,320 +14%