AGG icon

iShares Core US Aggregate Bond ETF

1,620 hedge funds and large institutions have $81.8B invested in iShares Core US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 599 increasing their positions, 628 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,620
Holders Change
+137
Holders Change %
+9.24%
% of All Funds
26.14%
Holding in Top 10
316
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+9.34%
% of All Funds
5.1%
New
279
Increased
599
Reduced
628
Closed
110
Calls
$10.8M
Puts
$51.1M
Net Calls
-$40.3M
Net Calls Change
-$83.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
876
Baker Avenue Asset Management
California
$1.42M -$80M -824,587 -98%
TIM
877
Total Investment Management
Arizona
$1.41M +$258K +2,660 +22%
NFP
878
Narus Financial Partners
Utah
$1.4M +$16K +165 +1%
SB
879
Strategic Blueprint
Georgia
$1.39M -$309K -3,189 -18%
Deutsche Bank
880
Deutsche Bank
Germany
$1.39M -$13.5M -139,100 -91%
ACM
881
AlphaStar Capital Management
North Carolina
$1.39M -$24.6K -259 -2%
CWA
882
Canvas Wealth Advisors
Kansas
$1.38M -$82.1K -815 -6%
CIM
883
Confluence Investment Management
Missouri
$1.37M +$1.37M +14,126 New
ACA
884
Ascension Capital Advisors
Texas
$1.36M +$1.36M +14,026 New
GBT
885
Grove Bank & Trust
Florida
$1.35M -$590K -6,085 -30%
W
886
WealthOne
New York
$1.34M
HI
887
Hendershot Investments
Virginia
$1.33M -$678K -6,995 -34%
TWP
888
Total Wealth Planning
Ohio
$1.33M +$816K +8,415 +158%
NEPWA
889
New England Private Wealth Advisors
Massachusetts
$1.33M -$182K -1,876 -12%
TTWM
890
TCV Trust & Wealth Management
Virginia
$1.33M +$1.33M +13,687 New
BOTW
891
Bank of the West
California
$1.32M +$1.32M +13,587 New
ACM
892
Alamar Capital Management
California
$1.31M -$7.27K -75 -0.6%
GWM
893
GSB Wealth Management
Connecticut
$1.31M -$97 -1 -0%
WP
894
WealthSource Partners
California
$1.31M -$174K -1,795 -12%
UWM
895
USAdvisors Wealth Management
Minnesota
$1.3M -$231K -2,382 -15%
MA
896
MCF Advisors
Kentucky
$1.29M -$56.1M -577,947 -98%
TWM
897
Tolleson Wealth Management
Texas
$1.29M +$348K +3,588 +37%
CWM
898
Connecticut Wealth Management
Connecticut
$1.29M -$47.7K -492 -4%
TWA
899
TPB Wealth Advisors
Texas
$1.28M +$38.2K +341 +3%
SCM
900
SCS Capital Management
Massachusetts
$1.28M +$437K +4,500 +52%