AGG icon

iShares Core US Aggregate Bond ETF

1,527 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 529 increasing their positions, 743 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-22
Holders Change %
-1.42%
% of All Funds
25.82%
Holding in Top 10
283
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.04%
% of All Funds
4.79%
New
125
Increased
529
Reduced
743
Closed
135
Calls
$70.5M
Puts
$2.59M
Net Calls
+$67.9M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
926
Cambridge Advisors
Nebraska
$909K
FA
927
Fortis Advisors
Pennsylvania
$903K +$197K +1,936 +28%
LWM
928
Lyell Wealth Management
California
$902K +$156K +1,532 +21%
ANBT
929
American National Bank & Trust
Texas
$901K -$42.3K -416 -4%
AAP
930
Arax Advisory Partners
Colorado
$897K +$330K +3,248 +58%
PJSIMP
931
P.J. Schmidt Investment Management (PJS)
Wisconsin
$887K -$15.8M -155,712 -95%
Loomis, Sayles & Company
932
Loomis, Sayles & Company
Massachusetts
$882K +$835K +8,210 +1,785%
CIA
933
Capital Investment Advisors
Georgia
$880K -$73.4K -722 -8%
VFPI
934
Vantage Financial Partners (Illinois)
Illinois
$880K +$880K +8,651 New
IIC
935
Integrated Investment Consultants
Michigan
$879K -$63.5K -624 -7%
PIA
936
Pinion Investment Advisors
Kansas
$878K -$137K -1,343 -13%
PCA
937
Providence Capital Advisors
North Carolina
$876K -$19.1K -188 -2%
HDIM
938
Hanson & Doremus Investment Management
Vermont
$870K -$252K -2,476 -22%
Fiera Capital (Canada)
939
Fiera Capital (Canada)
Quebec, Canada
$868K +$285K +2,804 +49%
IC
940
Inscription Capital
Texas
$867K +$29.1K +286 +3%
RWB
941
RMR Wealth Builders
New Jersey
$853K -$444K -4,371 -34%
GLA
942
Good Life Advisors
Pennsylvania
$850K -$63.5K -624 -7%
CWM
943
Congress Wealth Management
Massachusetts
$844K -$123K -1,206 -13%
NRI
944
NFP Retirement Inc
California
$841K +$570K +5,604 +210%
ICG
945
InterOcean Capital Group
Tennessee
$832K +$832K +8,184 New
BOM
946
Bank of Marin
California
$824K -$6.31K -62 -0.8%
CCMD
947
Cypress Capital Management (Delaware)
Delaware
$821K -$4.58K -45 -0.6%
SCA
948
Stillwater Capital Advisors
Pennsylvania
$820K +$110K +1,085 +16%
AWP
949
Ascent Wealth Partners
New York
$815K +$815K +7,764 New
SFS
950
Summit Financial Strategies
Ohio
$806K -$54.5K -536 -6%