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 %
TC
1101
TownSquare Capital
Utah
$285K +$22.6K +192 +9%
WDL
1102
Well Done LLC
Michigan
$283K
MCM
1103
Mengis Capital Management
Oregon
$283K +$16.5K +140 +6%
DY
1104
Dowling & Yahnke
California
$281K -$1.41K -12 -0.5%
CSIC
1105
Clifford Swan Investment Counsel
California
$281K +$281K +2,383 New
BL
1106
BCWM LLC
Kansas
$280K -$7.56K -64 -3%
HWA
1107
HCR Wealth Advisors
California
$276K -$46.6K -395 -14%
AMIM
1108
Aull & Monroe Investment Management
Alabama
$276K
ODCM
1109
Old Dominion Capital Management
Virginia
$274K
FWM
1110
Frontier Wealth Management
Missouri
$274K +$274K +2,323 New
AIM
1111
Alhambra Investment Management
Florida
$273K +$273K +2,311 New
CQS
1112
Credential Qtrade Securities
$273K
QPWM
1113
Quadrant Private Wealth Management
Pennsylvania
$272K
MWM
1114
Modera Wealth Management
New Jersey
$272K +$272K +2,308 New
WPW
1115
Waldron Private Wealth
Pennsylvania
$270K -$16.1K -137 -6%
BWM
1116
Brickley Wealth Management
California
$269K +$2.95K +25 +1%
BO
1117
Bank OZK
Arkansas
$268K +$63.8K +541 +31%
TWM
1118
Titus Wealth Management
California
$266K +$20.9K +177 +9%
CIAS
1119
Capital Investment Advisory Services
North Carolina
$266K +$102K +862 +62%
AWM
1120
Atticus Wealth Management
Florida
$264K +$118 +1 +0%
THWM
1121
Taylor Hoffman Wealth Management
Virginia
$261K -$1.89K -16 -0.7%
CA
1122
Capital Advantage
California
$261K +$261K +2,218 New
SHWM
1123
Silicon Hills Wealth Management
Texas
$260K -$15.4K -130 -6%
MSA
1124
Marino Stram & Associates
Massachusetts
$260K +$260K +2,003 New
C
1125
Certuity
Florida
$259K +$1.42K +12 +0.5%