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 %
WIA
1176
Westbourne Investment Advisors
Maryland
$477K -$35.7K -368 -7%
FIA
1177
Foundations Investment Advisors
Arizona
$475K +$4.95K +51 +1%
AFM
1178
Andesa Financial Management
Pennsylvania
$474K -$19.4K -200 -4%
BWM
1179
Bulltick Wealth Management
Florida
$473K +$473K +4,880 New
SP
1180
Successful Portfolios
Florida
$473K -$68K -701 -13%
LNWWM
1181
Laird Norton Wetherby Wealth Management
California
$472K +$50.4K +520 +12%
PFM
1182
Parsec Financial Management
North Carolina
$472K -$138K -1,425 -23%
GW
1183
GW & Wade
Massachusetts
$471K -$1.37M -14,120 -74%
BIAS
1184
Beacon Investment Advisory Services
New Jersey
$469K -$58.3K -601 -11%
RFA
1185
Register Financial Advisors
Georgia
$469K +$469K +4,836 New
SFG
1186
StrategIQ Financial Group
Indiana
$468K +$204K +2,103 +77%
RW
1187
Regimen Wealth
Georgia
$467K +$467K +4,814 New
JWCA
1188
J.W. Coons Advisors
Ohio
$467K -$67.9K -700 -13%
AWM
1189
Aprio Wealth Management
Georgia
$463K -$13.4M -138,529 -97%
MCM
1190
Mattern Capital Management
Colorado
$463K +$27.2K +280 +6%
V
1191
Veritable
Delaware
$462K +$51.2K +528 +12%
SC
1192
Solstein Capital
California
$461K -$409K -4,217 -47%
PS
1193
Planned Solutions
California
$461K +$4.46K +46 +1%
VIA
1194
Vident Investment Advisory
Georgia
$461K +$461K +4,753 New
FOA
1195
Five Oceans Advisors
California
$461K +$4.66K +48 +1%
WF
1196
Welch & Forbes
Massachusetts
$460K -$49.2K -507 -10%
FMP
1197
Financial Management Professionals
Texas
$459K -$217K -2,233 -32%
PPWP
1198
Proquility Private Wealth Partners
Nevada
$458K +$458K +331,323 New
FDCDDQ
1199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$458K -$532K -5,482 -54%
CAWM
1200
Capital Advisors Wealth Management
Washington
$456K -$30.9K -319 -6%