AGG icon

iShares Core US Aggregate Bond ETF

1,733 hedge funds and large institutions have $91.1B invested in iShares Core US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 820 increasing their positions, 613 reducing their positions, and 128 closing their positions.

Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.13%
Holding in Top 10
352
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.28%
% of All Funds
5.1%
New
131
Increased
820
Reduced
613
Closed
128
Calls
$26.1M
Puts
$3.21M
Net Calls
+$22.9M
Net Calls Change
+$61.4M
Name Market Value Shares Shares
Change
Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$87.9M 898,215 -181,655 -17%
BNP Paribas Asset Management
102
BNP Paribas Asset Management
France
$87.8M 896,795 +896,795 New
MCWS
103
McKinley Carter Wealth Services
West Virginia
$87.3M 890,962 +48,554 +6%
KeyBank National Association
104
KeyBank National Association
Ohio
$85.3M 871,206 -1,842 -0.2%
SPIA
105
Steward Partners Investment Advisory
New York
$83.8M 855,510 +367,841 +75%
TC
106
Trust Company
Kansas
$83.5M 852,519 +12,118 +1%
Lido Advisors
107
Lido Advisors
California
$83.3M 850,409 -54,072 -6%
BPA
108
Beacon Pointe Advisors
California
$82.2M 838,967 +38,043 +5%
Fisher Asset Management
109
Fisher Asset Management
Washington
$82.1M 838,647 -2,638 -0.3%
R
110
Rebalance
California
$81.7M 833,940 +12,302 +1%
B
111
Barings
North Carolina
$77.9M 795,430 -116,107 -13%
CWG
112
Cornerstone Wealth Group
North Carolina
$77.7M 792,962 +18,350 +2%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$77.5M 791,157 +288,491 +57%
AF
114
Alerus Financial
North Dakota
$76.9M 785,455 +16,025 +2%
SCM
115
Steele Capital Management
Iowa
$76.5M 780,702 +53,005 +7%
RWM
116
Ritholtz Wealth Management
New York
$76.1M 777,265 +445,707 +134%
TC
117
Toews Corporation
New Jersey
$75.9M 774,639 +774,639 New
WB
118
WesBanco Bank
West Virginia
$75.5M 770,639 +168,646 +28%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$74.5M 761,016 +92,161 +14%
BAAM
120
Baker Avenue Asset Management
California
$74.2M 758,054 +30,873 +4%
ZIM
121
Zacks Investment Management
Illinois
$73.5M 750,002 +261,741 +54%
SMFG
122
Sumitomo Mitsui Financial Group
Japan
$73.1M 746,120 +115,819 +18%
JHCM
123
Juniper Hill Capital Management
California
$72.1M 736,489
NA
124
NewEdge Advisors
Louisiana
$70.3M 717,652 +6,649 +0.9%
EA
125
Efficient Advisors
Ohio
$69.1M 705,539 +18,182 +3%