AGG icon

iShares Core US Aggregate Bond ETF

1,429 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 646 increasing their positions, 509 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-18
Holders Change %
-1.24%
% of All Funds
25.1%
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.65%
New
84
Increased
646
Reduced
509
Closed
78
Calls
$46.4M
Puts
$23.6M
Net Calls
+$22.8M
Net Calls Change
-$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
1251
Weatherly Asset Management
California
$235K -$43K -374 -15%
CCM
1252
Carlson Capital Management
Minnesota
$235K
EWA
1253
Evolution Wealth Advisors
Florida
$234K
GSEP
1254
Golden State Equity Partners
California
$234K +$234K +2,039 New
LWA
1255
Lenox Wealth Advisors
New York
$233K +$34.3K +299 +17%
MPW
1256
MA Private Wealth
California
$231K -$1.22M -10,589 -84%
BFIM
1257
Beese Fulmer Investment Management
Ohio
$231K
TSA
1258
Tri-Star Advisors
Texas
$228K +$228K +1,986 New
SIM
1259
Sonora Investment Management
Arizona
$227K +$154K +1,343 +213%
CASB
1260
Cape Ann Savings Bank
Massachusetts
$226K
TFGT
1261
TS Financial Group (TSFG)
Illinois
$226K
QAM
1262
QCI Asset Management
New York
$225K +$918 +8 +0.4%
WCF
1263
West Coast Financial
California
$225K +$17.9K +156 +9%
CAC
1264
Certified Advisory Corp
Florida
$224K -$235K -2,039 -51%
WI
1265
Wintrust Investments
Illinois
$224K -$11.5K -100 -5%
Calamos Advisors
1266
Calamos Advisors
Illinois
$224K
ARG
1267
Advisory Resource Group
Oklahoma
$223K -$6.23M -54,217 -97%
MC
1268
Moors & Cabot
Massachusetts
$223K -$20.3K -177 -8%
LWM
1269
Liberty Wealth Management
California
$219K +$68.7K +598 +46%
NFSG
1270
Newbridge Financial Services Group
Florida
$217K +$18.5K +161 +9%
AMIM
1271
Aull & Monroe Investment Management
Alabama
$216K
LWANC
1272
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K -$13.8K -120 -6%
JCM
1273
Janney Capital Management
Pennsylvania
$212K -$55.5K -482 -21%
SWM
1274
Sugarloaf Wealth Management
Georgia
$212K -$34.2K -298 -14%
AIM
1275
Alhambra Investment Management
Florida
$212K -$4.71K -41 -2%