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 %
WBC
1476
West Branch Capital
Massachusetts
$131K +$10.2K +105 +8%
FWA
1477
Freedom Wealth Alliance
Wisconsin
$126K +$126K +1,302 New
WAG
1478
Windsor Advisory Group
Ohio
$126K +$126K +1,297 New
AIC
1479
Archer Investment Corporation
Indiana
$126K -$413K -4,252 -77%
RDFA
1480
Ritter Daniher Financial Advisory
Ohio
$124K
AFS
1481
Annapolis Financial Services
Maryland
$124K +$112K +1,153 +953%
JAM
1482
JCIC Asset Management
Ontario, Canada
$123K
AIM
1483
Axiom Investment Management
New York
$122K -$422K -4,353 -78%
Barclays
1484
Barclays
United Kingdom
$122K -$1.19M -12,234 -91%
KFI
1485
Key Financial Inc
Pennsylvania
$122K
AA
1486
Addison Advisors
Vermont
$122K +$122K +1,255 New
MTIC
1487
Missouri Trust & Investment Company
Missouri
$120K +$8.86K +91 +8%
SWM
1488
Sugarloaf Wealth Management
Georgia
$119K -$10.6K -109 -8%
OFG
1489
Oxford Financial Group
Indiana
$117K +$291 +3 +0.2%
BCA
1490
Bray Capital Advisors
Florida
$116K
TAM
1491
Tucker Asset Management
Colorado
$114K +$114K +1,170 New
CSWM
1492
Cassady Schiller Wealth Management
Ohio
$111K -$229K -2,363 -67%
WCM
1493
Wunderlich Capital Managemnt
Tennessee
$110K -$4.75M -48,757 -98%
TF
1494
TimeScale Financial
Massachusetts
$107K +$96 +1 +0.1%
CA
1495
Centerpoint Advisors
Massachusetts
$103K
FPB
1496
First PREMIER Bank
South Dakota
$102K +$94.1K +970 +1,198%
CWA
1497
Core Wealth Advisors
Florida
$99.1K +$73.9K +762 +293%
LS
1498
Leelyn Smith
Illinois
$98.3K -$8.63K -89 -8%
FPFS
1499
First Personal Financial Services
North Carolina
$98.3K +$94.8K +977 +2,641%
TLA
1500
Tanglewood Legacy Advisors
Texas
$97.8K +$97.8K +1,008 New