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.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.12%
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 Holding Trade Value Shares
Change
Shares
Change %
SWMP
1526
Signature Wealth Management Partners
New Jersey
$208K -$65.4K -668 -24%
HSG
1527
Helen Stephens Group
Texas
$207K +$207K +2,118 New
TWM
1528
Tanglewood Wealth Management
Texas
$207K
WWP
1529
WR Wealth Planners
Missouri
$207K +$207K +2,111 New
DWP
1530
Destiny Wealth Partners
Florida
$206K
MWA
1531
Midland Wealth Advisors
Illinois
$206K +$206K +2,100 New
CVA
1532
Central Valley Advisors
California
$205K +$5.09K +52 +3%
FCM
1533
Family Capital Management
Michigan
$205K -$1.18K -12 -0.6%
MI
1534
Moneywise Inc
Virginia
$205K -$75K -766 -27%
RA
1535
Rise Advisors
New York
$204K -$588 -6 -0.3%
AP
1536
Appleton Partners
Massachusetts
$203K -$81.4K -830 -29%
VPIM
1537
Vanguard Personalized Indexing Management
California
$202K +$202K +2,061 New
VDI
1538
Vaughan David Investments
Illinois
$201K +$201K +2,050 New
YWM
1539
Yoder Wealth Management
California
$201K -$18.2K -186 -8%
MCM
1540
MidAtlantic Capital Management
Virginia
$196K
WSCM
1541
Wellington Shields Capital Management
New York
$196K
HBT
1542
Hills Bank & Trust
Iowa
$193K +$25.7K +262 +15%
MFC
1543
Morris Financial Concepts
South Carolina
$190K +$9.6K +98 +5%
CB
1544
CNB Bank
Pennsylvania
$180K +$114K +1,169 +176%
PA
1545
PSI Advisors
Florida
$178K +$1.96K +20 +1%
HBW
1546
Hazlett, Burt & Watson
West Virginia
$175K -$19.2K -196 -10%
FSWA
1547
Financial Synergies Wealth Advisors
Texas
$175K -$47.5K -485 -21%
IPW
1548
Impact Partnership Wealth
Georgia
$174K -$37.1K -379 -18%
MPCG
1549
Matrix Private Capital Group
New York
$171K
DSC
1550
Duncker Streett & Co
Missouri
$163K