AGG icon

iShares Core US Aggregate Bond ETF

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
UR
176
USCA RIA
Texas
$24.6M -$5.93M -51,357 -19%
WC
177
Whitney & Co
New York
$24.6M +$939K +8,138 +4%
Fisher Asset Management
178
Fisher Asset Management
Washington
$24.4M +$1.36M +11,830 +6%
GLR
179
Great Lakes Retirement
Ohio
$24.4M +$22.9M +199,337 +1,540%
BAM
180
Brave Asset Management
New Jersey
$24.4M +$19.5M +168,946 +400%
IWC
181
Integrated Wealth Concepts
Massachusetts
$24.3M +$5.64M +48,887 +30%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$24.1M +$11.4M +97,382 +90%
JWA
183
JFS Wealth Advisors
Pennsylvania
$24.1M -$261K -2,265 -1%
EPP
184
ETF Portfolio Partners
Kansas
$24M -$7.14M -61,878 -23%
PSUF
185
People's United Financial
Connecticut
$23.8M +$944K +8,185 +4%
FHA
186
First Horizon Advisors
Tennessee
$23.4M +$784K +6,795 +3%
AW
187
Avion Wealth
Texas
$22.7M +$22.7M +196,569 New
CCP
188
Cardan Capital Partners
Colorado
$22.2M +$19M +165,047 +604%
HCA
189
Heck Capital Advisors
Wisconsin
$22.1M +$3.42M +29,679 +18%
NA
190
NewEdge Advisors
Louisiana
$21.9M +$2.34M +20,313 +12%
AA
191
Alesco Advisors
New York
$21.9M -$4.85M -42,080 -18%
SMM
192
Stadion Money Management
Georgia
$21.6M -$4.26M -36,925 -16%
SBWM
193
Sunflower Bank Wealth Management
Arizona
$21.4M +$6.04M +52,364 +39%
WIP
194
Wellesley Investment Partners
Massachusetts
$21.3M +$164K +1,423 +0.8%
FTIOP
195
Fiduciary Trust International of Pennsylvania
Pennsylvania
$21.2M +$21.2M +183,889 New
SOMRS
196
State of Michigan Retirement System
Michigan
$20.8M +$20.8M +180,000 New
SG Americas Securities
197
SG Americas Securities
New York
$20.6M -$99.8M -864,644 -83%
AWM
198
Aprio Wealth Management
Georgia
$20.4M -$5.65M -48,946 -22%
VCM
199
Verger Capital Management
North Carolina
$20.2M -$1.87M -16,194 -8%
TK
200
TIAA Kaspick
Massachusetts
$20.1M -$20.6M -178,465 -51%