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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
276
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.4M
NRI
277
NFP Retirement Inc
California
$19.4M +$14.4M +148,792 +293%
AWM
278
Avondale Wealth Management
Texas
$19.4M +$19.2M +198,112 +13,207%
CFA
279
Capstone Financial Advisors
Illinois
$19.4M -$4.64M -47,834 -19%
GVAG
280
Great Valley Advisor Group
Delaware
$19.3M -$151K -1,559 -0.8%
CPO
281
Cerity Partners OCIO
New York
$19.1M +$1.4M +14,390 +8%
GGS
282
Galvin Gaustad & Stein
Arizona
$18.9M +$160K +1,651 +0.9%
PCA
283
Personal Capital Advisors
California
$18.8M +$13.6M +139,891 +257%
LFS
284
Lutz Financial Services
Nebraska
$18.7M -$1.79M -18,505 -9%
AI
285
Atria Investments
North Carolina
$18.6M +$9.94M +102,532 +114%
FBT
286
First Bank & Trust
South Dakota
$18.6M +$570K +5,878 +3%
STA
287
Summit Trail Advisors
New York
$18.6M +$3.63M +37,405 +24%
PFS
288
Prospera Financial Services
Texas
$17.9M +$2.67M +27,506 +18%
PP
289
Passaic Partners
New Jersey
$17.8M +$17.8M +183,796 New
ACM
290
Agincourt Capital Management
Virginia
$17.7M +$37.5K +387 +0.2%
SFG
291
Snider Financial Group
Washington
$17.7M +$109K +1,125 +0.6%
PFA
292
Pathway Financial Advisors
Vermont
$17.7M +$17.3M +178,216 +4,653%
BBWP
293
Beacon Bridge Wealth Partners
Pennsylvania
$17.5M +$17.5M +180,239 New
WP
294
WealthSpring Partners
California
$17.4M +$789K +8,138 +5%
VCM
295
Verger Capital Management
North Carolina
$17.2M +$353K +3,638 +2%
G
296
GenTrust
Florida
$17.2M -$1.36M -14,069 -7%
ASN
297
Advisory Services Network
Georgia
$17.1M -$545K -5,619 -3%
VWA
298
Visionary Wealth Advisors
Illinois
$17M -$2.28M -23,531 -12%
NYLIM
299
New York Life Investment Management
New York
$16.8M +$3.3M +34,045 +24%
Comerica Bank
300
Comerica Bank
Texas
$16.8M +$9.88M +99,056 +142%