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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 %
CWP
301
Cyndeo Wealth Partners
Florida
$16.8M +$16.8M +173,034 New
TGAM
302
TBH Global Asset Management
Tennessee
$16.7M -$2.04M -21,038 -11%
WT
303
Washington Trust
Rhode Island
$16.7M +$775K +7,989 +5%
FSC
304
Full Sail Capital
Oklahoma
$16.7M +$2.38M +24,580 +17%
EWA
305
Exencial Wealth Advisors
Oklahoma
$16.5M +$12.3M +126,850 +293%
OBWG
306
Onyx Bridge Wealth Group
New York
$16.4M -$1.35M -13,636 -8%
TFA
307
Transamerica Financial Advisors
Florida
$16.4M +$14.2M +146,778 +662%
PWM
308
Prentice Wealth Management
New York
$16.3M +$16.3M +168,065 New
BIS
309
BG Investment Services
Guam
$16M +$437K +4,506 +3%
HH
310
Hilltop Holdings
Texas
$15.9M +$7.38M +76,104 +86%
TPCW
311
TD Private Client Wealth
New York
$15.9M +$9.79M +100,989 +160%
FMWA
312
Forvis Mazars Wealth Advisors
Missouri
$15.9M +$11.3M +116,880 +251%
TW
313
Transform Wealth
Colorado
$15.6M +$7.18M +74,003 +85%
AG
314
Ascent Group
Virginia
$15.6M -$260K -2,678 -2%
MSFS
315
Main Street Financial Solutions
Pennsylvania
$15.6M -$378K -3,896 -2%
AWA
316
Archvest Wealth Advisors
California
$15.5M -$218K -2,250 -1%
ACG
317
Allen Capital Group
Nebraska
$15.5M +$15.5M +159,982 New
XF
318
XML Financial
Maryland
$15.4M +$2.06M +21,205 +15%
PA
319
Parkside Advisors
California
$15.3M -$2.04M -21,067 -12%
BSSFA
320
Baron Silver Stevens Financial Advisors
Florida
$15.1M -$1.71M -17,617 -10%
BA
321
Bristlecone Advisors
Washington
$14.7M -$2.11M -21,736 -13%
WC
322
Weil Company
California
$14.7M +$10.7M +109,911 +267%
FFBTD
323
First Financial Bank - Trust Division
Ohio
$14.6M +$12.8M +132,228 +707%
SWA
324
Stratos Wealth Advisors
Ohio
$14.6M -$1M -10,317 -6%
Jane Street
325
Jane Street
New York
$14.6M -$240M -2,474,272 -94%