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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 %
RPG
326
Resource Planning Group
Georgia
$14.5M +$1.28M +13,234 +10%
William Blair & Company
327
William Blair & Company
Illinois
$14.5M -$7.97M -82,220 -36%
CIBC World Market
328
CIBC World Market
Ontario, Canada
$14.3M -$318K -3,275 -2%
SIA
329
Schechter Investment Advisors
Michigan
$14.3M +$13.2M +135,693 +1,162%
CFG
330
Citizens Financial Group
Rhode Island
$14.2M +$8.57M +88,330 +152%
PAMS
331
Pictet Asset Management (Switzerland)
Switzerland
$14.2M -$4.71M -48,600 -25%
SA
332
Sunesis Advisors
Kansas
$14.1M -$3.88K -40 -0%
WI
333
WrapManager Inc
California
$14.1M -$1.4M -14,481 -9%
CPW
334
Crestmont Private Wealth
Texas
$14M +$597K +6,154 +4%
VFM
335
Valley Financial Management
New York
$14M -$7.44M -76,694 -35%
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$14M +$11.6M +119,546 +480%
LWM
337
Ledge Wealth Management
Minnesota
$13.7M +$10.2M +105,343 +293%
KP
338
Keel Point
Alabama
$13.6M +$1.32M +13,572 +11%
LFS
339
Legacy Financial Strategies
Kansas
$13.6M -$1.21M -12,443 -8%
SFP
340
Strategic Financial Partners
Oregon
$13.6M +$3.23M +33,352 +31%
DI
341
Diligent Investors
California
$13.5M -$766K -7,898 -5%
ISWM
342
Independent Solutions Wealth Management
New York
$13.5M +$1.22M +12,583 +10%
PAG
343
Private Advisor Group
New Jersey
$13.5M +$2.24M +53,434 +20%
WSTAM
344
Wilbanks Smith & Thomas Asset Management
Virginia
$13.3M -$4.03M -41,520 -23%
BA
345
Ballast Advisors
Minnesota
$13.3M +$1.45M +14,905 +12%
AWM
346
Abound Wealth Management
Tennessee
$13.3M +$641K +6,614 +5%
CIP
347
Capital Insight Partners
Arizona
$13.2M -$1.14M -11,727 -8%
NC
348
NewSquare Capital
Pennsylvania
$13.2M +$914K +9,419 +7%
ECG
349
Edge Capital Group
Georgia
$13.2M +$3.72M +38,340 +39%
JWM
350
Janiczek Wealth Management
Colorado
$13.1M +$1.36M +13,540 +12%