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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 %
IFA
351
Interactive Financial Advisors
Illinois
$12.9M +$147K +1,520 +1%
CAL
352
Capital Analysts LLC
Pennsylvania
$12.8M +$11.9M +122,331 +1,235%
NW
353
Naviter Wealth
Arkansas
$12.8M +$2.02M +20,193 +19%
CH
354
Canton Hathaway
Rhode Island
$12.7M
CWM
355
Chesapeake Wealth Management
Virginia
$12.7M -$1.22M -12,553 -9%
PAMG
356
Patton Albertson Miller Group
Tennessee
$12.6M +$12.6M +129,626 New
DAS
357
Dynamic Advisor Solutions
Arizona
$12.6M -$1.12M -11,563 -8%
VAS
358
Vestmark Advisory Solutions
Massachusetts
$12.3M +$3.03M +31,291 +33%
FPAS
359
Focus Partners Advisor Solutions
Missouri
$12.3M +$29K +299 +0.2%
EIP
360
Easterly Investment Partners
Massachusetts
$12.3M +$97 +1 +0%
BC
361
Bowman & Company
Wisconsin
$12.2M +$319K +3,291 +3%
WB
362
Webster Bank
Connecticut
$12.2M +$1.03M +10,568 +9%
AFA
363
Atlas Financial Advisors
California
$12.2M -$6.18M -63,679 -34%
9WM
364
9258 Wealth Management
Ohio
$12M +$1.28M +13,190 +12%
TIA
365
Tiemann Investment Advisors
California
$12M -$4.59M -47,342 -28%
PWM
366
Perigon Wealth Management
California
$11.8M +$11.2M +115,158 +1,917%
RA
367
RFG Advisory
Alabama
$11.7M +$11.1M +111,153 +1,695%
VCA
368
Verdence Capital Advisors
Maryland
$11.7M +$2.23M +22,954 +24%
FA
369
FC Advisory
Pennsylvania
$11.5M -$637K -6,571 -5%
VHAM
370
Van Hulzen Asset Management
California
$11.5M -$10.4M -107,038 -47%
SFS
371
Sowell Financial Services
Arkansas
$11.5M +$6.84M +70,506 +147%
SCP
372
Silverleafe Capital Partners
Tennessee
$11.5M +$11.5M +118,124 New
FEG
373
Fund Evaluation Group
Ohio
$11.4M -$5.46M -56,277 -32%
LNC
374
Lincoln National Corp
Pennsylvania
$11.3M +$1.29M +13,313 +13%
P
375
Pitcairn
Pennsylvania
$11.3M +$9.07M +93,565 +415%