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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 %
RFG
376
RFP Financial Group
Georgia
$11.3M +$11.3M +116,009 New
FCIM
377
Fairview Capital Investment Management
California
$11.2M -$3.15M -32,430 -22%
PFM
378
Peak Financial Management
Massachusetts
$11.2M +$386K +3,984 +4%
JFGIW
379
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.2M +$5.65M +58,277 +102%
RC
380
Roundview Capital
New Jersey
$11.1M -$5.57M -57,393 -33%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$11.1M +$669K +6,900 +6%
BWCS
382
Beirne Wealth Consulting Services
Connecticut
$11M -$1.34M -13,807 -11%
GCA
383
Greenwood Capital Associates
South Carolina
$11M -$2.72K -28 -0%
SWP
384
Stratos Wealth Partners
Ohio
$11M -$2.83M -29,176 -20%
CA
385
Cetera Advisors
Colorado
$10.9M +$4.61M +47,537 +73%
HFS
386
HBC Financial Services
Washington
$10.9M +$140K +1,426 +1%
GFWA
387
Grey Fox Wealth Advisors
Delaware
$10.7M +$10.7M +110,499 New
LL
388
LPWM LLC
Minnesota
$10.7M +$1.38M +13,986 +15%
CSIA
389
Charles Schwab Investment Advisory
California
$10.7M +$826K +8,520 +8%
OPS
390
Orion Portfolio Solutions
Nebraska
$10.6M -$743K -7,656 -7%
AWAP
391
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$10.6M +$309K +3,189 +3%
IWM
392
IHT Wealth Management
Illinois
$10.6M -$961K -9,909 -8%
TWA
393
TCI Wealth Advisors
Arizona
$10.6M -$681K -7,026 -6%
DT
394
Diversified Trust
Tennessee
$10.4M +$638K +6,573 +7%
AA
395
AJ Advisors
Tennessee
$10.4M +$10.4M +107,105 New
MPPLM
396
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10.2M -$316K -3,258 -3%
CAG
397
Crestwood Advisors Group
Massachusetts
$10.2M -$2.53M -26,036 -20%
TAM
398
TCP Asset Management
Ohio
$10.2M +$10.2M +105,176 New
OBWP
399
O'Brien Wealth Partners
Massachusetts
$10.1M -$7.47K -77 -0.1%
RSWM
400
Robertson Stephens Wealth Management
California
$10M +$4.01M +41,323 +66%