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iShares Core US Aggregate Bond ETF

1,527 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 529 increasing their positions, 743 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-22
Holders Change %
-1.42%
% of All Funds
25.82%
Holding in Top 10
283
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.04%
% of All Funds
4.79%
New
125
Increased
529
Reduced
743
Closed
135
Calls
$70.5M
Puts
$2.59M
Net Calls
+$67.9M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
401
Burleson & Co
California
$8.64M -$464K -4,566 -5%
OPW
402
Oxler Private Wealth
New York
$8.62M +$8.62M +84,815 New
TC
403
TownSquare Capital
Utah
$8.61M +$7.89M +77,608 +1,094%
FMWA
404
Forvis Mazars Wealth Advisors
Missouri
$8.5M +$3.32M +32,662 +64%
LGWM
405
Litman Gregory Wealth Management
California
$8.33M -$515K -5,065 -6%
JWCA
406
J.W. Cole Advisors
Florida
$8.26M -$838K -8,237 -9%
SQA
407
Simon Quick Advisors
New Jersey
$8.09M +$8.07M +78,553 +33,145%
FTS
408
Fifth Third Securities
Ohio
$8.09M +$8.09M +79,539 New
AIA
409
Arbor Investment Advisors
North Carolina
$8.05M -$216K -2,126 -3%
AFP
410
Ausdal Financial Partners
Iowa
$8.02M -$590K -5,803 -7%
EK
411
Evensky & Katz
Florida
$7.95M -$295K -2,899 -4%
AWM
412
Apollon Wealth Management
South Carolina
$7.94M +$75.1K +739 +1%
SS
413
Simplicity Solutions
Minnesota
$7.91M +$4.82M +47,396 +156%
PS
414
Portfolio Solutions
Michigan
$7.8M +$7.8M +76,725 New
HNB
415
Huntington National Bank
Ohio
$7.7M -$8.04M
AAS
416
Annex Advisory Services
Wisconsin
$7.59M +$7.59M +74,628 New
KPWS
417
Kestra Private Wealth Services
Texas
$7.51M +$1.53M +15,085 +26%
PCA
418
Peddock Capital Advisors
Massachusetts
$7.44M +$402K +3,956 +6%
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$7.42M -$896K -8,816 -11%
SXL
420
Summit X LLC
Missouri
$7.4M -$508K -4,986 -6%
MBTD
421
Mechanics Bank - Trust Department
California
$7.39M -$1.1M -10,863 -13%
OFS
422
Oldfather Financial Services
Nebraska
$7.35M +$520K +5,036 +8%
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$7.34M -$480K -4,720 -6%
PFA
424
Pure Financial Advisors
California
$7.33M -$633K -6,227 -8%
SAI
425
Systematic Alpha Investments
New Jersey
$7.32M