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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 %
ACA
426
Affinity Capital Advisors
California
$8.92M -$2.55M -26,307 -22%
Renaissance Technologies
427
Renaissance Technologies
New York
$8.91M +$8.91M +91,900 New
SI
428
Stephens Inc
Arkansas
$8.87M -$1.16M -11,913 -12%
MWM
429
Mascoma Wealth Management
New Hampshire
$8.84M +$5.73M +59,106 +185%
NL
430
NWAM LLC
Washington
$8.83M -$350K -3,609 -4%
PIMG
431
Patriot Investment Management Group
Tennessee
$8.81M +$1.75M +17,437 +25%
CAM
432
Caprin Asset Management
Virginia
$8.8M -$2.06M -21,244 -19%
SHIM
433
Stone House Investment Management
Pennsylvania
$8.78M +$251K +2,590 +3%
PCA
434
Peddock Capital Advisors
Massachusetts
$8.77M +$1.7M +17,479 +24%
T. Rowe Price Associates
435
T. Rowe Price Associates
Maryland
$8.67M -$158K -1,629 -2%
AA
436
Ancora Advisors
Ohio
$8.64M -$3.49M -36,033 -29%
AWM
437
Apollon Wealth Management
South Carolina
$8.63M -$180K -1,852 -2%
CCT
438
Chemung Canal Trust
New York
$8.61M +$7.45M +76,766 +640%
GC
439
Grimes & Company
Massachusetts
$8.59M -$3.66M -37,739 -30%
SB
440
Simmons Bank
Arkansas
$8.57M +$2.3M +23,750 +37%
FWM
441
Focused Wealth Management
New York
$8.53M +$7.59M +78,254 +810%
PFT
442
Providence First Trust
Arizona
$8.46M -$119K -1,223 -1%
Neuberger Berman Group
443
Neuberger Berman Group
New York
$8.44M +$7.87M +81,098 +1,378%
CIBC Private Wealth Group
444
CIBC Private Wealth Group
Georgia
$8.41M -$926K -9,604 -10%
WT
445
Whittier Trust
California
$8.39M -$2.87M -29,609 -25%
FAIM
446
Financial Advocates Investment Management
Washington
$8.31M +$3.5M +36,049 +73%
TWM
447
Tanglewood Wealth Management
Texas
$8.26M -$37.7M -388,868 -82%
FTS
448
Fifth Third Securities
Ohio
$8.26M -$709K -7,310 -8%
SIGI
449
Susquehanna International Group (Ireland)
Ireland
$8.24M -$2.25M -23,147 -21%
TWM
450
Tanager Wealth Management
United Kingdom
$8.21M +$6.56M +67,653 +398%