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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 %
WA
451
Waverly Advisors
Alabama
$8.18M +$1.61M +16,559 +24%
AIA
452
Arbor Investment Advisors
North Carolina
$8.11M +$844K +8,699 +12%
MW
453
MBL Wealth
North Carolina
$8.1M +$1.3M +13,391 +19%
Allianz Asset Management
454
Allianz Asset Management
Germany
$8.09M +$6.69M +69,000 +479%
FPCG
455
Forum Private Client Group
Indiana
$8.05M -$236K -2,431 -3%
COI
456
Connable Office Inc
Michigan
$8M -$18.2M -187,794 -69%
CIM
457
CIM Investment Management
Pennsylvania
$7.97M +$7.97M +82,145 New
APP
458
Avantax Planning Partners
Iowa
$7.92M -$1.88M -19,339 -19%
HTC
459
Haverford Trust Company
Pennsylvania
$7.86M +$18.9K +195 +0.2%
EEP
460
Edgehill Endowment Partners
Connecticut
$7.85M +$70.8K +730 +0.9%
CS
461
Comerica Securities
Michigan
$7.81M +$4.97M +51,280 +175%
AF
462
Apexium Financial
Texas
$7.74M -$67.3K -694 -0.9%
JWCA
463
J.W. Cole Advisors
Florida
$7.73M -$526K -5,421 -6%
GDP
464
Great Diamond Partners
Maine
$7.69M +$3.95M +40,742 +106%
Loomis, Sayles & Company
465
Loomis, Sayles & Company
Massachusetts
$7.64M +$6.83M +70,467 +845%
FAT
466
First American Trust
California
$7.57M -$5.41M -55,791 -42%
GHA
467
Granite Harbor Advisors
Texas
$7.56M +$7.56M +77,902 New
OFG
468
Omega Financial Group
California
$7.52M -$867K -8,834 -10%
SFA
469
Souders Financial Advisors
Ohio
$7.51M +$911K +9,397 +14%
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$7.5M +$1.42M +14,635 +23%
SAS
471
Sanford Advisory Services
Michigan
$7.47M +$6.2M +63,961 +489%
SFS
472
Security Financial Services
Indiana
$7.43M -$2.17M -22,391 -23%
BAM
473
Baldrige Asset Management
Pennsylvania
$7.4M +$651K +6,716 +10%
SXL
474
Summit X LLC
Missouri
$7.39M +$2.21M +21,691 +43%
TCBWMS
475
Texas Capital Bank Wealth Management Services
Texas
$7.39M +$39.7K +409 +0.5%