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iShares Core US Aggregate Bond ETF

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.74%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CLGM
451
Capitolis Liquid Global Markets
New York
$9.93M +$9.93M +100,000 New
CCM
452
Crabel Capital Management
California
$9.91M +$9.2M +92,705 +1,290%
LIA
453
LifePlan Investment Advisors
North Carolina
$9.89M +$287K +2,887 +3%
HNB
454
Huntington National Bank
Ohio
$9.87M -$8.22M
AFS
455
Amtrust Financial Services
New York
$9.78M
SF
456
Synovus Financial
Georgia
$9.74M -$20M -201,638 -67%
AWA
457
Aquire Wealth Advisors
Utah
$9.68M +$416K +4,188 +4%
PA
458
PFG Advisors
Arizona
$9.64M +$608K +6,125 +7%
IIC
459
Ironwood Investment Counsel
Arizona
$9.56M +$9.13M +91,939 +2,108%
HCC
460
Hirtle Callaghan & Co
Pennsylvania
$9.52M +$5.43M +54,669 +132%
WP
461
WMS Partners
Maryland
$9.51M +$9.51M +95,843 New
GAG
462
GM Advisory Group
New York
$9.51M -$136K -1,369 -1%
CWM
463
Core Wealth Management
Florida
$9.5M +$9.5M +95,694 New
DP
464
Denver PWM
Colorado
$9.49M +$207K +2,103 +2%
LWP
465
LMG Wealth Partners
Louisiana
$9.49M +$5.13M +51,661 +118%
HI
466
Harbour Investments
Wisconsin
$9.45M +$1.55M +15,623 +20%
CPIG
467
Chicago Partners Investment Group
Illinois
$9.43M -$1.02M -10,441 -10%
NAM
468
NorthCrest Asset Manangement
Minnesota
$9.36M -$2.08M -20,918 -18%
LL
469
LWMG LLC
Minnesota
$9.32M +$542K +5,458 +6%
WC
470
Waterloo Capital
Texas
$9.29M +$3.25M +32,773 +54%
SFP
471
Strategic Financial Partners
Oregon
$9.29M +$470K +4,737 +5%
FSA
472
Financial Services Advisory
Maryland
$9.29M +$9.01M +90,747 +3,190%
HP
473
Hilltop Partners
Indiana
$9.28M -$6.57M -66,174 -41%
GHA
474
Granite Harbor Advisors
Texas
$9.27M +$242K +2,442 +3%
DI
475
Diligent Investors
California
$9.23M -$2.64M -26,552 -22%