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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 %
SQA
476
Simon Quick Advisors
New Jersey
$7.29M -$240K -2,478 -3%
HNB
477
Huntington National Bank
Ohio
$7.29M -$6.95M
GCM
478
G2 Capital Management
Ohio
$7.26M +$7.26M +74,810 New
GT
479
Greenleaf Trust
Michigan
$7.24M -$160K -1,652 -2%
THL
480
Tillman Hartley LLC
Colorado
$7.17M +$7.17M +73,886 New
MWPCG
481
Measured Wealth Private Client Group
New Hampshire
$7.15M -$3.06M -31,553 -30%
AF
482
Advisornet Financial
Minnesota
$7.14M -$757K -7,800 -10%
AT
483
American Trust
Kentucky
$7.13M -$3.74M -38,551 -34%
CAM
484
Cresset Asset Management
Illinois
$7.12M -$2.15M -23,544 -23%
AWA
485
Aquire Wealth Advisors
Utah
$7.11M +$813K +8,381 +13%
HPM
486
Hoxton Planning & Management
West Virginia
$7.1M +$7.1M +73,206 New
AFP
487
Ausdal Financial Partners
Iowa
$7.1M -$342K -3,529 -5%
SAI
488
Systematic Alpha Investments
New Jersey
$6.98M
AT
489
Arden Trust
Delaware
$6.97M -$8.46M -87,239 -55%
SYBT
490
Stock Yards Bank & Trust
Kentucky
$6.96M -$2.49M -25,696 -26%
IWC
491
Integrated Wealth Concepts
Massachusetts
$6.94M +$61.4K +633 +0.9%
SGCA
492
Steel Grove Capital Advisors
Tennessee
$6.93M -$1.18M -12,140 -15%
FCM
493
Firestone Capital Management
Florida
$6.93M +$5.93M +61,092 +590%
BFPW
494
BOK Financial Private Wealth
Colorado
$6.83M +$1.04M +10,708 +18%
ST
495
Smithfield Trust
Pennsylvania
$6.81M +$2.87M +29,539 +73%
ECM
496
Exchange Capital Management
Michigan
$6.81M -$1.51M -15,563 -18%
Brown Advisory
497
Brown Advisory
Maryland
$6.77M +$6.37M +65,672 +1,593%
QCG
498
Quadrant Capital Group
Ohio
$6.66M -$3.31M -34,155 -33%
GWM
499
Geneos Wealth Management
Colorado
$6.61M -$2.25M -23,196 -25%
MPW
500
MGO Private Wealth
California
$6.57M -$3.88M -40,006 -37%