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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 %
CW
501
Connectus Wealth
Ohio
$6.5M +$490K +5,052 +8%
PP
502
Prudential plc
United Kingdom
$6.48M -$22.3M -229,994 -77%
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$6.46M -$3.03M -31,216 -32%
JHCP
504
Jackson Hole Capital Partners
Oklahoma
$6.45M +$415K +4,279 +7%
PWPCM
505
Perella Weinberg Partners Capital Management
New York
$6.44M
EFM
506
Eley Financial Management
Vermont
$6.43M +$6.43M +66,259 New
LL
507
LWMG LLC
Minnesota
$6.41M +$6.41M +66,127 New
LAM
508
Lifestyle Asset Management
Texas
$6.39M +$6.39M +65,894 New
BWAM
509
Boyd Watterson Asset Management
Ohio
$6.36M -$5.67M -58,505 -47%
AL
510
Aspiriant LLC
California
$6.31M -$5.09M -52,499 -45%
NCM
511
New Capital Management
Texas
$6.3M +$290K +2,995 +5%
LP
512
LGL Partners
Pennsylvania
$6.2M +$6.2M +63,960 New
OIA
513
OneDigital Investment Advisors
Kansas
$6.17M -$1.18M -12,200 -16%
MBTD
514
Mechanics Bank - Trust Department
California
$6.17M -$913K -9,411 -13%
OFS
515
Oldfather Financial Services
Nebraska
$6.17M -$310K -3,195 -5%
GAM
516
Gemmer Asset Management
California
$6.13M +$1.2M +12,321 +24%
MGIA
517
Moneta Group Investment Advisors
Missouri
$6.1M -$863K -8,615 -12%
WAMC
518
Western Asset Management Company
California
$6.09M +$5.36M +55,252 +729%
FFA
519
First Foundation Advisors
California
$6.09M -$2.31M -23,837 -28%
ACP
520
Aveo Capital Partners
Colorado
$6.07M -$7.99M -82,347 -57%
BF
521
Blankinship & Foster
California
$6.05M +$2.85M +29,351 +89%
CFP
522
Catalyst Financial Partners
Massachusetts
$6.03M +$6.03M +62,217 New
SIA
523
Sovereign Investment Advisors
Arizona
$6.03M +$54K +557 +0.9%
GFP
524
Gryphon Financial Partners
Ohio
$6M +$3.61M +37,235 +151%
HI
525
Hudock Inc
Pennsylvania
$6M -$290K -2,989 -5%