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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 %
BBW
526
Blue Barn Wealth
Utah
$5.97M +$1.5M +15,486 +34%
GSWM
527
Greenup Street Wealth Management
Michigan
$5.92M +$798K +8,228 +16%
RWG
528
Regal Wealth Group
California
$5.9M -$38.6K -398 -0.7%
FAG
529
Financial Advisory Group
Texas
$5.87M +$5.87M +60,465 New
EWA
530
ERTS Wealth Advisors
Michigan
$5.81M +$5.81M +59,905 New
EW
531
Enzi Wealth
Texas
$5.78M -$672K -6,700 -10%
Lido Advisors
532
Lido Advisors
California
$5.77M +$4.84M +49,884 +521%
MWA
533
Motive Wealth Advisors
Michigan
$5.73M -$291K -3,003 -5%
CWAG
534
Compton Wealth Advisory Group
Virginia
$5.71M +$5.71M +58,880 New
FCT
535
Family Capital Trust
Massachusetts
$5.67M -$5.04K -52 -0.1%
MCC
536
Money Concepts Capital
Florida
$5.66M +$2.32M +23,947 +70%
FNBOO
537
First National Bank of Omaha
Nebraska
$5.64M -$49K -505 -0.9%
EGA
538
E&G Advisors
Texas
$5.63M -$10.8M -111,786 -66%
EFG
539
Erickson Financial Group
Pennsylvania
$5.58M -$140K -1,443 -2%
AO
540
Advisor OS
Illinois
$5.53M +$75.8K +782 +1%
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$5.5M -$1.35M -13,887 -20%
HI
542
Harbour Investments
Wisconsin
$5.49M +$3.3M +34,071 +151%
ANTB
543
AMG National Trust Bank
Colorado
$5.49M -$2.17M -22,334 -28%
TFCP
544
Twin Focus Capital Partners
Massachusetts
$5.47M +$891K +9,184 +19%
LW
545
Linscomb Wealth
Texas
$5.46M -$28.5K -294 -0.5%
CWA
546
Continuum Wealth Advisors
New York
$5.45M +$5.45M +56,198 New
FFS
547
Founders Financial Securities
Maryland
$5.43M +$1.67M +17,208 +44%
GC
548
Gratus Capital
Georgia
$5.43M +$5.43M +55,972 New
EK
549
Evensky & Katz
Florida
$5.42M -$1.41M -14,514 -21%
VI
550
Vestcor Inc
New Brunswick, Canada
$5.42M +$97K +1,000 +2%