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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 %
CBC
551
Coombe, Bender & Co
New York
$5.41M -$607K -6,254 -10%
GWA
552
GGM Wealth Advisors
Maryland
$5.4M +$606K +6,116 +13%
OAM
553
Oppenheimer Asset Management
New York
$5.38M +$774K +7,984 +17%
BRWA
554
B. Riley Wealth Advisors
Florida
$5.36M +$1.56M +16,131 +41%
PWP
555
Perfromance Wealth Partners
Illinois
$5.34M +$1.07K +11 +0%
FFP
556
Forbes Financial Planning
Rhode Island
$5.33M
LGWM
557
Litman Gregory Wealth Management
California
$5.31M +$867K +8,936 +19%
PT
558
Plimoth Trust
Massachusetts
$5.31M -$357K -3,682 -6%
DL
559
DOHJ LLC
Washington
$5.28M +$1.51M +15,527 +40%
IIC
560
Ironwood Investment Counsel
Arizona
$5.26M +$4.29M +44,256 +441%
GWMIA
561
Global Wealth Management Investment Advisory
Florida
$5.25M -$1.26M -13,039 -19%
C
562
CFO4Life
Texas
$5.22M +$5.22M +53,862 New
CG
563
CFO4Life Group
Texas
$5.22M +$5.22M +53,862 New
Luther King Capital Management (LKCM)
564
Luther King Capital Management (LKCM)
Texas
$5.19M -$5.08M
CGFA
565
Colton Groome Financial Advisors
North Carolina
$5.12M -$138K -1,422 -3%
MC
566
Minot Capital
Colorado
$5.11M
OAM
567
Occidental Asset Management
California
$5.04M +$2.93M +30,215 +139%
AF
568
Arrow Financial
New York
$5.04M -$302K -3,114 -6%
OHWP
569
Oak Harbor Wealth Partners
North Carolina
$4.93M -$141K -1,455 -3%
HSA
570
HBK Sorce Advisory
Pennsylvania
$4.91M +$2.01M +20,735 +69%
BP
571
Ballentine Partners
Massachusetts
$4.88M +$2.85M +29,427 +141%
FHA
572
Flagship Harbor Advisors
Massachusetts
$4.87M -$264K -2,724 -5%
LSPW
573
Lake Street Private Wealth
Illinois
$4.87M +$1.84M +18,982 +61%
RCIM
574
Red Cedar Investment Management
Michigan
$4.83M -$11.5K -119 -0.2%
CIA
575
Compass Ion Advisors
Pennsylvania
$4.78M +$4.78M +49,291 New