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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 %
RHP
576
Royal Harbor Partners
Texas
$4.77M +$295K +3,037 +7%
BWA
577
BlueSky Wealth Advisors
North Carolina
$4.71M -$216K -2,230 -4%
CB
578
Centennial Bank
Arkansas
$4.68M +$4.68M +48,232 New
RFO
579
RiverGlades Family Offices
Florida
$4.66M +$4.66M +48,014 New
CRI
580
Commonwealth Retirement Investments
Virginia
$4.63M +$4.63M +47,768 New
IA
581
IFP Advisors
Florida
$4.62M -$4.64M -43,719 -50%
JGIA
582
Jackson Grant Investment Advisers
Connecticut
$4.61M -$1.85M -19,084 -29%
TFF
583
The Family Firm
Maryland
$4.6M -$1.36M -14,047 -23%
PGFC
584
Peapack-Gladstone Financial Corp
New Jersey
$4.59M -$2.25M -23,221 -33%
PCWA
585
Pacific Capital Wealth Advisors
California
$4.56M -$204K -2,105 -4%
SFG
586
Summit Financial Group
West Virginia
$4.53M -$2.1M -21,647 -32%
IA
587
Integrity Advisory
Kansas
$4.52M -$724K -7,466 -14%
RTC
588
Riverview Trust Company
Washington
$4.52M -$24.2K -249 -0.5%
LFAS
589
Level Four Advisory Services
Texas
$4.51M +$1.72M +17,742 +62%
DCM
590
Donaldson Capital Management
Indiana
$4.51M +$1.91M +19,728 +74%
JWS
591
Juncture Wealth Strategies
Arizona
$4.49M +$780K +8,042 +21%
FF
592
Friedenthal Financial
New Jersey
$4.48M +$4.48M +46,197 New
OFG
593
OTA Financial Group
New York
$4.47M +$4.47M +46,069 New
AAP
594
Arax Advisory Partners
Colorado
$4.45M +$461K +4,758 +12%
DPI
595
Diversified Portfolios Inc
Michigan
$4.3M +$1.52M +15,651 +55%
WPW
596
Watershed Private Wealth
Illinois
$4.24M +$4.24M +43,749 New
UB
597
UMB Bank
Missouri
$4.24M -$385K -3,970 -8%
BC
598
Burleson & Co
California
$4.23M -$3.42M -35,286 -45%
PAIM
599
Punch & Associates Investment Management
Minnesota
$4.23M +$3.99M +41,135 +1,669%
NEGWA
600
New England Guild Wealth Advisors
Connecticut
$4.22M +$709K +7,312 +20%