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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 %
FIC
601
Family Investment Center
Missouri
$4.22M +$4.22M +43,463 New
SAM
602
Silverhawk Asset Management
Arizona
$4.18M +$145K +1,493 +4%
ODIJL
603
One Day In July LLC
Vermont
$4.16M -$637K -6,563 -13%
GAA
604
Global Assets Advisory
Florida
$4.15M +$1.35M +13,952 +48%
PWPS
605
Pinnacle Wealth Planning Services
Ohio
$4.15M +$1.7M +17,484 +69%
LWAC
606
Laurel Wealth Advisors (California)
California
$4.14M -$351K -3,620 -8%
1SB
607
1ST Source Bank
Indiana
$4.13M -$17.6K -181 -0.4%
FFP
608
FourThought Financial Partners
Florida
$4.11M +$4.11M +42,409 New
GBI
609
GP Brinson Investments
Illinois
$4.03M
GA
610
Gateway Advisory
New Jersey
$4.02M +$3.17M +32,658 +373%
CCMI
611
Creative Capital Management Investments
California
$3.99M +$3.99M +41,099 New
OC
612
Oppenheimer & Co
New York
$3.98M +$592K +6,105 +17%
SIA
613
Soltis Investment Advisors
Utah
$3.98M +$412K +4,247 +12%
DG
614
DMC Group
Alabama
$3.96M +$236K +2,421 +6%
CAMG
615
CWA Asset Management Group
Florida
$3.96M -$1.23M -12,647 -24%
HWA
616
Hillcrest Wealth Advisors
New Jersey
$3.96M -$43.6K -450 -1%
FAM
617
Frontier Asset Management
Wyoming
$3.95M +$24.5K +253 +0.6%
NW
618
NewEdge Wealth
Pennsylvania
$3.94M -$69.3K -715 -2%
CPIG
619
Chicago Partners Investment Group
Illinois
$3.92M +$1.53M +15,421 +64%
SIG
620
Stonegate Investment Group
Alabama
$3.89M +$703K +7,250 +22%
CCM
621
Crabel Capital Management
California
$3.88M +$3.88M +39,954 New
SSW
622
Smith Shellnut Wilson
Mississippi
$3.86M +$3.86M +39,825 New
FA
623
Flagstar Advisors
New York
$3.85M +$873K +9,003 +29%
AA
624
AlphaQ Advisors
Florida
$3.82M +$3.82M +39,345 New
FA
625
Fiducient Advisors
Illinois
$3.77M +$640K +6,598 +20%