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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 %
SCM
626
Seascape Capital Management
New Hampshire
$3.76M +$3.76M +38,781 New
BFA
627
Bluestem Financial Advisors
Illinois
$3.76M +$157K +1,620 +4%
SFA
628
Source Financial Advisors
New York
$3.74M +$267K +2,755 +8%
BA
629
Ballew Advisors
Mississippi
$3.74M +$20.2K +201 +0.5%
RWM
630
RKL Wealth Management
Pennsylvania
$3.73M +$100K +1,032 +3%
KLCM
631
KG&L Capital Management
Louisiana
$3.71M -$46.1K -475 -1%
SIAM
632
Sterling Investment Advisors (Missouri)
Missouri
$3.65M -$344K -3,542 -9%
KFP
633
KMG Fiduciary Partners
Ohio
$3.64M +$3.64M +37,517 New
SIS
634
Strategic Investment Solutions
Illinois
$3.62M +$3.62M +35,944 New
TT
635
TI-Trust
Illinois
$3.61M -$242K -2,491 -6%
RIA
636
Regal Investment Advisors
Michigan
$3.6M +$830K +8,558 +30%
SWRP
637
Summit Wealth & Retirement Planning
California
$3.59M +$51.4K +530 +1%
AWMG
638
Alliance Wealth Management Group
New Jersey
$3.59M +$6.21K +64 +0.2%
FA
639
Fiduciary Alliance
South Carolina
$3.57M +$3.57M +36,851 New
UW
640
Unique Wealth
Florida
$3.56M +$3.56M +36,723 New
AAS
641
Ameritas Advisory Services
Nebraska
$3.53M -$106K -1,096 -3%
CWM
642
Curi Wealth Management
North Carolina
$3.52M +$2.42M +24,988 +221%
WDL
643
Well Done LLC
Michigan
$3.48M +$987K +10,172 +40%
LG
644
Leuthold Group
Minnesota
$3.44M -$2.43K -25 -0.1%
AMG
645
Asset Management Group
Connecticut
$3.42M -$113K -1,166 -3%
PA
646
PFG Advisors
Arizona
$3.42M -$233K -2,405 -6%
ATC
647
Adirondack Trust Company
New York
$3.38M -$271K -2,789 -7%
FIM
648
Freedom Investment Management
Connecticut
$3.36M +$3.36M +34,688 New
WP
649
WealthShield Partners
North Carolina
$3.33M +$253K +2,613 +8%
HR
650
Howe & Rusling
New York
$3.33M +$2.85M +29,346 +590%