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iShares Core US Aggregate Bond ETF

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.74%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DW
626
Durante & Waters
New York
$5.14M +$5.14M +51,802 New
CL
627
Choreo LLC
Illinois
$5.14M +$1.6M +16,112 +45%
AI
628
Arrien Investments
Idaho
$5.12M -$99.7K -1,005 -2%
BBA
629
Braun-Bostich & Associates
Pennsylvania
$5.12M -$17K -171 -0.3%
PCG
630
Prosperity Consulting Group
Maryland
$5.05M +$2.64M +26,613 +110%
TCPWM
631
Traverso Chambers Private Wealth Management
California
$5.04M -$35.1M -353,942 -87%
TFF
632
The Family Firm
Maryland
$5.04M +$29.3K +295 +0.6%
KWM
633
KFG Wealth Management
Indiana
$5.02M +$4.77M +48,052 +1,893%
FA
634
Fiducient Advisors
Illinois
$4.99M -$229M -2,302,391 -98%
RWPA
635
Richard W. Paul & Associates
Michigan
$4.98M +$95.1K +958 +2%
CWM
636
Connecticut Wealth Management
Connecticut
$4.94M -$187K -1,883 -4%
EWS
637
Evergreen Wealth Solutions
Pennsylvania
$4.89M +$525K +5,290 +12%
ODIJL
638
One Day In July LLC
Vermont
$4.88M +$69.8K +703 +1%
AWE
639
Avidian Wealth Enterprises
Texas
$4.88M -$148K -1,488 -3%
FWP
640
Family Wealth Partners
North Carolina
$4.87M +$4.87M +49,071 New
OC
641
Oarsman Capital
Wisconsin
$4.85M +$4.85M +48,857 New
TC
642
Telemus Capital
Michigan
$4.85M +$870K +8,766 +22%
CW
643
CreativeOne Wealth
Kansas
$4.82M -$1.5M -15,135 -24%
CG
644
Cynosure Group
Utah
$4.79M +$772K +7,774 +19%
1SB
645
1ST Source Bank
Indiana
$4.77M +$286K +2,883 +6%
GAA
646
Global Assets Advisory
Florida
$4.76M +$393K +3,973 +9%
ATPW
647
Ashton Thomas Private Wealth
Arizona
$4.73M -$1.35M -13,561 -22%
SC
648
Sierra Capital
Florida
$4.72M +$466K +4,698 +11%
SB
649
Simmons Bank
Arkansas
$4.72M +$90.2K +909 +2%
CIBC World Market
650
CIBC World Market
Ontario, Canada
$4.68M -$4.78M -48,131 -51%