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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 %
GKWIM
651
Gerber Kawasaki Wealth & Investment Management
California
$3.31M +$2.89M +29,788 +680%
ATFA
652
All Terrain Financial Advisors
Minnesota
$3.31M -$1.43M -14,764 -30%
BSWA
653
Bromfield Sneider Wealth Advisors
Massachusetts
$3.3M +$262K +2,697 +9%
AA
654
Alesco Advisors
New York
$3.3M -$863K -8,895 -21%
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$3.26M -$198K -1,998 -6%
ZC
656
Zeit Capital
Colorado
$3.24M +$3.24M +33,438 New
VWA
657
V Wealth Advisors
Kansas
$3.22M -$1.23M -12,637 -28%
AW
658
Avion Wealth
Texas
$3.2M
DWM
659
Dakota Wealth Management
Florida
$3.18M -$1.16M -11,921 -27%
PO
660
Private Ocean
California
$3.15M +$911K +9,393 +41%
LWM
661
Lionsbridge Wealth Management
Florida
$3.15M +$3.15M +32,479 New
ATPW
662
Ashton Thomas Private Wealth
Arizona
$3.15M -$379K -3,905 -11%
MWM
663
Mission Wealth Management
California
$3.1M -$831K -8,573 -21%
AIA
664
Alera Investment Advisors
Illinois
$3.08M +$170K +1,751 +6%
LSAG
665
Lake Street Advisors Group
New Hampshire
$3.08M +$67.6K +697 +2%
MCA
666
Magnolia Capital Advisors
Mississippi
$3.07M -$2.2M -22,631 -42%
SWA
667
Sax Wealth Advisors
New Jersey
$3.05M -$688K -7,092 -18%
BWG
668
Beta Wealth Group
California
$3.03M +$12.2K +126 +0.4%
USCWA
669
U.S. Capital Wealth Advisors
Texas
$3.03M +$416K +4,286 +16%
HF
670
HRT Financial
New York
$3.03M +$3.03M +31,241 New
GIA
671
Gladstone Institutional Advisory
Florida
$2.99M -$177K -1,829 -6%
FFA
672
Farther Finance Advisors
California
$2.99M +$2.99M +30,816 New
AWE
673
Avidian Wealth Enterprises
Texas
$2.98M +$178K +1,836 +6%
WIC
674
Whitegate Investment Counselors
New Hampshire
$2.98M +$17.8K +184 +0.6%
HKIM
675
Hayek Kallen Investment Management
Alabama
$2.97M -$2.05M -21,187 -41%