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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 %
SW
676
SVB Wealth
Massachusetts
$2.95M +$493K +5,081 +20%
RPWA
677
Regent Peak Wealth Advisors
Georgia
$2.95M -$280K -2,890 -9%
FNBT
678
FineMark National Bank & Trust
Florida
$2.94M -$367K -3,780 -11%
NI
679
NYL Investors
New York
$2.93M -$116K -1,200 -4%
First Trust Advisors
680
First Trust Advisors
Illinois
$2.93M -$38.2K -394 -1%
BBNA
681
Bremer Bank National Association
Minnesota
$2.92M +$2.06M +21,240 +240%
ONB
682
Old National Bancorp
Indiana
$2.9M +$116K +1,199 +4%
ES
683
Eagle Strategies
New York
$2.9M +$2.9M +29,871 New
ML
684
McAdam LLC
Pennsylvania
$2.9M -$2.87M -25,130 -50%
PG
685
Patten Group
Tennessee
$2.88M +$1.05M +10,803 +57%
HIA
686
HTG Investment Advisors
Connecticut
$2.88M +$2.88M +29,644 New
NRC
687
New Republic Capital
North Carolina
$2.87M +$2.87M +29,596 New
FA
688
Fagan Associates
New York
$2.86M -$299K -3,085 -9%
SCP
689
Syntal Capital Partners
Texas
$2.86M +$911K +9,389 +47%
LBIM
690
Land & Buildings Investment Management
Connecticut
$2.85M
MWM
691
Modera Wealth Management
New Jersey
$2.81M -$204K -2,102 -7%
SAM
692
Sompo Asset Management
Japan
$2.8M +$86.7K +894 +3%
HW
693
Hamilton Wealth
California
$2.79M +$399K +4,115 +17%
PA
694
Procyon Advisors
Connecticut
$2.79M +$642K +6,614 +30%
SG
695
Sharper & Granite
California
$2.78M +$2.78M +28,655 New
OWM
696
Opes Wealth Management
California
$2.76M +$2.76M +28,485 New
BCP
697
Blackhawk Capital Partners
Wisconsin
$2.74M +$2.74M +28,254 New
SC
698
Schiavi & Co
Delaware
$2.74M +$1.72M +17,707 +169%
SI
699
Saxon Interests
Texas
$2.73M -$202K -2,038 -7%
HCM
700
Hollencrest Capital Management
California
$2.72M -$284K -2,928 -9%