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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 %
FPW
701
Flagship Private Wealth
Massachusetts
$2.69M +$679 +7 +0%
CWS
702
Cypress Wealth Services
California
$2.69M +$464K +4,782 +21%
SG
703
StoneX Group
New York
$2.68M -$355K -3,664 -12%
ISB
704
Iowa State Bank
Iowa
$2.67M +$1.61M +16,623 +153%
MNBTD
705
Moody National Bank Trust Division
Texas
$2.65M
HFS
706
Heritage Financial Services
Massachusetts
$2.64M -$3.01K -31 -0.1%
LNWTC
707
Laird Norton Wetherby Trust Company
Washington
$2.64M +$1.09M +11,274 +71%
BA
708
Bellwether Advisors
Nebraska
$2.64M -$2.09M -21,597 -44%
SFP
709
Shepherd Financial Partners
Massachusetts
$2.63M +$92.2K +951 +4%
RK
710
Rather & Kittrell
Tennessee
$2.63M -$590K -6,085 -18%
BI
711
Ballast Inc
Kentucky
$2.6M +$1.11M +11,478 +75%
CANC
712
Culbertson A N & Co
Virginia
$2.6M -$289K -2,981 -10%
TC
713
Telemus Capital
Michigan
$2.59M +$451K +4,549 +21%
GMA
714
Glassy Mountain Advisors
Maryland
$2.59M +$2.59M +26,706 New
KFP
715
KB Financial Partners
New Jersey
$2.56M +$2.56M +26,372 New
RCAG
716
Rehmann Capital Advisory Group
Michigan
$2.55M +$827K +8,526 +48%
JIR
717
James Investment Research
Ohio
$2.55M +$26.7K +275 +1%
BB
718
Busey Bank
Illinois
$2.54M -$97.6K -1,006 -4%
SC
719
Sierra Capital
Florida
$2.54M +$2.37M +24,409 +1,385%
TC
720
Trilogy Capital
California
$2.51M +$1.02M +10,513 +69%
CW
721
CreativeOne Wealth
Kansas
$2.51M +$153K +1,579 +7%
MM
722
Main Management
California
$2.5M -$11.1M -114,114 -82%
BAM
723
Belpointe Asset Management
Nevada
$2.5M -$246K -2,533 -9%
EA
724
Evergreen Advisors
Tennessee
$2.49M -$73.9M -762,383 -97%
SL
725
Sentinus LLC
Illinois
$2.48M +$250K +2,556 +11%