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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 %
EBA
726
Eagle Bay Advisors
New York
$2.47M +$2.46M +25,410 +31,763%
FFA
727
Fi3 Financial Advisors
Indiana
$2.47M +$2.47M +25,487 New
LBC
728
Lowe Brockenbrough & Co
Virginia
$2.45M -$241K -2,485 -9%
CWM
729
C2C Wealth Management
Arizona
$2.45M -$39.4K -392 -2%
FNWM
730
Financial Network Wealth Management
Utah
$2.44M +$2.44M +25,193 New
SFG
731
Sovereign Financial Group
Connecticut
$2.44M +$965K +9,953 +65%
SAM
732
Stone Asset Management
Texas
$2.43M -$271K -2,791 -10%
AIA
733
Avalon Investment & Advisory
Texas
$2.43M +$773K +7,968 +47%
TFA
734
Tobias Financial Advisors
Florida
$2.42M +$1.52M +15,700 +170%
WMA
735
Wealth Management Associates
New Jersey
$2.4M +$84.1K +867 +4%
Millennium Management
736
Millennium Management
New York
$2.39M -$3.23M -33,275 -57%
MWM
737
McNaughton Wealth Management
California
$2.38M +$512K +5,281 +27%
CFGF
738
Compass Financial Group (Florida)
Florida
$2.37M -$2.42M -24,960 -51%
EP
739
Eudaimonia Partners
Tennessee
$2.36M -$370K -3,815 -14%
CT
740
Cambridge Trust
Massachusetts
$2.36M -$16.9M -174,689 -88%
CWM
741
Cahill Wealth Management
Michigan
$2.33M -$1.25M -12,670 -35%
FIB
742
First Interstate Bank
Montana
$2.32M +$1.02M +10,567 +79%
APWM
743
Atlas Private Wealth Management
New York
$2.31M -$677K -6,980 -23%
CIS
744
Continental Investors Services
Washington
$2.29M -$38.6K -398 -2%
YAL
745
Your Advocates Ltd
Texas
$2.29M -$1.13M -11,699 -33%
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$2.29M +$226K +2,329 +11%
PFP
747
Pinnacle Financial Partners
Tennessee
$2.26M -$56.3K -580 -2%
HHRDM
748
H&H Retirement Design & Management
Nevada
$2.25M +$174K +1,737 +8%
AIM
749
Acropolis Investment Management
Missouri
$2.25M -$411K -4,235 -15%
MLFP
750
MPS Loria Financial Planners
Illinois
$2.25M -$18M -185,465 -89%