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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 %
SS
751
Simplicity Solutions
Minnesota
$2.24M -$1.86M -19,168 -45%
ZCM
752
Ziegler Capital Management
Illinois
$2.24M -$583K -6,014 -21%
WG
753
Watchman Group
Texas
$2.23M +$421K +4,345 +23%
SF
754
Summit Financial
New Jersey
$2.23M +$68.7K +708 +3%
FH
755
FWG Holdings
Florida
$2.23M +$293K +3,019 +15%
PIA
756
Panoramic Investment Advisors
Colorado
$2.22M +$2.22M +22,879 New
KIG
757
Kowal Investment Group
Wisconsin
$2.21M -$44.6K -460 -2%
DC
758
Davenport & Co
Virginia
$2.21M +$783K +8,075 +55%
EW
759
Element Wealth
Mississippi
$2.2M +$718K +7,403 +48%
WHG
760
Westwood Holdings Group
Texas
$2.2M -$704K -7,262 -24%
MA
761
Modus Advisors
Minnesota
$2.19M +$872K +8,991 +66%
MAS
762
Madden Advisory Services
Florida
$2.18M -$156K -1,608 -7%
WTC
763
WhitTier Trust Company
Nevada
$2.18M -$152K -1,564 -7%
MWM
764
Meridian Wealth Management
Kentucky
$2.17M +$30.6K +316 +1%
CPCM
765
Cornerstone Partners Capital Management
Virginia
$2.17M
BIA
766
Bigelow Investment Advisors
Maine
$2.16M +$746K +7,692 +53%
WCM
767
Windham Capital Management
Massachusetts
$2.15M
RJTCONH
768
Raymond James Trust Company of New Hampshire
New Hampshire
$2.14M -$26.4K -272 -1%
MWM
769
MorganRosel Wealth Management
Colorado
$2.13M -$396K -4,088 -16%
WCM
770
Wealthcare Capital Management
Virginia
$2.13M +$5.43K +56 +0.3%
MSWMA
771
Market Street Wealth Management Advisors
Indiana
$2.12M +$781K +8,049 +58%
S
772
SignatureFD
Georgia
$2.12M -$152K -1,564 -7%
CCM
773
Coldstream Capital Management
Washington
$2.1M +$2.1M +21,637 New
LJAC
774
L.J. Altfest & Co
New York
$2.1M +$1.58M +16,240 +302%
KBFS
775
Kohmann Bosshard Financial Services
Ohio
$2.09M -$762K -7,858 -27%