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iShares Core US Aggregate Bond ETF

1,584 hedge funds and large institutions have $74.4B invested in iShares Core US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 640 increasing their positions, 532 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
+155
Holders Change %
+10.85%
% of All Funds
24.46%
Holding in Top 10
294
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.94%
% of All Funds
4.54%
New
264
Increased
640
Reduced
532
Closed
81
Calls
$28.6M
Puts
$13.6M
Net Calls
+$15M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Shares
Change %
UAS
776
United Asset Strategies
New York
$1.91M +$71.7K +628 +4%
CFG
777
Citizens Financial Group
Rhode Island
$1.91M -$18.9K -166 -1%
IDA
778
Intelligence Driven Advisers
California
$1.91M +$709K +6,334 +59%
MWC
779
MKD Wealth Coaches
Michigan
$1.89M -$192K -1,679 -9%
HA
780
HFG Advisors
Ohio
$1.89M +$1.89M +16,550 New
RA
781
Rise Advisors
New York
$1.87M +$1.87M +16,378 New
PFM
782
Parsec Financial Management
North Carolina
$1.86M -$1.26K -11 -0.1%
CCT
783
Country Club Trust
Missouri
$1.86M -$68.1K -597 -4%
DTC
784
Davidson Trust Company
Washington
$1.86M +$87.8K +770 +5%
SF
785
Summit Financial
New Jersey
$1.84M +$8.1K +71 +0.4%
GFP
786
Gryphon Financial Partners
Ohio
$1.84M +$735K +6,441 +66%
Koshinski Asset Management
787
Koshinski Asset Management
Illinois
$1.83M -$222K -1,948 -11%
IP
788
Ignite Planners
California
$1.83M +$1.83M +16,358 New
DWM
789
Drive Wealth Management
Utah
$1.82M +$1.82M +15,908 New
TC
790
Trilogy Capital
California
$1.8M +$381K +3,336 +27%
NEPWA
791
New England Private Wealth Advisors
Massachusetts
$1.78M +$9.81K +86 +0.6%
GWM
792
GSB Wealth Management
Connecticut
$1.78M +$1.78M +15,570 New
FWP
793
Firethorn Wealth Partners
Georgia
$1.77M +$1.77M +15,525 New
WFA
794
Wells Financial Advisors
Massachusetts
$1.77M -$944K -8,272 -35%
FC
795
FCA Corp
Texas
$1.77M -$742K -6,506 -30%
SSWM
796
Sheets Smith Wealth Management
North Carolina
$1.76M +$14.6K +128 +0.8%
EIP
797
Ellis Investment Partners
Pennsylvania
$1.76M -$27.3K -239 -2%
ERWM
798
Elk River Wealth Management
Colorado
$1.76M -$56.5K -495 -3%
BL
799
BFSG LLC
California
$1.71M -$170K -1,488 -9%
AWA
800
Aletheian Wealth Advisors
Washington
$1.7M +$1.7M +14,937 New