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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 %
ERWM
776
Elk River Wealth Management
Colorado
$2.08M +$248K +2,555 +14%
ACA
777
Ackerman Capital Advisors
Texas
$2.07M
DTC
778
Davidson Trust Company
Washington
$2.07M +$293K +3,016 +16%
ACP
779
Aviance Capital Partners
Florida
$2.07M -$23.5K -242 -1%
WSFS
780
Wilmington Savings Fund Society
Delaware
$2.07M +$954K +9,836 +86%
LIM
781
Leavell Investment Management
Alabama
$2.06M +$988K +10,187 +92%
MWP
782
Madison Wealth Partners
Wisconsin
$2.04M +$389K +4,006 +24%
NCG
783
Newport Capital Group
New Jersey
$2.04M -$2.02M -20,854 -50%
AAS
784
Annex Advisory Services
Wisconsin
$2.03M -$1.29M -13,280 -39%
MSAGDF
785
Moneda SA Administradora General de Fondos
Chile
$2.02M -$166K -1,710 -8%
RIM
786
Redwood Investment Management
Arizona
$2.02M -$3.91M -40,333 -66%
CAM
787
Chandler Asset Management
California
$2.01M
FWM
788
Forza Wealth Management
Florida
$2.01M +$2.01M +20,729 New
HIA
789
Harbor Investment Advisory
Maryland
$2M +$1.98M +20,451 +15,038%
KPWG
790
KFA Private Wealth Group
Virginia
$1.96M -$393K -4,051 -17%
Bank Julius Baer & Co
791
Bank Julius Baer & Co
Switzerland
$1.96M +$1.27M +13,100 +185%
PFG
792
Pacific Financial Group
Washington
$1.94M -$4.17K -43 -0.2%
IAIM
793
International Assets Investment Management
Florida
$1.94M +$623K +6,421 +47%
TC
794
Titleist Capital
Texas
$1.93M -$111K -1,148 -5%
RW
795
Rede Wealth
Virginia
$1.92M -$637K -6,571 -25%
T
796
TCWP
Ohio
$1.92M +$462K +4,745 +32%
AM
797
Atwater Malick
Pennsylvania
$1.92M -$206K -2,127 -10%
TCB
798
Texas Capital Bancshares
Texas
$1.91M +$1.91M +19,691 New
SSWM
799
Smith Salley Wealth Management
North Carolina
$1.91M +$261K +2,692 +16%
WWP
800
Waypoint Wealth Partners
California
$1.91M +$425K +4,380 +29%