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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 %
TF
801
Tompkins Financial
New York
$1.89M +$1.39M +14,301 +275%
AIA
802
Ally Invest Advisors
North Carolina
$1.89M +$706K +7,279 +60%
OPWM
803
Oxinas Partners Wealth Management
Indiana
$1.89M +$1.39M +14,352 +281%
GA
804
GFS Advisors
Texas
$1.86M
LRWA
805
Long Run Wealth Advisors
New York
$1.85M -$204K -2,106 -10%
Retirement Systems of Alabama
806
Retirement Systems of Alabama
Alabama
$1.85M +$69.2K +713 +4%
CAAM
807
Cornerstone Advisors Asset Management
Pennsylvania
$1.85M +$454K +4,686 +33%
MFG
808
Merit Financial Group
Georgia
$1.85M +$950K +9,800 +106%
FC
809
Financial Consulate
Maryland
$1.84M +$837K +8,629 +84%
Koshinski Asset Management
810
Koshinski Asset Management
Illinois
$1.84M +$1.01M +10,364 +121%
KWMG
811
King Wealth Management Group
Florida
$1.83M -$10.4K -107 -0.6%
VFA
812
Valeo Financial Advisors
Indiana
$1.82M +$106K +1,097 +6%
OCM
813
Objective Capital Management
Ohio
$1.82M -$84.3K -869 -4%
WAM
814
WNY Asset Management
New York
$1.81M +$1.59M +16,395 +714%
WGCA
815
Wolf Group Capital Advisors
Virginia
$1.81M +$310K +3,192 +21%
D
816
Dentgroup
Louisiana
$1.8M +$394K +4,063 +28%
HT
817
Headlands Technologies
Illinois
$1.8M +$1.8M +18,543 New
JWBC
818
John W. Brooker & Co
California
$1.8M +$1.76M +18,175 +5,330%
MFA
819
Mayflower Financial Advisors
Massachusetts
$1.78M +$840K +8,665 +90%
UAS
820
United Asset Strategies
New York
$1.76M +$25.9K +267 +1%
IFAM
821
Institutional & Family Asset Management
Colorado
$1.75M -$61.5K -634 -3%
SAM
822
Summit Asset Management
Tennessee
$1.75M +$583K +6,008 +50%
SC
823
Savant Capital
Illinois
$1.75M -$351K -3,768 -17%
CPWA
824
Cerro Pacific Wealth Advisors
California
$1.74M +$1.74M +17,972 New
BCP
825
Blue Chip Partners
Michigan
$1.74M +$1.74M +17,908 New