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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 %
PWG
826
Private Wealth Group
Florida
$1.73M +$1.73M +17,887 New
SMC
827
Smith, Moore & Co
Missouri
$1.72M +$126K +1,295 +8%
CCG
828
Cypress Capital Group
Florida
$1.72M -$91.9K -947 -5%
CI
829
Cambiar Investors
Colorado
$1.72M
ACA
830
Anchor Capital Advisors
Massachusetts
$1.71M +$1.71M +17,605 New
RW
831
REDW Wealth
New Mexico
$1.7M +$455K +4,693 +36%
LFG
832
Larson Financial Group
Missouri
$1.7M +$190K +1,961 +13%
PFO
833
Pathstone Family Office
New Jersey
$1.69M +$942K +15,128 +125%
BFC
834
Blue Fin Capital
Rhode Island
$1.68M -$45.1K -465 -3%
EW
835
Evoke Wealth
California
$1.67M +$980K +10,108 +141%
MCM
836
McKinley Capital Management
Alaska
$1.66M
TSW
837
Thompson Siegel & Walmsley
Virginia
$1.66M +$785K +8,091 +89%
TPW
838
TL Private Wealth
Texas
$1.66M +$1.66M +16,728 New
ZF
839
Zhang Financial
Michigan
$1.65M -$1.63M -16,792 -50%
CGA
840
Crescent Grove Advisors
Illinois
$1.64M -$273K -2,811 -14%
AWP
841
Ascent Wealth Partners
New York
$1.64M +$6.21K +64 +0.4%
UWPG
842
Ullmann Wealth Partners Group
Florida
$1.63M +$1.05M +10,803 +179%
AWM
843
Accurate Wealth Management
Florida
$1.63M +$401K +4,055 +33%
IP
844
Ignite Planners
California
$1.63M +$387K +3,862 +31%
TA
845
TrueWealth Advisors
Alabama
$1.62M -$571K -5,892 -26%
MYIA
846
Mount Yale Investment Advisors
Colorado
$1.62M +$735K +7,574 +83%
SC
847
Stephens Consulting
Michigan
$1.61M -$2.5M -25,750 -61%
HWM
848
HB Wealth Management
Georgia
$1.6M -$643K -6,626 -29%
BFIC
849
Bedell Frazier Investment Counselling
California
$1.6M -$1.18M -12,161 -42%
CF
850
Copperwynd Financial
Arizona
$1.59M -$1.4M -14,474 -47%