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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 %
SSWM
851
Sheets Smith Wealth Management
North Carolina
$1.58M +$56.4K +582 +4%
CCM
852
Canal Capital Management
Virginia
$1.58M +$1.34M +13,772 +554%
EWS
853
Evergreen Wealth Solutions
Pennsylvania
$1.58M +$142K +1,468 +10%
WIA
854
World Investment Advisors
California
$1.57M +$534K +5,502 +51%
RWM
855
Reston Wealth Management
Virginia
$1.57M +$1.57M +16,168 New
DP
856
Denver PWM
Colorado
$1.57M +$1.57M +16,152 New
CM
857
Columbus Macro
Pennsylvania
$1.57M -$3.24M -33,417 -67%
PA
858
Paragon Advisors
Texas
$1.57M -$112K -1,158 -7%
PP
859
Prosperity Planning
Missouri
$1.56M
SW
860
SlateStone Wealth
Florida
$1.55M +$97.2K +1,002 +7%
DCC
861
Dow Chemical Company
Michigan
$1.54M
CPWMP
862
Cardinal Point Wealth Management Partners
California
$1.54M +$1.54M +15,859 New
CPCM
863
Cardinal Point Capital Management
Ontario, Canada
$1.54M +$1.54M +15,859 New
BFG
864
Barber Financial Group
Kansas
$1.54M -$320K -3,297 -17%
SAM
865
Simplify Asset Management
Nevada
$1.53M -$1.21M -12,456 -44%
TFGT
866
TS Financial Group (TSFG)
Illinois
$1.52M +$1.33M +13,700 +694%
SS
867
Sound Stewardship
Kansas
$1.52M +$1.52M +15,650 New
RIM
868
Rockbridge Investment Management
New York
$1.52M +$1.26M +12,955 +484%
TRCT
869
Tower Research Capital (TRC)
New York
$1.52M +$664K +6,854 +78%
AWG
870
Altus Wealth Group
Colorado
$1.48M +$1.48M +15,277 New
DW
871
Domani Wealth
Pennsylvania
$1.48M +$1.48M +15,209 New
BCM
872
Bowie Capital Management
Texas
$1.45M
RGF
873
Retirement Guys Formula
Ohio
$1.45M +$1.45M +14,961 New
WDG
874
Wealth Dimensions Group
Ohio
$1.45M -$115K -1,181 -7%
ACM
875
AUA Capital Management
Pennsylvania
$1.44M -$5.04K -52 -0.3%