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iShares Core US Aggregate Bond ETF

1,527 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 529 increasing their positions, 743 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-22
Holders Change %
-1.42%
% of All Funds
25.82%
Holding in Top 10
283
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.04%
% of All Funds
4.79%
New
125
Increased
529
Reduced
743
Closed
135
Calls
$70.5M
Puts
$2.59M
Net Calls
+$67.9M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
901
Burney Company
Virginia
$991K -$72.5K -713 -7%
TWA
902
TPB Wealth Advisors
Texas
$991K -$40.7K -400 -4%
H
903
HoyleCohen
California
$990K +$277K +2,724 +39%
PCMF
904
Private Capital Management (Florida)
Florida
$987K +$37.9K +373 +4%
AIA
905
Angeles Investment Advisors
California
$986K
SWA
906
Strategies Wealth Advisors
Michigan
$980K +$341K +3,353 +53%
LIM
907
Leavell Investment Management
Alabama
$980K +$31.2K +307 +3%
PPW
908
Pinnacle Private Wealth
Massachusetts
$974K +$36.4K +358 +4%
AF
909
Apexium Financial
Texas
$964K +$156K +1,532 +19%
PA
910
Pinnacle Associates
New York
$962K -$55.7K -548 -5%
AAM
911
Autus Asset Management
Arizona
$961K +$206K +2,022 +27%
AP
912
Appleton Partners
Massachusetts
$959K -$140K -1,377 -13%
CAL
913
Capital Analysts LLC
Pennsylvania
$957K -$92.4K -908 -9%
EIP
914
Ellis Investment Partners
Pennsylvania
$951K -$436K -4,289 -31%
DP
915
Dearborn Partners
Illinois
$949K +$39.5K +388 +4%
JG
916
Jefferies Group
New York
$946K -$902K -8,870 -49%
1WM
917
1900 Wealth Management
Texas
$945K +$188K +1,845 +25%
HS
918
Horan Securities
United States
$939K +$879K +8,623 +1,469%
NWM
919
Northwest Wealth Management
Iowa
$938K -$351K -3,456 -27%
AWMS
920
Advocacy Wealth Management Services
Georgia
$933K -$1.02M -10,004 -52%
AWM
921
Angeles Wealth Management
California
$929K
SC
922
Solstein Capital
California
$917K -$160K -1,577 -15%
PWA
923
Physician Wealth Advisors
Utah
$917K +$12.6K +121 +1%
BBNA
924
Bremer Bank National Association
Minnesota
$911K -$10.4K -102 -1%
WWM
925
Windsor Wealth Management
Indiana
$909K -$233K -2,283 -20%