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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 %
PWW
901
Pettyjohn Wood & White
Virginia
$1.28M -$72.9K -751 -5%
FWP
902
FAS Wealth Partners
Kansas
$1.28M -$511K -5,266 -29%
CWM
903
Core Wealth Management
Florida
$1.28M +$1.28M +13,187 New
PTC
904
Private Trust Company
Ohio
$1.28M -$792K -8,163 -38%
CA
905
CGN Advisors
Kansas
$1.27M -$133K -1,372 -10%
WFA
906
WestHill Financial Advisors
California
$1.27M -$2.23K -23 -0.2%
RTL
907
Red Tortoise LLC
Georgia
$1.26M +$1.26M +13,030 New
IA
908
IFG Advisory
Georgia
$1.25M +$869K +8,964 +231%
FNBOSM
909
First National Bank of South Miami
Florida
$1.24M +$37.4K +386 +3%
BCM
910
BTC Capital Management
Iowa
$1.23M -$1.22M -12,577 -50%
PI
911
PineBridge Investments
New York
$1.23M -$65K -670 -5%
FCB
912
First County Bank
Connecticut
$1.23M +$1.23M +12,699 New
HA
913
HC Advisors
Georgia
$1.23M
OWA
914
One Wealth Advisors
California
$1.23M +$919K +9,477 +298%
CAS
915
Coppell Advisory Solutions
Texas
$1.23M +$1.23M +12,647 New
CASC
916
Coppell Advisory Solutions Corp
Texas
$1.23M +$1.23M +12,647 New
NFG
917
Northeast Financial Group
Pennsylvania
$1.22M +$1.22M +12,616 New
BEI
918
Benjamin Edwards Inc
Missouri
$1.22M +$53.5K +552 +5%
W
919
WPWealth
Texas
$1.22M +$1.22M +12,575 New
ATC
920
Argent Trust Co
Tennessee
$1.22M -$368K -3,792 -23%
TI
921
tru Independence
Oregon
$1.22M -$84.3K -869 -6%
SHFA
922
SC&H Financial Advisors
Maryland
$1.21M -$57K -588 -4%
VCM
923
Virtue Capital Management
Tennessee
$1.21M +$81.8K +843 +7%
RWM
924
RBA Wealth Management
California
$1.21M +$49.9K +514 +4%
GTAM
925
Global Trust Asset Management
Florida
$1.2M -$274K -2,823 -19%