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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 %
CAGAS
926
Capital Advisory Group Advisory Services
Minnesota
$1.19M -$125K -1,291 -10%
WS
927
Wedbush Securities
California
$1.19M -$4.37K -45 -0.4%
CBFP
928
Cedar Brook Financial Partners
Ohio
$1.19M -$9.31K -96 -0.8%
MA
929
Mosaic Advisors
Texas
$1.19M +$10.7K +110 +0.9%
CSB
930
City State Bank
Iowa
$1.18M +$136K +1,403 +13%
AIA
931
Affinity Investment Advisors
California
$1.17M
WMA
932
West Michigan Advisors
Michigan
$1.16M -$40.3K -416 -3%
MIC
933
Means Investment Company
Maine
$1.16M +$622K +6,410 +115%
WWM
934
Western Wealth Management
Colorado
$1.16M -$1.63M -16,774 -58%
BWA
935
BDO Wealth Advisors
Florida
$1.16M -$213K -2,195 -16%
LC
936
LCNB Corp
Ohio
$1.16M +$579K +5,970 +100%
TC
937
TownSquare Capital
Utah
$1.16M +$772K +7,957 +201%
SAF
938
Smith Anglin Financial
Texas
$1.14M +$312K +3,219 +37%
HFA
939
Highland Financial Advisors
New Jersey
$1.14M +$109K +1,129 +11%
GPA
940
Garrison Point Advisors
California
$1.13M -$42.4K -437 -4%
HCC
941
Hirtle Callaghan & Co
Pennsylvania
$1.13M +$815K +8,401 +257%
GT
942
Glenview Trust
Kentucky
$1.13M +$923K +9,513 +443%
LPAM
943
Lodestar Private Asset Management
California
$1.12M +$1.12M +11,598 New
RA
944
Rise Advisors
New York
$1.12M -$19K -196 -2%
BJL
945
Brighton Jones LLC
Washington
$1.12M -$388K -4,000 -26%
VFG
946
V2 Financial group
Illinois
$1.12M +$660K +6,805 +144%
TA
947
Tiedemann Advisors
New York
$1.11M
SA
948
Shilanski & Associates
Alaska
$1.11M +$1.11M +11,489 New
CC
949
Cadinha & Co
Hawaii
$1.11M -$13.1K -135 -1%
FLA
950
Financial Life Advisors
Texas
$1.11M +$1.11M +11,451 New