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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 %
IPW
1001
Intergy Private Wealth
Colorado
$909K +$33.4K +344 +4%
JSL
1002
JT Stratford LLC
Georgia
$908K +$386K +3,985 +74%
BSW
1003
Buckingham Strategic Wealth
Missouri
$907K -$277K -2,855 -23%
AWA
1004
Aletheian Wealth Advisors
Washington
$907K -$10.8K -111 -1%
NFG
1005
Nations Financial Group
Iowa
$903K +$286K +2,947 +46%
Verition Fund Management
1006
Verition Fund Management
Connecticut
$902K +$902K +9,300 New
DP
1007
Dearborn Partners
Illinois
$902K -$97 -1 -0%
1WM
1008
1900 Wealth Management
Texas
$899K -$61.1K -630 -6%
GWM
1009
Grand Wealth Management
Michigan
$896K -$1.96M -20,227 -69%
WF
1010
Warner Financial
Maryland
$894K -$319K -3,289 -26%
ASFA
1011
All Season Financial Advisors
Colorado
$892K +$892K +9,195 New
SAM
1012
Strategy Asset Managers
California
$891K +$97 +1 +0%
TWC
1013
TD Waterhouse Canada
Ontario, Canada
$880K -$117K -1,200 -12%
KIM
1014
Karpus Investment Management
New York
$874K -$1.64M -16,910 -65%
WWA
1015
WC Walker & Associates
California
$867K -$4.77K -49 -0.5%
BS
1016
Boenning & Scattergood
Pennsylvania
$863K +$260K +2,426 +43%
AMR
1017
Asset Management Resources
Massachusetts
$862K +$244K +2,519 +40%
PIM
1018
Penobscot Investment Management
Massachusetts
$861K -$614K -6,334 -42%
RWP
1019
Revolve Wealth Partners
New Jersey
$860K -$111K -1,142 -11%
SWA
1020
Strategies Wealth Advisors
Michigan
$854K +$854K +8,802 New
EWM
1021
Empirical Wealth Management
Washington
$852K -$478K -4,933 -36%
BWP
1022
Bernardo Wealth Planning
Pennsylvania
$851K -$283K -2,917 -25%
VFA
1023
Voya Financial Advisors
Connecticut
$845K +$7.5K +77 +0.9%
AIA
1024
Angeles Investment Advisors
California
$843K -$97K -1,000 -10%
VFPI
1025
Vantage Financial Partners (Illinois)
Illinois
$840K -$97 -1 -0%