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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 %
GL
1026
Graypoint LLC
New York
$839K +$60.4K +623 +8%
DWA
1027
Delos Wealth Advisors
Texas
$834K -$1.91M -19,739 -70%
CIBC Asset Management
1028
CIBC Asset Management
Ontario, Canada
$825K -$87.4K -901 -10%
LA
1029
Lifeworks Advisors
Michigan
$825K +$26.9K +277 +3%
VFIC
1030
Valley Forge Investment Consultants
Pennsylvania
$824K -$794K -8,191 -49%
CWM
1031
Congress Wealth Management
Massachusetts
$823K +$62.7K +646 +8%
QCIG
1032
Quad-Cities Investment Group
Iowa
$822K -$377K -3,892 -31%
RF
1033
Resolute Financial
Massachusetts
$815K +$224K +2,305 +38%
WFA
1034
Wells Financial Advisors
Massachusetts
$812K -$264K -2,727 -25%
BMD
1035
Better Money Decisions
New Mexico
$808K -$2.09M -21,527 -72%
WIM
1036
WealthPlan Investment Management
Nebraska
$807K -$44.1K -447 -5%
NWM
1037
NEIRG Wealth Management
Massachusetts
$806K -$174K -1,789 -18%
CW
1038
Cook Wealth
North Carolina
$805K -$31.4K -324 -4%
WP
1039
WealthPLAN Partners
Nebraska
$804K +$804K +8,171 New
SWP
1040
Strategic Wealth Partners
Ohio
$799K -$46.8K -483 -6%
EIP
1041
Ellis Investment Partners
Pennsylvania
$795K -$94K -969 -11%
PWC
1042
PYA Waltman Capital
Tennessee
$794K +$794K +8,187 New
PWMG
1043
Provence Wealth Management Group
California
$790K +$790K +8,143 New
AWM
1044
Angeles Wealth Management
California
$789K -$97K -1,000 -11%
CAL
1045
Capital Advisors Ltd
Ohio
$788K +$133K +1,374 +20%
PP
1046
Patron Partners
Texas
$786K -$44.8K -462 -5%
PSCM
1047
Per Stirling Capital Management
Texas
$785K +$785K +8,094 New
TSS
1048
Two Sigma Securities
New York
$784K +$784K +8,080 New
WWM
1049
Windsor Wealth Management
Indiana
$783K -$99.9K -1,008 -11%
FWM
1050
FFT Wealth Management
Pennsylvania
$782K +$782K +8,065 New