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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 %
SCA
1051
Stillwater Capital Advisors
Pennsylvania
$780K -$1.46K -15 -0.2%
JIP
1052
Jaffetilchin Investment Partners
Florida
$780K -$472K -4,865 -38%
SFG
1053
SNS Financial Group
Minnesota
$779K -$151K -1,553 -16%
MAM
1054
MMA Asset Management
Pennsylvania
$774K +$44.4K +458 +6%
SFS
1055
Summit Financial Strategies
Ohio
$773K -$101K -1,039 -12%
WPW
1056
Waldron Private Wealth
Pennsylvania
$772K
FWP
1057
Firethorn Wealth Partners
Georgia
$765K -$97 -1 -0%
OGF
1058
Orin Green Financial
California
$764K -$856K -8,830 -53%
PWS
1059
Peterson Wealth Services
Utah
$759K +$540K +5,566 +247%
PWP
1060
Phillips Wealth Planners
Mississippi
$759K +$759K +7,685 New
WC
1061
Whitney & Co
New York
$750K +$183K +1,891 +32%
T
1062
TRUADVICE
Florida
$749K +$749K +7,514 New
GBWM
1063
Granite Bay Wealth Management
New Hampshire
$745K -$410K -4,228 -35%
WAOI
1064
Wealth Advisors of Iowa
Iowa
$743K +$743K +7,664 New
IAG
1065
Investment Advisory Group
Massachusetts
$743K -$14.9K -154 -2%
CAM
1066
Cidel Asset Management
Ontario, Canada
$740K -$748K
RFG
1067
Range Financial Group
Oregon
$739K -$4.27K -44 -0.6%
LWCFA
1068
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$738K
FCMT
1069
Founders Capital Management (Texas)
Texas
$737K -$1.4M -14,412 -65%
MG
1070
Mather Group
Illinois
$735K +$418K +4,305 +132%
ICG
1071
InterOcean Capital Group
Tennessee
$735K +$290K +2,988 +65%
JFG
1072
Jefferies Financial Group
New York
$734K +$734K +7,573 New
FAM
1073
Family Asset Management
South Carolina
$734K +$734K +7,572 New
CMBA
1074
C.M. Bidwell & Associates
Hawaii
$734K -$119K -1,224 -14%
SCA
1075
Snowden Capital Advisors
New York
$733K -$549K -5,665 -43%