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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 %
NWM
1076
Northwest Wealth Management
Iowa
$731K -$173K -1,785 -19%
RWB
1077
RMR Wealth Builders
New Jersey
$730K -$33.7K -347 -4%
BG
1078
Benedetti & Gucer
Georgia
$729K +$74.8K +771 +11%
Fiera Capital (Canada)
1079
Fiera Capital (Canada)
Quebec, Canada
$729K -$39.7K -409 -5%
FAM
1080
Flaharty Asset Management
Florida
$727K -$472K -4,863 -39%
AC
1081
Annandale Capital
Texas
$727K +$727K +7,496 New
RP
1082
Riverwater Partners
Wisconsin
$716K +$716K +7,382 New
SWM
1083
Stockman Wealth Management
Montana
$715K -$26.7K -275 -4%
BFA
1084
Beaumont Financial Advisors
Massachusetts
$713K -$8.41M -86,716 -92%
HWA
1085
Heartwood Wealth Advisors
Virginia
$704K -$18.8M -193,596 -96%
CCB
1086
Country Club Bank
Missouri
$704K -$532K -5,482 -43%
BFM
1087
Boston Financial Management
Massachusetts
$704K -$359K -3,701 -34%
NA
1088
Nottingham Advisors
New York
$701K +$63K +650 +10%
CA
1089
Calton & Associates
Florida
$701K -$35.2K -363 -5%
HCM
1090
Hudson Capital Management
New Jersey
$701K +$701K +7,224 New
Marshall Wace
1091
Marshall Wace
United Kingdom
$698K +$698K +7,200 New
SFO
1092
Stokes Family Office
Louisiana
$698K +$262K +2,699 +60%
CA
1093
Claro Advisors
Massachusetts
$695K +$97.8K +1,008 +16%
CA
1094
Cambridge Advisors
Nebraska
$693K -$43.3K -446 -6%
IDA
1095
Intelligence Driven Advisers
California
$685K -$2.87M -28,941 -81%
BWM
1096
Benchmark Wealth Management
Connecticut
$684K +$390K +4,026 +133%
BOSSRA
1097
B.O.S.S. Retirement Advisors
Utah
$674K +$674K +6,947 New
KA
1098
Kovack Advisors
Florida
$674K +$49.9K +515 +8%
AA
1099
Advisory Alpha
Michigan
$670K +$4.17K +43 +0.6%
JGCM
1100
Joseph Group Capital Management
Ohio
$669K +$590K +6,090 +750%