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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 %
IFWM
1126
Institute for Wealth Management
Colorado
$588K -$7.57K -78 -1%
CCFM
1127
Clear Creek Financial Management
Washington
$580K +$40.2K +414 +7%
Bank of Nova Scotia
1128
Bank of Nova Scotia
Ontario, Canada
$579K -$25M -257,590 -98%
SFCL
1129
Strengthening Families & Communities LLC
Massachusetts
$577K -$103K -1,060 -15%
RFA
1130
Resurgent Financial Advisors
Georgia
$574K +$15.6K +161 +3%
PMFA
1131
Plante Moran Financial Advisors
Michigan
$573K -$350K -3,612 -38%
PAM
1132
Palisade Asset Management
Minnesota
$572K +$175K +1,807 +44%
RBC
1133
Romano Brothers & Co
Illinois
$568K -$38.8K -400 -6%
SCG
1134
Sonata Capital Group
Washington
$565K
FWA
1135
FSM Wealth Advisors
Ohio
$563K -$12.7K -131 -2%
HFP
1136
Holistic Financial Partners
Indiana
$562K -$12.6K -130 -2%
RPGK
1137
Retirement Planning Group (Kansas)
Kansas
$560K +$149K +1,535 +36%
CFCI
1138
Comprehensive Financial Consultants Institutional
Indiana
$558K -$23.6K -235 -4%
SDWMA
1139
Schneider Downs Wealth Management Advisors
Pennsylvania
$553K +$124K +1,280 +29%
WW
1140
Westshore Wealth
California
$552K -$38.7K -399 -7%
FNT
1141
First National Trust
Pennsylvania
$551K -$324K -3,340 -37%
EWM
1142
Executive Wealth Management
Michigan
$550K -$248K -2,559 -31%
BOM
1143
Bank of Marin
California
$550K -$60.2K -621 -10%
B
1144
Bensler
Washington
$547K +$187K +1,924 +52%
TNB
1145
Thomasville National Bank
Georgia
$546K +$485 +5 +0.1%
TDWM
1146
Topel & Distasi Wealth Management
California
$544K +$3.59K +37 +0.7%
NG
1147
NWK Group
California
$543K +$509K +5,252 +1,501%
VP
1148
Verum Partners
North Carolina
$533K +$533K +5,497 New
RCP
1149
Rothschild Capital Partners
New York
$531K
EFG
1150
Ethos Financial Group
Pennsylvania
$527K +$527K +5,435 New