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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 %
MAM
1201
McLean Asset Management
Virginia
$455K -$617K -6,364 -58%
FNBOMD
1202
First National Bank of Mount Dora
Florida
$455K
MC
1203
Middleton & Co
Massachusetts
$454K -$873K -9,000 -66%
BRM
1204
Boston Research & Management
Massachusetts
$454K +$47.6K +492 +12%
SPA
1205
Sentinel Pension Advisors
Massachusetts
$452K +$2.81K +29 +0.6%
GAB
1206
German American Bancorp
Indiana
$446K +$446K +4,601 New
IWMA
1207
Ironwood Wealth Management (Arizona)
Arizona
$445K -$2.72K -28 -0.6%
FT
1208
Fiduciary Trust
Massachusetts
$443K -$119K -1,230 -21%
CIR
1209
Clear Investment Research
Georgia
$443K +$30.6K +316 +7%
WA
1210
Wealthstar Advisors
Texas
$443K
DWP
1211
Daymark Wealth Partners
Ohio
$443K +$443K +4,565 New
BCM
1212
Brookmont Capital Management
Texas
$443K -$21.4K -221 -5%
SF
1213
Symphony Financial
Texas
$441K +$441K +4,494 New
CAM
1214
Cubic Asset Management
Massachusetts
$438K +$104K +1,076 +31%
BFG
1215
Baron Financial Group
New Jersey
$436K -$2.55M -26,300 -85%
HS
1216
Horan Securities
United States
$435K -$506K -5,218 -54%
FWS
1217
FinDec Wealth Services
California
$434K +$434K +4,479 New
AC
1218
Abbrea Capital
California
$431K +$196K +2,018 +83%
BTWM
1219
Baker Tilly Wealth Management
Wisconsin
$430K +$176K +1,816 +69%
MWM
1220
Maripau Wealth Management
Indiana
$430K +$163K +1,618 +61%
LA
1221
Latitude Advisors
Florida
$428K +$6.5K +67 +2%
TAM
1222
Tocqueville Asset Management
New York
$427K
HHGA
1223
Halbert Hargrove Global Advisors
California
$426K +$3.88K +40 +0.9%
SWA
1224
SOA Wealth Advisors
New York
$426K -$55.7K -574 -12%
SS
1225
Sunbelt Securities
Texas
$425K +$132K +1,364 +45%