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iShares Core US Aggregate Bond ETF

1,429 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 646 increasing their positions, 509 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-18
Holders Change %
-1.24%
% of All Funds
25.1%
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.65%
New
84
Increased
646
Reduced
509
Closed
78
Calls
$46.4M
Puts
$23.6M
Net Calls
+$22.8M
Net Calls Change
-$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
1226
ProVise Management Group
Florida
$260K +$260K +2,262 New
HWA
1227
HCR Wealth Advisors
California
$258K -$19K -165 -7%
AL
1228
ACAS LLC
California
$258K -$4.94K -43 -2%
RS
1229
Retirement Solution
Washington
$258K +$258K +2,246 New
SMG
1230
Spectrum Management Group
Indiana
$256K +$7.47K +65 +3%
TWM
1231
Titus Wealth Management
California
$255K -$2.52K -22 -1%
4WM
1232
4J Wealth Management
Virginia
$255K -$115 -1 -0%
TA
1233
TFG Advisers
Michigan
$254K +$13.3K +116 +6%
AWAG
1234
ARS Wealth Advisors Group
Florida
$254K +$254K +2,209 New
WA
1235
WBH Advisory
Maryland
$251K +$251K +2,186 New
DI
1236
Disciplined Investments
Oklahoma
$249K -$9.41K -82 -4%
BFA
1237
Bluestem Financial Advisors
Illinois
$247K
SEP
1238
Southland Equity Partners
Missouri
$247K +$247K +2,150 New
CPSC
1239
Carl P. Sherr & Co
Massachusetts
$246K
MWM
1240
Merriman Wealth Management
Washington
$246K +$246K +2,140 New
OWA
1241
Octavia Wealth Advisors
Ohio
$245K -$83.1K -722 -25%
SCP
1242
Syntal Capital Partners
Texas
$244K +$22.5K +196 +10%
ODCM
1243
Old Dominion Capital Management
Virginia
$243K
AWM
1244
Accel Wealth Management
Iowa
$242K -$523K -4,548 -68%
HR
1245
Hayden Royal
North Carolina
$241K -$108K -938 -31%
DSC
1246
Duncker Streett & Co
Missouri
$241K +$460 +4 +0.2%
CPC
1247
Consolidated Planning Corp
Georgia
$239K
3LCM
1248
3D/L Capital Management
Connecticut
$239K +$27.4K +238 +13%
RPA
1249
Rock Point Advisors
Vermont
$237K -$17.2K -150 -7%
TTWM
1250
TCV Trust & Wealth Management
Virginia
$237K