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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 %
EIA
1226
Edgemoor Investment Advisors
Maryland
$423K -$1.46K -15 -0.3%
WFA
1227
Wellspring Financial Advisors
Ohio
$422K +$422K +4,354 New
BPWM
1228
Badgley Phelps Wealth Managers
Washington
$422K +$56.1K +578 +15%
OWA
1229
Octavia Wealth Advisors
Ohio
$421K +$421K +4,343 New
MCG
1230
McCollum Christoferson Group
New York
$417K
TSWM
1231
Tyler-Stone Wealth Management
Ohio
$415K +$138K +1,418 +50%
MIH
1232
Meitav Investment House
Israel
$415K -$82.4K -851 -17%
CW
1233
CIC Wealth
Maryland
$414K +$414K +4,273 New
FWP
1234
Falcon Wealth Planning
California
$414K -$1.64M -16,888 -80%
AA
1235
ACT Advisors
North Carolina
$414K -$23K -237 -5%
HWA
1236
Heritage Wealth Advisors
Virginia
$411K -$776 -8 -0.2%
LWM
1237
Lyell Wealth Management
California
$410K -$449K -4,625 -52%
TBWA
1238
Three Bridge Wealth Advisors
California
$409K -$21.1K -218 -5%
FCM
1239
Family Capital Management
Michigan
$408K +$408K +4,207 New
NEPPG
1240
New England Professional Planning Group
Rhode Island
$406K +$67.2K +693 +20%
SIM
1241
SSI Investment Management
California
$401K -$2.52K -26 -0.6%
BPC
1242
Banque Pictet & Cie
Switzerland
$398K -$2.69M -27,700 -87%
PNAA
1243
Pictet North America Advisors
Switzerland
$398K
JSW
1244
Journey Strategic Wealth
New Jersey
$397K +$397K +4,089 New
EWMCB
1245
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$395K -$20K -206 -5%
CIP
1246
Chartwell Investment Partners
Pennsylvania
$395K
GWM
1247
GDS Wealth Management
Texas
$394K -$43.5K -448 -10%
HGWM
1248
Harvest Group Wealth Management
Massachusetts
$393K
FI
1249
Financial Insights
Washington
$392K +$392K +4,040 New
BCM
1250
Bourgeon Capital Management
Connecticut
$391K +$391K +4,035 New