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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 %
SL
1251
SWMG LLC
Texas
$391K -$59K -608 -13%
ECM
1252
Evergreen Capital Management
Washington
$391K -$97K -1,000 -20%
SSG
1253
Summit Securities Group
New York
$388K -$792K -8,170 -67%
FRA
1254
Frank Rimerman Advisors
California
$388K +$388K +3,996 New
AWM
1255
Arista Wealth Management
Nevada
$387K +$387K +3,993 New
DAM
1256
Delta Asset Management
Tennessee
$386K
P
1257
&Partners
Tennessee
$385K -$11.3K -117 -3%
EAMA
1258
EFG Asset Management (Americas)
Florida
$384K
KA
1259
Kooman & Associates
Pennsylvania
$383K +$383K +3,944 New
AFA
1260
Alpha Financial Advisors
North Carolina
$382K +$382K +3,939 New
SEA
1261
Stegent Equity Advisors
Texas
$382K +$108K +1,113 +39%
WFA
1262
Wade Financial Advisory
California
$382K -$16.3K -168 -4%
MLA
1263
My Legacy Advisors
Oregon
$381K +$139K +1,388 +57%
MA
1264
Momentum Advisors
New York
$380K +$145K +1,496 +62%
BWP
1265
BSW Wealth Partners
Colorado
$379K
IFPG
1266
Intrepid Financial Planning Group
Indiana
$379K -$14.6K -150 -4%
CCM
1267
Colorado Capital Management
Colorado
$377K -$2.83M -2,864 -88%
FA
1268
Fortis Advisors
Pennsylvania
$375K -$682K -7,027 -64%
BEAM
1269
Baker Ellis Asset Management
Washington
$374K +$374K +3,860 New
FAG
1270
Fortitude Advisory Group
Washington
$374K +$6.89K +71 +2%
CWA
1271
Centennial Wealth Advisory
Michigan
$373K +$16.8K +173 +5%
SRC
1272
Sage Rhino Capital
California
$373K
EA
1273
Echo45 Advisors
California
$372K +$372K +3,838 New
RFP
1274
Roth Financial Partners
Texas
$370K +$103K +1,060 +39%
LWM
1275
LJI Wealth Management
Indiana
$370K +$370K +3,811 New