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iShares Core US Aggregate Bond ETF

1,626 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 759 increasing their positions, 574 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+17
Holders Change %
+1.06%
% of All Funds
25.64%
Holding in Top 10
311
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.63%
% of All Funds
4.9%
New
128
Increased
759
Reduced
574
Closed
90
Calls
$14.3M
Puts
$1.1M
Net Calls
+$13.2M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Shares
Change %
EIA
1251
Edgemoor Investment Advisors
Maryland
$393K -$34.3K -350 -8%
WIA
1252
Westbourne Investment Advisors
Maryland
$393K -$29.7K -304 -7%
P
1253
&Partners
Tennessee
$392K
FRA
1254
Frank Rimerman Advisors
California
$391K
EP
1255
Essential Planning
New Hampshire
$390K +$20.8K +212 +6%
EFG
1256
Ethos Financial Group
Pennsylvania
$388K
EAMA
1257
EFG Asset Management (Americas)
Florida
$388K
ECI
1258
EFG Capital International
Florida
$388K +$388K +3,957 New
SPWG
1259
Syntegra Private Wealth Group
Missouri
$386K +$386K +3,945 New
AP
1260
Appleton Partners
Massachusetts
$386K -$97.3K -994 -20%
SLWA
1261
San Luis Wealth Advisors
California
$386K +$60K +612 +18%
BWP
1262
BSW Wealth Partners
Colorado
$386K
TVAMP
1263
Tennessee Valley Asset Management Partners
Tennessee
$384K +$384K +3,925 New
BWM
1264
Brown Wealth Management
Illinois
$384K +$384K +3,924 New
BRM
1265
Boston Research & Management
Massachusetts
$383K -$54.4K -556 -12%
PMA
1266
Prudent Man Advisors
Illinois
$381K
IFWM
1267
Institute for Wealth Management
Colorado
$380K -$209K -2,135 -35%
TBWA
1268
Three Bridge Wealth Advisors
California
$380K +$2.45K +25 +0.6%
KL
1269
KWMG LLC
Kansas
$379K -$562K -5,739 -60%
DAM
1270
Delta Asset Management
Tennessee
$378K -$10.8K -110 -3%
CRG
1271
Cornerstone Retirement Group
Nevada
$378K +$378K +3,855 New
SEA
1272
Stegent Equity Advisors
Texas
$376K
GJIA
1273
Glass Jacobson Investment Advisors
Maryland
$374K +$374K +3,818 New
CFA
1274
Cahill Financial Advisors
Minnesota
$372K +$46.8K +478 +14%
CT
1275
Columbia Trust
Oregon
$369K -$122K -1,245 -25%