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iShares Core US Aggregate Bond ETF

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.74%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.17%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1251
Charles Schwab Investment Advisory
California
$549K -$32K -322 -6%
HFS
1252
Hoge Financial Services
Pennsylvania
$548K +$548K +5,521 New
AAM
1253
Ameraudi Asset Management
New York
$548K +$548K +5,520 New
FNT
1254
First National Trust
Pennsylvania
$539K +$106K +1,063 +24%
TNB
1255
Thomasville National Bank
Georgia
$539K -$6.45K -65 -1%
MWM
1256
Maripau Wealth Management
Indiana
$536K -$34.8K -351 -6%
LWL
1257
Leo Wealth LLC
Texas
$535K +$535K +5,446 New
T
1258
TrueFG
Texas
$535K +$9.03K +91 +2%
TCWM
1259
Total Clarity Wealth Management
Illinois
$534K -$65.6K -661 -11%
SW
1260
Simplicity Wealth
New Jersey
$533K +$211K +2,129 +66%
CA
1261
CoreCap Advisors
Michigan
$530K -$321K -3,237 -38%
LF
1262
Lee Financial
Texas
$530K +$290K +2,917 +120%
UAG
1263
United Advisor Group
Ohio
$529K +$529K +5,324 New
SCG
1264
Sonata Capital Group
Washington
$528K
Fiera Capital (Canada)
1265
Fiera Capital (Canada)
Quebec, Canada
$524K
FOA
1266
Five Oceans Advisors
California
$524K +$8.44K +85 +2%
AA
1267
Advisory Alpha
Michigan
$523K +$62.9K +634 +14%
CA
1268
Crewe Advisors
Utah
$518K -$162K -1,631 -24%
ACM
1269
Arlington Capital Management
Illinois
$518K +$208K +2,091 +67%
PC
1270
Prairiewood Capital
North Dakota
$517K +$68.5K +690 +15%
SOS
1271
Silver Oak Securities
Tennessee
$513K +$118K +1,184 +30%
NG
1272
NWK Group
California
$513K +$5.56K +56 +1%
PWM
1273
Power Wealth Management
Georgia
$512K +$512K +5,154 New
IWMA
1274
Ironwood Wealth Management (Arizona)
Arizona
$511K +$25.5K +257 +5%
GCA
1275
Gradient Capital Advisors
California
$510K