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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 %
PCP
1276
Proficio Capital Partners
Massachusetts
$366K -$303K -3,123 -45%
BFW
1277
Brady Family Wealth
Missouri
$364K +$364K +3,756 New
CTC
1278
Central Trust Company
Missouri
$360K -$1.22M -12,609 -77%
RWM
1279
Ruedi Wealth Management
Illinois
$359K +$359K +140 New
RWI
1280
Red Wave Investments
Pennsylvania
$358K +$358K +3,690 New
LCM
1281
Leisure Capital Management
California
$358K +$358K +3,688 New
PG
1282
Proffitt & Goodson
Tennessee
$358K +$77.6K +800 +28%
WCWM
1283
Willow Creek Wealth Management
California
$357K +$357K +3,684 New
MCA
1284
MSH Capital Advisors
Arizona
$356K -$38.3K -395 -10%
BWL
1285
Bogart Wealth LLC
Virginia
$355K +$22.3K +230 +7%
SCM
1286
Stordahl Capital Management
Colorado
$352K -$132K -1,364 -27%
CFFP
1287
Center for Financial Planning
Michigan
$352K -$69.8K -720 -17%
PFC
1288
Phocas Financial Corp
California
$351K +$33.9K +350 +11%
FAN
1289
Financial Advisors Network
California
$351K -$4.95K -51 -1%
FWA
1290
FSC Wealth Advisors
New York
$350K +$350K +3,613 New
HFA
1291
High Falls Advisors
New York
$350K -$57.6K -594 -14%
SRC
1292
Shufro Rose & Co
New York
$349K +$4.95K +51 +1%
SIM
1293
Stratos Investment Management
Ohio
$346K -$563K -5,807 -62%
LHEI
1294
Leo H. Evart Inc
California
$346K +$3.1K +32 +0.9%
PC
1295
Prairiewood Capital
North Dakota
$346K +$346K +3,568 New
CI
1296
CX Institutional
Indiana
$346K -$92.6K -955 -21%
PPC
1297
Park Place Capital
Alabama
$345K +$345K +3,553 New
C1AG
1298
Client 1st Advisory Group
Florida
$343K +$343K +3,533 New
SWP
1299
Semus Wealth Partners
Florida
$342K +$342K +3,528 New
SIA
1300
SkyView Investment Advisors
New Jersey
$339K -$105K -1,084 -24%