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iShares Core US Aggregate Bond ETF

1,597 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 756 increasing their positions, 587 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,597
Holders Change
-29
Holders Change %
-1.78%
% of All Funds
25.47%
Holding in Top 10
318
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.25%
% of All Funds
5.07%
New
108
Increased
756
Reduced
587
Closed
111
Calls
$15.7M
Puts
$9.17M
Net Calls
+$6.49M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Shares
Change %
VF
1301
Vawter Financial
Ohio
$300K -$18.6K -198 -6%
BWL
1302
Bogart Wealth LLC
Virginia
$300K -$43.6K -464 -13%
WW
1303
Westshore Wealth
California
$300K -$80.2K -853 -21%
IDA
1304
Intelligence Driven Advisers
California
$299K -$84.3K -906 -22%
BEI
1305
Benjamin Edwards Inc
Missouri
$298K -$893K -9,516 -75%
DAM
1306
Delta Asset Management
Tennessee
$297K -$65.8K -700 -18%
WLIM
1307
White Lighthouse Investment Management
Massachusetts
$296K +$296K +3,148 New
HCM
1308
Hengehold Capital Management
Ohio
$296K +$13K +138 +5%
NEPPG
1309
New England Professional Planning Group
Rhode Island
$296K -$97.9K -1,041 -25%
OFS
1310
OneAscent Financial Services
Alabama
$294K +$294K +3,123 New
NCM
1311
Noesis Capital Mangement
Florida
$294K -$3.86K -41 -1%
ACM
1312
Arlington Capital Management
Illinois
$294K -$2.26M -23,991 -88%
DWM
1313
Darwin Wealth Management
Florida
$294K +$81.7K +869 +39%
CF
1314
Copperwynd Financial
Arizona
$293K +$293K +3,114 New
FA
1315
Financial Alternatives
California
$293K +$12.8K +136 +5%
KFP
1316
KB Financial Partners
New Jersey
$291K
FWS
1317
FinDec Wealth Services
California
$291K -$2.35K -25 -0.8%
Man Group
1318
Man Group
United Kingdom
$290K -$302K -3,084 Closed
KFP
1319
KMG Fiduciary Partners
Ohio
$290K +$290K +3,083 New
GCM
1320
Gables Capital Management
Florida
$289K +$7.15K +76 +3%
SS
1321
Simplicity Solutions
Minnesota
$289K -$1.74M -18,478 -86%
BPWM
1322
Badgley Phelps Wealth Managers
Washington
$287K -$64.6K -687 -18%
IFO
1323
Independent Family Office
New York
$285K
AP
1324
Americana Partners
Texas
$285K +$285K +3,032 New
C1AG
1325
Client 1st Advisory Group
Florida
$284K -$58.9K -626 -17%