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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 %
SSW
1351
Stone Summit Wealth
Florida
$292K +$292K +3,015 New
GCM
1352
Gables Capital Management
Florida
$291K
VVP
1353
Venture Visionary Partners
Ohio
$289K -$1.06M -10,914 -79%
FA
1354
Financial Alternatives
California
$289K +$289K +2,975 New
GJIA
1355
Glass Jacobson Investment Advisors
Maryland
$286K +$286K +2,951 New
FNB
1356
Farmers National Bank
Kentucky
$284K +$284K +2,926 New
GP
1357
Girard Partners
Pennsylvania
$283K -$2.62K -27 -0.9%
EPM
1358
Elm Partners Management
Pennsylvania
$283K +$53.4K +551 +23%
BCA
1359
Bay Colony Advisors
Massachusetts
$282K +$2.04K +21 +0.7%
RI
1360
Rinkey Investments
California
$281K -$783K -8,073 -74%
LWP
1361
Lumature Wealth Partners
Georgia
$281K -$180K -1,855 -39%
MHS
1362
M Holdings Securities
Oregon
$281K -$13.2K -136 -4%
HAS
1363
HBW Advisory Services
California
$279K -$5.83K -60 -2%
TVAMP
1364
Tennessee Valley Asset Management Partners
Tennessee
$277K -$311K -3,203 -53%
AAG
1365
Armstrong Advisory Group
Massachusetts
$276K +$276K +2,848 New
WC
1366
Westwind Capital
New Mexico
$276K +$16.5K +170 +6%
ORC
1367
O'Rourke & Company
Massachusetts
$274K -$184K -1,896 -40%
JIC
1368
Joel Isaacson & Co
New York
$273K +$273K +2,813 New
MAM
1369
Milestone Asset Management
Pennsylvania
$272K +$272K +2,728 New
SIS
1370
Sound Income Strategies
Florida
$269K -$2.13K -22 -0.8%
MC
1371
Moors & Cabot
Massachusetts
$268K -$17.7K -183 -6%
SAM
1372
Synergy Asset Management
Washington
$267K -$40.9K -422 -13%
UBG
1373
United Bank (Georgia)
Georgia
$267K -$3.98K -41 -1%
AFS
1374
AFG Fiduciary Services
Massachusetts
$267K -$102K -1,051 -28%
TCOV
1375
Trust Company of Vermont
Vermont
$265K -$50.6K -522 -16%