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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
25.46%
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 %
TW
1376
TrinityPoint Wealth
Connecticut
$234K +$234K +2,489 New
CFS
1377
CRA Financial Services
New Jersey
$232K
AR
1378
Apeiron RIA
Texas
$232K -$37.6K -400 -14%
ClearBridge Investments
1379
ClearBridge Investments
New York
$232K +$752 +8 +0.3%
WAS
1380
WESPAC Advisors SoCal
California
$232K -$6.58K -70 -3%
TCOT
1381
Trust Company of Toledo
Ohio
$231K -$35.1K -373 -13%
QCIG
1382
Quad-Cities Investment Group
Iowa
$230K -$154K -1,639 -40%
AFG
1383
AFS Financial Group
Maryland
$229K -$2.73K -29 -1%
BWG
1384
Beta Wealth Group
California
$228K +$35.5K +378 +18%
LF
1385
Lee Financial
Texas
$228K -$103K -1,092 -31%
WDL
1386
Well Done LLC
Michigan
$227K -$188K -1,996 -45%
RWB
1387
RMR Wealth Builders
New Jersey
$225K -$58.9K -626 -21%
CT
1388
Clearstead Trust
Maine
$225K -$27.3K -290 -11%
JSL
1389
JT Stratford LLC
Georgia
$225K -$177K -1,884 -44%
TBWA
1390
Three Bridge Wealth Advisors
California
$224K -$140K -1,488 -38%
GWM
1391
Gray Wealth Management
Maine
$222K +$222K +2,360 New
SC
1392
SouthState Corp
Florida
$221K +$12.2K +130 +6%
FFA
1393
Founders Financial Alliance
North Carolina
$221K +$470 +5 +0.2%
V
1394
VeraBank
Texas
$221K +$221K +2,345 New
WI
1395
Wedgewood Investors
Pennsylvania
$220K -$14.1K -150 -6%
CWM
1396
Cranbrook Wealth Management
Michigan
$219K
SOAG
1397
Silver Oak Advisory Group
Oregon
$218K -$3.01K -32 -1%
AMIM
1398
Aull & Monroe Investment Management
Alabama
$218K
RWI
1399
Red Wave Investments
Pennsylvania
$218K
FSWA
1400
Financial Synergies Wealth Advisors
Texas
$217K +$1.13K +12 +0.5%