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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 %
ClearBridge Investments
1401
ClearBridge Investments
New York
$238K -$17.1K -176 -7%
ARG
1402
Advisory Resource Group
Oklahoma
$235K +$776 +8 +0.3%
CCA
1403
Cadent Capital Advisors
Oklahoma
$234K -$28.5K -294 -11%
DWMS
1404
Dominguez Wealth Management Solutions
Virginia
$231K +$231K +2,377 New
AFG
1405
AFS Financial Group
Maryland
$229K +$229K +2,366 New
BWM
1406
Brickley Wealth Management
California
$228K -$26.3K -271 -10%
OWA
1407
Opal Wealth Advisors
New York
$228K +$228K +2,353 New
CA
1408
Cresta Advisors
Texas
$228K +$228K +2,350 New
PWMAG
1409
Pinnacle Wealth Management Advisory Group
New Jersey
$228K +$228K +2,349 New
CWM
1410
Cranbrook Wealth Management
Michigan
$226K -$24.4K -252 -10%
GWAM
1411
Guardian Wealth Advisors (Minnesota)
Minnesota
$226K -$165K -1,700 -42%
CCA
1412
Checchi Capital Advisers
California
$225K -$251K -2,583 -53%
WOSD
1413
WFA of San Diego
California
$225K
BHBT
1414
Burke & Herbert Bank & Trust
Virginia
$224K
SOAG
1415
Silver Oak Advisory Group
Oregon
$224K +$193 +2 +0.1%
PJSIMP
1416
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K -$116K -1,197 -34%
CFO
1417
CVA Family Office
Colorado
$223K +$223K +2,300 New
FWIA
1418
Fort Washington Investment Advisors
Ohio
$222K -$57.3K -591 -21%
SAM
1419
SignalPoint Asset Management
Missouri
$222K +$2.9K +30 +1%
WJA
1420
Willis Johnson & Associates
Texas
$222K +$222K +2,288 New
CT
1421
Colonial Trust
South Carolina
$221K -$53.4K -551 -19%
OAP
1422
One Advisory Partners
Kansas
$221K +$221K +2,278 New
1IA
1423
1834 Investment Advisors
Wisconsin
$220K -$24.6K -254 -10%
RFN
1424
Redwood Financial Network
Ohio
$220K -$62.2K -641 -22%
FSWA
1425
Financial Synergies Wealth Advisors
Texas
$220K -$291 -3 -0.1%