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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.

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 Market Value Shares Shares
Change
Shares
Change %
FMTCOCP
1401
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$217K 2,308 +1,940 +527%
QS
1402
Quantitative Strategies
California
$217K 2,304 -205 -8%
AA
1403
ACT Advisors
North Carolina
$217K 2,304 -32 -1%
OWA
1404
Outlook Wealth Advisors
Texas
$217K 2,304
CCM
1405
Colorado Capital Management
Colorado
$216K 2,302 -3,451 -60%
SCM
1406
Stordahl Capital Management
Colorado
$216K 2,293 -559 -20%
FWM
1407
Focused Wealth Management
New York
$215K 2,290 -3,886 -63%
MFT
1408
Moisand Fitzgerald Tamayo
Florida
$214K 2,276 -149 -6%
AWA
1409
Arkadios Wealth Advisors
Georgia
$213K 2,266 +2,266 New
DFA
1410
Delta Financial Advisors
Louisiana
$212K 2,257 +2 +0.1%
TPWM
1411
Twelve Points Wealth Management
Massachusetts
$212K 2,252 +2,252 New
CPW
1412
Catalyst Private Wealth
California
$210K 2,235
WPC
1413
Wedmont Private Capital
Pennsylvania
$210K 2,241 +2,241 New
NAM
1414
NTV Asset Management
West Virginia
$210K 2,230 -850 -28%
SAM
1415
SignalPoint Asset Management
Missouri
$209K 2,225 -100 -4%
TMWM
1416
Taylor & Morgan Wealth Management
Michigan
$208K 2,211 -15 -0.7%
SFO
1417
Stokes Family Office
Louisiana
$208K 2,210 -6,896 -76%
SWM
1418
Segment Wealth Management
Texas
$208K 2,210
BBHC
1419
Brown Brothers Harriman & Co
New York
$207K 2,205 +1,849 +519%
WCM
1420
Whitener Capital Management
North Carolina
$206K 2,192 -534 -20%
SWM
1421
Silverlake Wealth Management
Vermont
$206K 2,188 -4 -0.2%
FCM
1422
Family Capital Management
Michigan
$203K 2,163 +30 +1%
GI
1423
Gradient Investments
Minnesota
$203K 2,161 +152 +8%
LBWM
1424
Left Brain Wealth Management
Illinois
$201K 2,140 -147 -6%
IPW
1425
Impact Partnership Wealth
Georgia
$201K 2,137 +1,293 +153%