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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 %
WEPOG
1426
Wealth Enhancement & Preservation of GA
Georgia
$218K -$41.1K -424 -16%
TCM
1427
Triumph Capital Management
Colorado
$218K +$218K +2,244 New
JCM
1428
Janney Capital Management
Pennsylvania
$217K +$217K +2,240 New
FIM
1429
Fernwood Investment Management
Massachusetts
$216K +$1.46K +15 +0.7%
NB
1430
NBT Bank
New York
$216K -$9.21K -95 -4%
CSPAM
1431
Cary Street Partners Asset Management
Virginia
$216K +$216K +2,225 New
TMWM
1432
Taylor & Morgan Wealth Management
Michigan
$214K -$59.8K -617 -22%
RW
1433
Reframe Wealth
Virginia
$213K +$213K +2,200 New
CDIA
1434
Capital Directions Investment Advisors
Georgia
$213K +$213K +2,200 New
CIAS
1435
Capital Investment Advisory Services
North Carolina
$212K +$13.3K +137 +7%
BIG
1436
Builder Investment Group
Georgia
$211K +$211K +2,179 New
AWMNH
1437
Arcadia Wealth Management (New Hampshire)
New Hampshire
$211K +$211K +2,173 New
SWM
1438
Segment Wealth Management
Texas
$210K +$210K +2,170 New
SCM
1439
Spreng Capital Management
Ohio
$209K -$970 -10 -0.5%
VAFP
1440
Vahanian & Associates Financial Planning
New York
$209K
CAM
1441
Crestone Asset Management
Colorado
$208K
WDC
1442
Woodward Diversified Capital
California
$208K -$54.7K -564 -21%
BFM
1443
Broadview Financial Management
Wisconsin
$207K +$207K +2,130 New
WCFA
1444
Walkner Condon Financial Advisors
Wisconsin
$205K
VF
1445
Vawter Financial
Ohio
$205K +$205K +2,109 New
SFP
1446
Sweet Financial Partners
Minnesota
$203K +$203K +2,088 New
FCFC
1447
First Citizens Financial Corp
Iowa
$201K +$201K +2,075 New
DCM
1448
Dimension Capital Management
Florida
$201K +$201K +2,068 New
MFC
1449
Morris Financial Concepts
South Carolina
$191K +$8.63K +89 +5%
BCMLT
1450
Beacon Capital Management LLC (Tennessee)
Tennessee
$191K +$12.2K +126 +7%