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iShares Core US Aggregate Bond ETF

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.74%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.17%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
UBG
1426
United Bank (Georgia)
Georgia
$319K -$1.29K -13 -0.4%
BWL
1427
Bogart Wealth LLC
Virginia
$318K +$1.69K +17 +0.5%
RWM
1428
Reston Wealth Management
Virginia
$317K -$178K -1,797 -36%
ACS
1429
Archford Capital Strategies
Illinois
$317K -$3.08K -31 -1%
GCM
1430
Gallacher Capital Management
Colorado
$316K -$377K -3,796 -54%
WW
1431
Westshore Wealth
California
$312K -$3.77K -38 -1%
DAM
1432
Delta Asset Management
Tennessee
$312K -$1.49K -15 -0.5%
NEPPG
1433
New England Professional Planning Group
Rhode Island
$312K
TCOTS
1434
Trust Company of the South
North Carolina
$311K +$311K +3,130 New
SWIG
1435
Strategic Wealth Investment Group
Kentucky
$311K +$311K +3,130 New
BPCE
1436
Bank Pictet & Cie (Europe)
Germany
$310K +$42.5K +428 +16%
BEI
1437
Benjamin Edwards Inc
Missouri
$307K -$8.45K -85 -3%
WCG
1438
Weaver Consulting Group
California
$307K -$25.5K -257 -8%
PPC
1439
Park Place Capital
Alabama
$306K -$72.9K -735 -19%
GCM
1440
Gables Capital Management
Florida
$305K
SC
1441
Stephenson & Company
California
$305K +$305K +3,072 New
NCM
1442
Noesis Capital Mangement
Florida
$305K -$5.56K -56 -2%
HCM
1443
Hengehold Capital Management
Ohio
$304K -$7.74K -78 -2%
CPCM
1444
Cardinal Point Capital Management
Ontario, Canada
$304K -$1.34M -13,542 -82%
BWP
1445
Balboa Wealth Partners
Arizona
$304K +$304K +3,064 New
MAM
1446
McLean Asset Management
Virginia
$303K +$303K +3,087 New
SHJ
1447
Sharkey, Howes & Javer
Colorado
$303K +$303K +3,053 New
NIWA
1448
New Insight Wealth Advisors
California
$302K +$302K +3,045 New
IFO
1449
Independent Family Office
New York
$301K
LWM
1450
Lyell Wealth Management
California
$300K -$19.9K -200 -6%