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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 %
CA
1451
Clearstead Advisors
Ohio
$186K -$197K -2,030 -51%
RG
1452
Retirement Group
California
$182K +$25K +258 +16%
CPA
1453
Cardiff Park Advisors
California
$181K -$101K -1,046 -36%
WIM
1454
Westside Investment Management
California
$179K -$20K -6,981 -10%
MSCM
1455
McElhenny Sheffield Capital Management
Texas
$174K -$40.3K -416 -19%
DI
1456
Disciplined Investments
Oklahoma
$173K +$1.07K +11 +0.6%
NL
1457
NVWM LLC
Pennsylvania
$171K +$171K +1,762 +35,240%
PP
1458
PrairieView Partners
Minnesota
$171K +$6.48K +67 +4%
CQS
1459
Credential Qtrade Securities
$170K -$328K -3,384 -66%
APCM
1460
Alaska Permanent Capital Management
Alaska
$166K
BLC
1461
Brown, Lisle/Cummings
Rhode Island
$166K
CHA
1462
Carmichael Hill & Associates
Maryland
$164K +$17.1K +176 +12%
DSC
1463
Duncker Streett & Co
Missouri
$161K -$42.7K -440 -21%
GI
1464
Gradient Investments
Minnesota
$157K +$2.91K +30 +2%
PAI
1465
Pittenger & Anderson Inc
Nebraska
$154K -$68K -701 -31%
LC
1466
Lindbrook Capital
California
$151K +$151K +1,557 New
NIC
1467
Northwest Investment Counselors
Oregon
$149K +$291 +3 +0.2%
FCA
1468
FinTrust Capital Advisors
South Carolina
$147K -$360K -3,709 -71%
JFA
1469
JNBA Financial Advisors
Minnesota
$143K -$22.3K -230 -13%
CWP
1470
Concord Wealth Partners
Virginia
$137K +$137K +1,414 New
AWM
1471
Accel Wealth Management
Iowa
$136K +$88.4K +912 +185%
CIA
1472
Choate Investment Advisors
Massachusetts
$136K +$132K +1,364 +3,686%
SC
1473
SouthState Corp
Florida
$135K +$50K +515 +59%
LOIP
1474
Live Oak Investment Partners
Texas
$133K
IBOK
1475
Independence Bank of Kentucky
Kentucky
$133K