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iShares Core US Aggregate Bond ETF

1,609 hedge funds and large institutions have $74.9B invested in iShares Core US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 688 increasing their positions, 624 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,609
Holders Change
-11
Holders Change %
-0.68%
% of All Funds
25.75%
Holding in Top 10
306
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.16%
% of All Funds
4.9%
New
144
Increased
688
Reduced
624
Closed
118
Calls
$20.2M
Puts
$1.73M
Net Calls
+$18.5M
Net Calls Change
+$58.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OSNBOA
1551
Old Second National Bank of Aurora
Illinois
$23.4K
RWM
1552
Ruedi Wealth Management
Illinois
$23K +$9.07K +91 +65%
LWANC
1553
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.6K
IGWM
1554
ICA Group Wealth Management
Colorado
$22.6K -$69.3K -696 -75%
WTA
1555
Washington Trust Advisors
Massachusetts
$22.4K
SVCP
1556
Silicon Valley Capital Partners
California
$22.3K +$100 +1 +0.4%
EWM
1557
Endurance Wealth Management
Rhode Island
$22K -$2.54K -26 -10%
GM
1558
GeoWealth Management
Illinois
$22K +$22K +216 New
FCA
1559
Fortis Capital Advisors
Kansas
$21.8K +$797 +8 +4%
TCPG
1560
Trivant Custom Portfolio Group
California
$21.6K +$21.6K +217 New
SIC
1561
SJS Investment Consulting
Ohio
$21.4K
CA
1562
Crewe Advisors
Utah
$20.7K -$75.9K -762 -79%
AWM
1563
Aspire Wealth Management
Massachusetts
$20.4K +$20.4K +205 New
KTC
1564
Kistler-Tiffany Companies
Pennsylvania
$20.3K
IRC
1565
Investors Research Corp
Georgia
$20.1K
HPC
1566
HM Payson & Co
Maine
$19.9K +$19.9K +200 New
SC
1567
Steph & Co
Wisconsin
$19.8K
CCM
1568
Chilton Capital Management
Texas
$19.2K +$19.2K +193 New
IFAM
1569
Institutional & Family Asset Management
Colorado
$18K -$1.78M -17,904 -99%
SL
1570
Savior LLC
Massachusetts
$17.3K +$2.89K +29 +20%
LWA
1571
Lowe Wealth Advisors
Maryland
$17.1K
BC
1572
Barrett & Company
Rhode Island
$15.2K +$8.87K +89 +139%
VNA
1573
Valley National Advisers
Pennsylvania
$15K -$317K -3,229 -95%
TFP
1574
Tilia Fiduciary Partners
North Carolina
$14.4K -$5.3K -53 -27%
ME
1575
McIlrath & Eck
Washington
$14.3K