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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 %
CCM
1551
Colorado Capital Management
Colorado
$213K -$14.8K -150 -7%
WAG
1552
Winthrop Advisory Group
Massachusetts
$212K +$212K +2,138 New
CP
1553
Canopy Partners
Ohio
$212K +$212K +2,135 New
TWM
1554
Tanglewood Wealth Management
Texas
$210K +$210K +2,114 New
FFA
1555
Founders Financial Alliance
North Carolina
$210K -$23.3K -235 -10%
HZ
1556
Hixon Zuercher
Ohio
$209K +$209K +2,110 New
FCM
1557
Family Capital Management
Michigan
$209K -$6.05K -61 -3%
WCM
1558
Whitener Capital Management
North Carolina
$208K -$9.92K -100 -5%
ODG
1559
O'Dell Group
Ohio
$207K +$207K +2,089 New
DWP
1560
Destiny Wealth Partners
Florida
$207K +$207K +2,103 New
RA
1561
Rise Advisors
New York
$207K -$40.6K -409 -16%
DFA
1562
Delta Financial Advisors
Louisiana
$204K -$19.5K -197 -9%
CVA
1563
Central Valley Advisors
California
$203K +$203K +2,046 New
PMG
1564
ProVise Management Group
Florida
$203K -$80.8K -814 -29%
LBWM
1565
Left Brain Wealth Management
Illinois
$202K -$9.93K -100 -5%
OFG
1566
Oxford Financial Group
Indiana
$202K
LA
1567
LM Advisors
California
$201K +$201K +2,023 New
BOPW
1568
Brandywine Oak Private Wealth
Pennsylvania
$200K +$200K +2,019 New
MC
1569
Moors & Cabot
Massachusetts
$200K +$200K +2,016 New
MCM
1570
MidAtlantic Capital Management
Virginia
$199K +$199K +2,006 New
Barclays
1571
Barclays
United Kingdom
$199K -$881K -8,859 -82%
WSCM
1572
Wellington Shields Capital Management
New York
$199K +$199K +2,000 New
HBW
1573
Hazlett, Burt & Watson
West Virginia
$196K +$691 +7 +0.4%
TFA
1574
Toth Financial Advisory
Virginia
$195K
PP
1575
PrairieView Partners
Minnesota
$191K +$6.94K +70 +4%