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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 %
FPFS
1626
First Personal Financial Services
North Carolina
$101K
HIIFS
1627
Harel Insurance Investments & Financial Services
Israel
$100K
MFC
1628
Mechanics Financial Corp
Ohio
$99.3K
WSC
1629
Wellington Shields & Co
New York
$97.1K +$97.1K +978 New
NRC
1630
New Republic Capital
North Carolina
$95.4K
LPP
1631
Life Planning Partners
Florida
$90.8K +$90.8K +916 New
TLA
1632
Tanglewood Legacy Advisors
Texas
$90.6K -$9.72K -98 -10%
MTIC
1633
Missouri Trust & Investment Company
Missouri
$89.6K +$2.68K +27 +3%
NA
1634
Nordwand Advisors
Pennsylvania
$88.6K
PAIM
1635
Punch & Associates Investment Management
Minnesota
$87.8K
GWANC
1636
Guardian Wealth Advisors (North Carolina)
North Carolina
$87.3K
WAS
1637
Winch Advisory Services
Wisconsin
$85.7K
GFL
1638
Granite FO LLC
New Hampshire
$85.6K +$993 +10 +1%
TAM
1639
Tucker Asset Management
Colorado
$84K +$38.9K +392 +86%
PPWM
1640
PFG Private Wealth Management
Florida
$83.8K
NFSG
1641
Newbridge Financial Services Group
Florida
$83.5K -$55K -554 -40%
WTA
1642
Washington Trust Advisors
Massachusetts
$71.2K +$48.8K +492 +219%
CICI
1643
Capital Investment Counsel Inc
North Carolina
$68.3K +$23.6K +238 +53%
GGI
1644
Godsey & Gibb Inc
Virginia
$67.8K +$10K +101 +17%
CB
1645
CNB Bank
Pennsylvania
$66K
BFO
1646
Biltmore Family Office
North Carolina
$65.8K -$314K -3,160 -83%
RG
1647
Retirement Group
California
$61.6K +$198 +2 +0.3%
PFBT
1648
Parkside Financial Bank & Trust
Missouri
$61.4K +$32.3K +325 +111%
VC
1649
Vestor Capital
Illinois
$61K +$11.4K +115 +23%
EDRH
1650
Edmond de Rothschild Holding
Switzerland
$59.6K