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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.

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 Market Value Shares Shares
Change
Shares
Change %
TCM
151
TD Capital Management
Tennessee
$39.7M 409,703 +2,794 +0.7%
SGI
152
Summit Global Investments
Utah
$39.5M 407,038 +210,587 +107%
SPIA
153
Steward Partners Investment Advisory
New York
$38.7M 399,255 +130,609 +49%
KAS
154
Kestra Advisory Services
Texas
$38.3M 395,307 +44,523 +13%
TSA
155
Tri-Star Advisors
Texas
$38.3M 383,693 +88,693 +30%
HFS
156
Hantz Financial Services
Michigan
$38.2M 393,630 -5,610 -1%
PP
157
PDS Planning
Ohio
$38M 391,384 +13,618 +4%
Bessemer Group
158
Bessemer Group
New Jersey
$37.9M 390,317 -16,983 -4%
RBA
159
Richard Bernstein Advisors
New York
$37.6M 387,739 +334,304 +626%
WFAG
160
Wescott Financial Advisory Group
Pennsylvania
$37.5M 386,818 +363,133 +1,533%
SCP
161
Stamos Capital Partners
California
$37.2M 383,850 +383,850 New
BC
162
Bricktown Capital
Michigan
$36.8M 379,750 +379,750 New
TNBTD
163
Trustmark National Bank Trust Department
Mississippi
$36.7M 378,876 +163,667 +76%
BWM
164
Baystate Wealth Management
Massachusetts
$36.7M 378,383 -131,725 -26%
MIM
165
MetLife Investment Management
New Jersey
$36M 370,700 -24,800 -6%
PWA
166
Phoenix Wealth Advisors
North Carolina
$35.9M 370,581 +370,581 New
WB
167
WesBanco Bank
West Virginia
$35.8M 368,835 +83,114 +29%
Lazard Asset Management
168
Lazard Asset Management
New York
Boston Partners
169
Boston Partners
Massachusetts
EA
170
Efficient Advisors
Ohio
$34.8M 358,963 -312,698 -47%
HC
171
Hamilton Capital
Ohio
$34.7M 358,170 +354,326 +9,218%
RJT
172
Raymond James Trust
Florida
$34.7M 358,021 -16,401 -4%
CWM
173
Calamos Wealth Management
Illinois
$34.5M 355,891 +21,314 +6%
ANB
174
Amarillo National Bank
Texas
$34.5M 355,623 -72,301 -17%
TPWA
175
TRUE Private Wealth Advisors
Oregon
$34.3M 354,079 +7,135 +2%