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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 %
FBB
176
Fulton Breakefield Broenniman
Maryland
$34.2M 352,119 -43,604 -11%
HCM
177
Howard Capital Management
Georgia
$34.1M 351,868 -25,100 -7%
FMC
178
First Merchants Corp
Indiana
$34.1M 351,860 -149,179 -30%
BHWM
179
Bar Harbor Wealth Management
New Hampshire
$33.9M 349,610 -313,601 -47%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$33.6M 345,982 -258 -0.1%
B
181
Barings
North Carolina
$33.3M 343,837 -4,474 -1%
FPCP
182
Fort Point Capital Partners
California
$32.2M 331,913 +112,968 +52%
TFS
183
TrustCore Financial Services
Tennessee
$32.1M 331,232 -35,620 -10%
OMC
184
Old Mission Capital
Illinois
$32M 329,848 +329,848 New
CWG
185
Cornerstone Wealth Group
North Carolina
$31.6M 326,068 +242,437 +290%
CFB
186
Cullen/Frost Bankers
Texas
$31.5M 324,392 +118,121 +57%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$30.9M 318,981 +234,653 +278%
BC
188
Bartlett & Co
Ohio
$30.9M 318,371 -332,677 -51%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$30.9M 318,371 -332,677 -51%
F
190
F3Logic
Minnesota
$30.7M 316,728 +186,511 +143%
GBS
191
Gallagher Benefit Services
Illinois
$30.7M 316,728 +316,728 New
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$30.4M 313,675 +1,700 +0.5%
TWA
193
Tandem Wealth Advisors
Arizona
$30.2M 311,649 +311,649 New
PAS
194
Park Avenue Securities
New York
$29.9M 307,986 +69,436 +29%
GRP
195
Global Retirement Partners
California
$29.8M 307,462 +238,082 +343%
LPT
196
Legacy Private Trust
Wisconsin
$29.7M 305,841 -20,083 -6%
MA
197
Mutual Advisors
Nebraska
$29.6M 305,284 +42,694 +16%
FHB
198
First Hawaiian Bank
Hawaii
$29.4M 302,754 +5,555 +2%
GLLW
199
Graves Light Lenhart Wealth
Virginia
$29.2M 301,301 +18,758 +7%
SWM
200
Spire Wealth Management
Virginia
$29.1M 299,830 -2,204 -0.7%