Hartford Core Bond
HCRB • BATS
Hartford Core Bond is an exchange-traded fund on BATS. As of Q3 2025, 19 institutional investors hold shares in this ETF, with total holdings valued at $322.2M. Hartford Funds Management Co LLC is the largest holder with a position valued at $183.4M.
Overview
Overview of institutional ownership in HCRB as of Q3 2025
All Institutions
- Institutions
- 19
- Value Held
- $322.2M
- Shares Held
- 9.1M
- Avg Position
- $17.0M
- Median Position
- $1.8M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $7.1M
- Shares Held
- 201.3K
- Avg Position
- $7.1M
- Median Position
- $7.1M
Biggest Investors
Institutions with the largest positions in HCRB as of Q3 2025
| Institution | Position Value |
|---|---|
H Hartford Funds Management Co LLC ETF Provider | $183.4M 15.72% of portfolio |
 Apollon Wealth Management, LLC RIA/Wealth | $53.5M 0.96% of portfolio |
L LPL Financial LLC Institution | $38.9M 0.01% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $9.5M 0.01% of portfolio |
 Hanson McClain, Inc. RIA/Wealth | $8.2M 0.04% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $7.1M 0.01% of portfolio |
 JPMORGAN CHASE & CO Institution | $5.4M 0.00% of portfolio |
 Apollon Financial, LLC RIA/Wealth | $4.8M 0.81% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.2M 0.00% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $1.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HCRB in Q3 2025
- Traded
- +$3.9M
- Buyers
- 9
- Sellers
- 14
- Total Bought
- +$14.8M
- Total Sold
- −$10.9M
- Avg Position
- $13.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$6.1M +171.2K shares |
L LPL Financial LLC Institution | +$3.7M +104.9K shares |
Apollon Financial, LLC RIA/Wealth | +$2.4M +67.9K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$679.4K +19.1K shares |
Apollon Wealth Management, LLC RIA/Wealth | +$587.2K +16.5K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | +$566.9K +16.0K shares |
F FLOW TRADERS U.S. LLC Institution | +$257.1K +7.2K shares |
 MORGAN STANLEY RIA/Wealth | +$236.5K +6.7K shares |
 Private Advisor Group, LLC RIA/Wealth | +$226.5K +6.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
H Hartford Funds Management Co LLC ETF Provider | −$7.3M −207.0K shares |
J JANE STREET GROUP, LLC Institution | −$1.1M −32.2K shares |
 GOLDMAN SACHS GROUP INC Institution | −$818.8K −23.3K shares |
Hanson McClain, Inc. RIA/Wealth | −$400.3K −11.3K shares |
 McAdam, LLC RIA/Wealth | −$399.7K −11.4K shares |
JPMORGAN CHASE & CO Institution | −$284.7K −8.0K shares |
A Advisor Group Holdings, Inc. Institution | −$180.6K −5.1K shares |
 DAVENPORT & Co LLC RIA/Wealth | −$168.0K −4.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$49.0K −1.4K shares |
 CoreCap Advisors, LLC RIA/Wealth | −$27.2K −767.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HCRB in Q3 2025
- New Positions
- 1
- New Value
- $226.5K
- Exited Positions
- 5
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
Private Advisor Group, LLC RIA/Wealth | $226.5K 6.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $818.8K 23.3K shares |
McAdam, LLC RIA/Wealth | $399.7K 11.4K shares |
 WELLS FARGO & COMPANY/MN Institution | $13.1K 374.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.3K 66.0 shares |
A AMERIFLEX GROUP, INC. Institution | $231.0 7.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in HCRB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HCRB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
H Hartford Funds Management Co LLC ETF Provider | 15.72% $183.4M |
Apollon Wealth Management, LLC RIA/Wealth | 0.96% $53.5M |
Apollon Financial, LLC RIA/Wealth | 0.81% $4.8M |
F FLOW TRADERS U.S. LLC Institution | 0.07% $1.4M |
Hanson McClain, Inc. RIA/Wealth | 0.04% $8.2M |
B Berger Financial Group, Inc RIA/Wealth | 0.03% $449.2K |
Mariner Wealth Advisors, LLC RIA/Wealth | 0.01% $9.5M |
L LPL Financial LLC Institution | 0.01% $38.9M |
DAVENPORT & Co LLC RIA/Wealth | 0.01% $1.3M |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.01% $7.1M |
Hedge Fund Spotlight
Discover hedge funds investing in HCRB
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Hartford Core Bond
- Market Value
- $7.1M
- Shares Held
- 201.3K
- Portfolio Weight
- 0.01%
- Owned Since
- 2022-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
