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iShares Core US Aggregate Bond ETF

1,733 hedge funds and large institutions have $91.1B invested in iShares Core US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 820 increasing their positions, 613 reducing their positions, and 128 closing their positions.

Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.13%
Holding in Top 10
352
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.28%
% of All Funds
5.1%
New
131
Increased
820
Reduced
613
Closed
128
Calls
$26.1M
Puts
$3.21M
Net Calls
+$22.9M
Net Calls Change
+$61.4M
Name Market Value Shares Shares
Change
Shares
Change %
LPT
226
Legacy Private Trust
Wisconsin
$32.4M 331,027 -6,556 -2%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$32.3M 330,070 +69,725 +27%
CWP
228
Cyndeo Wealth Partners
Florida
$32.1M 327,774 +1,619 +0.5%
HFS
229
Hantz Financial Services
Michigan
$31.6M 323,037 -54,974 -15%
AWA
230
Archvest Wealth Advisors
California
$31.4M 323,610 +22,639 +8%
COI
231
Connable Office Inc
Michigan
$31.2M 318,519 +145,615 +84%
BB
232
Bell Bank
North Dakota
$31M 316,949 +23,574 +8%
BOH
233
Bank of Hawaii
Hawaii
$30.8M 314,957 +3,742 +1%
BFA
234
Bright Financial Advisors
Michigan
$30.3M 316,967 +316,967 New
GFA
235
Gallagher Fiduciary Advisors
Illinois
$30.1M 307,290 +1,507 +0.5%
EIG
236
Ellenbecker Investment Group
Wisconsin
$30.1M 307,242 +24,936 +9%
TCM
237
Towercrest Capital Management
Pennsylvania
$29.9M 305,677 +16,513 +6%
OIA
238
OneDigital Investment Advisors
Kansas
$29.9M 305,531 +120,353 +65%
FHB
239
First Hawaiian Bank
Hawaii
$29.8M 304,552 -10,187 -3%
LNC
240
Lincoln National Corp
Pennsylvania
$28.9M 295,485 +71,776 +32%
AWM
241
Abound Wealth Management
Tennessee
$28.9M 295,029 +17,720 +6%
LI
242
LVZ Inc
Michigan
$28.8M 294,553 +15,523 +6%
BFG
243
Bouchey Financial Group
New York
$28.8M 293,941 +85,903 +41%
PWM
244
Prentice Wealth Management
New York
$28.7M 293,000 +13,110 +5%
TA
245
Tectonic Advisors
Texas
$28.7M 292,828 +55,396 +23%
SFSG
246
Sound Financial Strategies Group
Mississippi
$28.5M 291,161 -2,909 -1%
SC
247
Scotia Capital
Ontario, Canada
$28.5M 290,688 +12,894 +5%
BSSFA
248
Baron Silver Stevens Financial Advisors
Florida
$28.4M 290,408 +12,340 +4%
TI
249
Tidal Investments
Wisconsin
$27.9M 284,843 +54,394 +24%
SPP
250
Single Point Partners
Massachusetts
$27.7M 283,080 +12,540 +5%