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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 %
BF
251
BOK Financial
Oklahoma
$27.7M 285,234 -325,278 -53%
GBI
252
GP Brinson Investments
Illinois
$27.5M 280,650
FPCP
253
Fort Point Capital Partners
California
$27.3M 278,728 +14,698 +6%
BWCS
254
Beirne Wealth Consulting Services
Connecticut
$26.9M 274,837 +87,666 +47%
FSC
255
Full Sail Capital
Oklahoma
$26.9M 274,180 +21,809 +9%
KAS
256
Kestra Advisory Services
Texas
$26.8M 273,647 +380 +0.1%
PP
257
Passaic Partners
New Jersey
$26.5M 270,966 +25,035 +10%
SFG
258
Snider Financial Group
Washington
$26.1M 266,698 +69,502 +35%
RhumbLine Advisers
259
RhumbLine Advisers
Massachusetts
$25.9M 264,344 -253,601 -49%
DIP
260
DT Investment Partners
Pennsylvania
$25.8M 263,717 +28,946 +12%
ASW
261
Astoria Strategic Wealth
Texas
$25.8M 263,059 +719 +0.3%
SWM
262
Shakespeare Wealth Management
Wisconsin
$25.6M 261,343 +14,676 +6%
PWM
263
Perigon Wealth Management
California
$25.3M 257,954 +40,978 +19%
GA
264
Geller Advisors
New York
$25.2M 257,575 +16,849 +7%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$25.1M 256,467 -28,958 -10%
CAG
266
Crestwood Advisors Group
Massachusetts
$25M 254,885 -34,095 -12%
DC
267
Deere & Company
Illinois
$24.7M 252,278 -92,681 -27%
RFC
268
Regions Financial Corp
Alabama
$24.7M 251,970 -10,995 -4%
EBT
269
Enterprise Bank & Trust
Massachusetts
$24.7M 251,845 +7,344 +3%
MCM
270
MV Capital Management
Maryland
$24.5M 250,367 -75,707 -23%
FBT
271
First Bank & Trust
South Dakota
$24.1M 245,836 +17,680 +8%
GGS
272
Galvin Gaustad & Stein
Arizona
$24M 244,549 +10,472 +4%
SFA
273
Souders Financial Advisors
Ohio
$23.9M 244,257 +19,829 +9%
Lazard Asset Management
274
Lazard Asset Management
New York
CFGS
275
Concourse Financial Group Securities
Alabama
$23.7M 241,709 +595 +0.2%