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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,913 hedge funds and large institutions have $108B invested in iShares Core US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 881 increasing their positions, 573 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% of All Funds
25.48%
Holding in Top 10
358
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.13%
% of All Funds
4.77%
New
288
Increased
881
Reduced
573
Closed
117
Calls
$11.8M
Puts
$19.2M
Net Calls
-$7.48M
Net Calls Change
+$36.6M

Top Buyers

1
JHU
1
Johns Hopkins University
Maryland
$1.37B
2
Ameriprise
2
Ameriprise
Minnesota
$1.85B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$12.5B
4
APSPRSPT
4
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B
5
Morgan Stanley
5
Morgan Stanley
New York
$3.16B

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.16B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.8B
3
USAA
3
United Services Automobile Association
Texas
$286M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$0
5
US Bancorp
5
US Bancorp
Minnesota
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
FWC
251
First Washington Corp
Washington
$31.4M +$21.5M +221,469 +215%
GA
252
Geller Advisors
New York
$31.1M +$300K +3,093 +1%
AWS
253
Atria Wealth Solutions
New York
$31.1M -$18.9M -195,281 -38%
BFA
254
Bright Financial Advisors
Michigan
$31.1M -$1.36M -14,068 -4%
TA
255
Tectonic Advisors
Texas
$31M -$766K -7,906 -2%
GVAG
256
Great Valley Advisor Group
Delaware
$30.3M +$537K +5,540 +2%
BBNA
257
Bremer Bank National Association
Minnesota
$30.2M +$309K +3,188 +1%
LI
258
LVZ Inc
Michigan
$30.2M +$1.59M +16,416 +6%
MMA
259
Miracle Mile Advisors
California
$29.9M +$2.79M +28,790 +10%
LPT
260
Legacy Private Trust
Wisconsin
$29.8M -$705K -7,278 -2%
NMIMC
261
Northwestern Mutual Investment Management Company
Wisconsin
$29.8M -$1.74M -17,948 -6%
FFA
262
First Foundation Advisors
California
$29.7M +$2.86M +29,480 +11%
DIP
263
DT Investment Partners
Pennsylvania
$29.6M +$162K +1,669 +0.6%
GFWA
264
Grey Fox Wealth Advisors
Delaware
$29.5M +$2.64M +27,213 +10%
MCM
265
MAI Capital Management
Ohio
$29.5M +$29.5M +304,507 New
UBV
266
United Bank (Virginia)
Virginia
$29.4M +$3.58M +36,896 +14%
CIP
267
Capital Insight Partners
Arizona
$29.4M +$751K +7,755 +3%
SWM
268
Shakespeare Wealth Management
Wisconsin
$29.2M +$657K +6,780 +2%
FHB
269
First Hawaiian Bank
Hawaii
$28.8M -$187K -1,925 -0.6%
DWM
270
Dakota Wealth Management
Florida
$28.2M -$1.58M -16,336 -5%
Bank of Nova Scotia
271
Bank of Nova Scotia
Ontario, Canada
$28.1M -$1.12M -11,573 -4%
HW
272
Hancock Whitney
Mississippi
$27.9M +$3.57M +36,794 +15%
PA
273
Parallel Advisors
California
$27.8M -$219K -2,260 -0.8%
AIA
274
Arbor Investment Advisors
North Carolina
$27.8M +$1.94M +20,046 +8%
RFC
275
Regions Financial Corp
Alabama
$27.8M +$1.01M +10,470 +4%
9 10
11
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