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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
25.47%
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
Johns Hopkins University
Maryland
$1.37B
2
Ameriprise
Ameriprise
Minnesota
$1.85B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$12.5B
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B
5
Morgan Stanley
Morgan Stanley
New York
$3.16B

Top Sellers

1
BlackRock
BlackRock
New York
$4.16B
2
Goldman Sachs
Goldman Sachs
New York
$1.8B
3
USAA
United Services Automobile Association
Texas
$286M
4
SOMRS
State of Michigan Retirement System
Michigan
$0
5
US Bancorp
US Bancorp
Minnesota
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
276
Phillips Financial Management
Indiana
$27.7M -$8.35M -86,160 -23%
GBI
277
GP Brinson Investments
Illinois
$27.2M – – –
ST
278
Smithfield Trust
Pennsylvania
$27.2M +$182K +1,882 +0.7%
TCM
279
TD Capital Management
Tennessee
$27M -$1.33M -13,770 -5%
Natixis Advisors
280
Natixis Advisors
Massachusetts
$26.9M +$18.9M +194,999 +235%
FBT
281
First Bank & Trust
South Dakota
$26.9M +$1.09M +11,269 +4%
TW
282
Transform Wealth
Colorado
$26.8M +$2.33M +24,052 +10%
FCIM
283
Fairview Capital Investment Management
California
$26.8M +$2.66M +27,451 +11%
RBA
284
Richard Bernstein Advisors
New York
$26.8M +$26M +268,349 +3,365%
FHC
285
Fort Henry Capital
West Virginia
$26.5M -$112K -1,158 -0.4%
EBT
286
Enterprise Bank & Trust
Massachusetts
$26.5M +$709K +7,312 +3%
COI
287
Connable Office Inc
Michigan
$26.5M -$2.79M -28,742 -10%
FFS
288
Founders Financial Securities
Maryland
$26.4M -$2.9M -29,965 -10%
WANY
289
Wealthspire Advisors (New York)
New York
$26.3M -$636K -6,564 -2%
UW
290
Unique Wealth
Florida
$26.3M +$4.83M +49,814 +22%
GA
291
Greenspring Advisors
Maryland
$26.2M +$3.33M +34,410 +15%
MCM
292
MV Capital Management
Maryland
$25.9M +$397K +4,096 +2%
HI
293
Horizon Investments
North Carolina
$25.9M -$2.66M -27,555 -9%
PA
294
Parkside Advisors
California
$25.7M +$587K +6,056 +2%
HCM
295
Hudson Capital Management
New Jersey
$25.5M +$127K +1,308 +0.5%
CCM
296
Chaney Capital Management
Washington
$25.4M +$25.4M +262,503 New
NL
297
NEPC LLC
Massachusetts
$25.4M -$12.9M -132,942 -34%
AF
298
Advisornet Financial
Minnesota
$25.4M +$5.56M +57,365 +28%
GGS
299
Galvin Gaustad & Stein
Arizona
$25.2M +$743K +7,671 +3%
WA
300
Waverly Advisors
Alabama
$25.1M +$12.2M +126,007 +94%
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