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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.12%
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

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$1.73B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$9.35B
3
Goldman Sachs
Goldman Sachs
New York
$2.47B
4
Wells Fargo
Wells Fargo
California
$5.7B
5
RJA
Raymond James & Associates
Florida
$6.47B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.66B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$755M
3
PEGL
P/E Global LLC
Massachusetts
$50.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
5
USAA
United Services Automobile Association
Texas
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
301
New York State Common Retirement Fund
New York
$20.5M -$14.1M -143,541 -41%
EPM
302
Elm Partners Management
Pennsylvania
$20.5M -$1.52M -15,545 -7%
MTC
303
Matrix Trust Company
Colorado
$20.4M -$390K -3,977 -2%
HI
304
Hudock Inc
Pennsylvania
$20.3M -$3.74M -38,223 -16%
VA
305
Valmark Advisers
Ohio
$20.3M +$850K +8,682 +4%
BC
306
Bowman & Company
Wisconsin
$20.2M +$748K +7,634 +4%
AI
307
Accredited Investors
Minnesota
$20.2M -$13.2M -134,735 -40%
CC
308
Cultivar Capital
Texas
$19.9M +$282K +2,882 +1%
BCG
309
BayBridge Capital Group
California
$19.7M +$1.09M +11,416 +6%
Financial Engines Advisors
310
Financial Engines Advisors
California
$19.7M -$3.9M -39,821 -17%
SC
311
Syon Capital
California
$19.6M -$9.91M -101,165 -34%
FCIM
312
Fairview Capital Investment Management
California
$19.5M +$6.12M +62,515 +46%
BWM
313
Boyd Wealth Management
California
$19.3M +$5.51M +56,233 +40%
SWA
314
Stratos Wealth Advisors
Ohio
$19.1M -$1.04M -10,589 -5%
OBWG
315
Onyx Bridge Wealth Group
New York
$19M -$2.06M -21,637 -10%
EGWAG
316
Elwood & Goetz Wealth Advisory Group
Georgia
$18.9M -$20M -203,993 -51%
SWP
317
Stratos Wealth Partners
Ohio
$18.8M -$912K -9,308 -5%
CAM
318
Cresset Asset Management
Illinois
$18.8M +$7.6M +77,594 +68%
SCI
319
Silver Coast Investments
United States
$18.8M +$1.16M +11,838 +7%
Jane Street
320
Jane Street
New York
$18.6M +$18.2M +186,215 +5,320%
CIA
321
Concurrent Investment Advisors
Florida
$18.5M +$4.18M +42,694 +29%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$18.5M -$1.69M -17,302 -8%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$18.5M -$173K -1,763 -0.9%
GCM
324
Genus Capital Management
British Columbia, Canada
$18.3M +$18.3M +186,700 New
MSFS
325
Main Street Financial Solutions
Pennsylvania
$18.3M +$1.72M +17,594 +10%
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