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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
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 %
AWA
301
Archvest Wealth Advisors
California
$24.2M -$14M -144,244 -37%
BWM
302
Boyd Wealth Management
California
$24M +$9.5M +98,067 +66%
CFGS
303
Concourse Financial Group Securities
Alabama
$24M +$1.18M +12,127 +5%
PWM
304
Perigon Wealth Management
California
$24M -$4.21M -43,464 -15%
EFM
305
Eley Financial Management
Vermont
$24M +$832K +8,588 +4%
Lazard Asset Management
306
Lazard Asset Management
New York
$23.8M -$25.1M – –
CCT
307
Chemung Canal Trust
New York
$23.7M +$7.81M +80,617 +49%
FD
308
Financial Designs
California
$23.5M +$34.4K +355 +0.1%
GSWM
309
Golden State Wealth Management
California
$23.4M +$23.4M +241,271 New
HWA
310
Heartwood Wealth Advisors
Virginia
$23.2M +$39.7K +410 +0.2%
LWA
311
Lineweaver Wealth Advisors
Ohio
$22.9M -$11.8M -121,537 -34%
SWP
312
Summit Wealth Partners
Florida
$22.9M +$259K +2,672 +1%
VWA
313
Visionary Wealth Advisors
Illinois
$22.8M +$346K +3,572 +2%
MTC
314
Matrix Trust Company
Colorado
$22.8M -$431K -4,445 -2%
ASN
315
Advisory Services Network
Georgia
$22.7M +$666K +6,878 +3%
BFG
316
Berger Financial Group
Minnesota
$22.7M -$645K -6,652 -3%
MW
317
Marcum Wealth
Ohio
$22.2M +$6.15M +63,436 +38%
Brown Advisory
318
Brown Advisory
Maryland
$22M +$2.95M +30,439 +15%
OWA
319
Octavia Wealth Advisors
Ohio
$21.9M +$1.3M +13,407 +6%
BCG
320
BayBridge Capital Group
California
$21.9M -$456K -4,702 -2%
SFG
321
Snider Financial Group
Washington
$21.9M +$1.6M +16,495 +8%
SFA
322
Souders Financial Advisors
Ohio
$21.9M +$321K +3,317 +1%
TWA
323
TCI Wealth Advisors
Arizona
$21.8M +$781K +8,062 +4%
BIAS
324
Beacon Investment Advisory Services
New Jersey
$21.7M +$848K +8,750 +4%
IGAM
325
iA Global Asset Management
Quebec, Canada
$21.7M – – –
11 12
13
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