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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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
CH
401
Canton Hathaway
Rhode Island
$12.9M
WPW
402
Watershed Private Wealth
Illinois
$12.8M +$8.61M +87,904 +204%
CAMG
403
CWA Asset Management Group
Florida
$12.8M +$2.6M +26,569 +25%
CB
404
Commerce Bank
Missouri
$12.8M -$14.8M -150,667 -54%
Barclays
405
Barclays
United Kingdom
$12.7M +$12.5M +127,580 +6,376%
WSTAM
406
Wilbanks Smith & Thomas Asset Management
Virginia
$12.6M +$404K +4,123 +3%
AFP
407
Alpha Financial Partners
Kentucky
$12.5M +$651K +6,649 +5%
SA
408
Sunesis Advisors
Kansas
$12.5M +$1.07M +10,963 +9%
CIA
409
Choate Investment Advisors
Massachusetts
$12.5M -$25.9M -264,022 -67%
TCBWMS
410
Texas Capital Bank Wealth Management Services
Texas
$12.4M +$2.63M +26,806 +27%
NC
411
NewSquare Capital
Pennsylvania
$12.3M -$6.17K -63 -0.1%
FA
412
FC Advisory
Pennsylvania
$12M +$247K +2,525 +2%
CCA
413
Conservest Capital Advisors
Pennsylvania
$12M +$465K +4,746 +4%
BF
414
Blankinship & Foster
California
$12M -$173K -1,770 -1%
William Blair & Company
415
William Blair & Company
Illinois
$11.9M -$93.5K -955 -0.8%
Deutsche Bank
416
Deutsche Bank
Germany
$11.8M +$11.1M +113,187 +1,555%
HNWAG
417
High Net Worth Advisory Group
Florida
$11.7M +$321K +3,276 +3%
WC
418
Waterloo Capital
Texas
$11.7M +$2.52M +25,718 +27%
HFS
419
HBC Financial Services
Washington
$11.7M +$71.7K +753 +0.6%
Brown Advisory
420
Brown Advisory
Maryland
$11.6M -$531K -5,423 -4%
CG
421
Cynosure Group
Utah
$11.6M +$4.74M +33,389 +69%
OHWP
422
Oak Harbor Wealth Partners
North Carolina
$11.4M +$512K +5,232 +5%
NAM
423
NorthCrest Asset Manangement
Minnesota
$11.4M +$2.12M +21,669 +23%
ECG
424
Edge Capital Group
Georgia
$11.4M
CBC
425
Coombe, Bender & Co
New York
$11.3M +$1.05M +10,715 +10%