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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 %
VHAM
426
Van Hulzen Asset Management
California
$11.1M +$888K +9,068 +9%
CWM
427
Congress Wealth Management
Massachusetts
$11.1M +$263K +2,688 +2%
WWP
428
Walden Wealth Partners
Ohio
$11.1M +$1.14M +11,780 +12%
FA
429
FDx Advisors
Illinois
$11M -$1.33M -13,570 -11%
GC
430
Grimes & Company
Massachusetts
$11M +$406K +4,145 +4%
OFG
431
Omega Financial Group
California
$11M +$782K +7,986 +8%
SCP
432
Silverleafe Capital Partners
Tennessee
$11M -$38.4K -392 -0.3%
CIBC World Market
433
CIBC World Market
Ontario, Canada
$10.9M +$6.23M +63,621 +135%
HCC
434
Hirtle Callaghan & Co
Pennsylvania
$10.8M -$9.52M -95,949 Closed
RFG
435
RFP Financial Group
Georgia
$10.7M +$282K +2,883 +3%
GEM
436
Global Endowment Management
North Carolina
$10.6M +$10.6M +108,700 New
OAM
437
Oppenheimer Asset Management
New York
$10.6M -$885K -9,037 -8%
PFM
438
Peak Financial Management
Massachusetts
$10.6M -$18.3K -187 -0.2%
LWP
439
LMG Wealth Partners
Louisiana
$10.6M +$1.24M +12,655 +13%
MPW
440
MGO Private Wealth
California
$10.6M -$125K -1,273 -1%
BMCM
441
Bryn Mawr Capital Management
Pennsylvania
$10.6M -$2.39M -24,446 -18%
FTS
442
Fifth Third Securities
Ohio
$10.6M -$2.83M -28,854 -21%
CTA
443
Chesley Taft & Associates
Illinois
$10.4M -$50.4K -515 -0.5%
IAN
444
Integrated Advisors Network
Texas
$10.3M -$1.49M -15,196 -13%
CWP
445
Corepath Wealth Partners
Arizona
$10.2M -$8.12M -85,132 -44%
LIA
446
LifePlan Investment Advisors
North Carolina
$10.2M +$425K +4,339 +4%
Daiwa Securities Group
447
Daiwa Securities Group
Japan
$10.2M -$368K -3,760 -3%
EFS
448
Econ Financial Services
Pennsylvania
$10.2M +$2.89M +29,463 +40%
PA
449
PFG Advisors
Arizona
$10.2M +$642K +6,557 +7%
BWA
450
BlueSky Wealth Advisors
North Carolina
$10.1M -$22K -225 -0.2%