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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 %
KFG
426
Kelly Financial Group
Connecticut
$13.6M +$13.6M +140,470 New
TCCP
427
Tide Cove Capital Partners
California
$13.5M +$13.5M +141,387 New
FA
428
Fagan Associates
New York
$13.2M +$3.03M +31,273 +30%
JFGIW
429
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2M +$7.3M +74,947 +123%
FA
430
FC Advisory
Pennsylvania
$13.2M +$392K +4,041 +3%
FCT
431
Family Capital Trust
Massachusetts
$13.2M +$1.05M +10,815 +9%
GWSG
432
GPS Wealth Strategies Group
Colorado
$13.1M -$2.88M -29,763 -18%
HFS
433
HBC Financial Services
Washington
$13M +$945K +9,751 +8%
HNWAG
434
High Net Worth Advisory Group
Florida
$13M -$151K -1,558 -1%
NCM
435
New Capital Management
Texas
$12.8M +$66.2K +683 +0.5%
MFG
436
MidWestOne Financial Group
Iowa
$12.7M -$1.37M -14,151 -10%
EIP
437
Easterly Investment Partners
Massachusetts
$12.7M – – –
CWM
438
Calamos Wealth Management
Illinois
$12.7M +$6.98K +72 +0.1%
CAM
439
Creekmur Asset Management
Illinois
$12.7M +$1.47M +15,137 +13%
GC
440
Grimes & Company
Massachusetts
$12.7M +$3.55M +36,651 +39%
WPW
441
Watershed Private Wealth
Illinois
$12.6M -$3.69M -38,126 -23%
FPW
442
Fairvoy Private Wealth
Alabama
$12.5M +$12.5M +128,779 New
NC
443
NewSquare Capital
Pennsylvania
$12.4M +$171K +1,760 +1%
William Blair & Company
444
William Blair & Company
Illinois
$12.3M -$221K -2,282 -2%
B
445
Barings
North Carolina
$12.3M -$13.2M -135,985 -52%
ACM
446
Andina Capital Management
Utah
$12.3M +$5.32M +54,919 +76%
AL
447
Aspiriant LLC
California
$12.2M +$1.47M +15,186 +14%
GCA
448
Greenwood Capital Associates
South Carolina
$12.1M -$134K -1,387 -1%
AWA
449
Aquire Wealth Advisors
Utah
$12.1M +$1.02M +10,534 +9%
CB
450
Commerce Bank
Missouri
$11.9M -$632K -6,526 -5%
16 17
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