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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 %
RWPA
451
Richard W. Paul & Associates
Michigan
$10M +$5.11M +52,129 +104%
AWM
452
AE Wealth Management
Kansas
$10M -$59.9M -611,848 -86%
HI
453
Harbour Investments
Wisconsin
$9.98M +$661K +6,753 +7%
SF
454
Synovus Financial
Georgia
$9.96M +$349K +3,561 +4%
SFP
455
Strategic Financial Partners
Oregon
$9.91M +$735K +7,501 +8%
HNB
456
Huntington National Bank
Ohio
$9.89M -$9.87M
AWA
457
Aquire Wealth Advisors
Utah
$9.85M +$296K +3,022 +3%
CFG
458
Citizens Financial Group
Rhode Island
$9.77M -$1.45M -14,791 -13%
SL
459
Sentinus LLC
Illinois
$9.73M +$9.73M +99,349 New
EWS
460
Evergreen Wealth Solutions
Pennsylvania
$9.7M +$4.87M +49,768 +101%
I2I
461
Insight 2811 Inc
Illinois
$9.69M +$1.42M +14,522 +17%
AFS
462
Amtrust Financial Services
New York
$9.65M
CPIG
463
Chicago Partners Investment Group
Illinois
$9.65M +$418K +4,375 +5%
NL
464
NWAM LLC
Washington
$9.61M -$251K -2,595 -3%
CFA
465
Capstone Financial Advisors
Illinois
$9.6M -$540K -5,509 -5%
IIC
466
Ironwood Investment Counsel
Arizona
$9.49M +$60.6K +619 +0.6%
SHIM
467
Stone House Investment Management
Pennsylvania
$9.49M +$2.41M +24,619 +34%
WP
468
WMS Partners
Maryland
$9.48M +$88.2K +901 +0.9%
Citadel Advisors
469
Citadel Advisors
Florida
$9.47M +$9.47M +96,718 New
FSA
470
Financial Sense Advisors
California
$9.45M +$1.86M +18,990 +24%
GHA
471
Granite Harbor Advisors
Texas
$9.37M +$226K +2,304 +2%
DP
472
Denver PWM
Colorado
$9.32M -$46.6K -480 -0.5%
LL
473
LWMG LLC
Minnesota
$9.3M +$109K +1,108 +1%
SCTC
474
Sanibel Captiva Trust Company
Florida
$9.19M +$804K +8,210 +10%
LP
475
LGL Partners
Pennsylvania
$9.17M -$53.8M -548,979 -85%