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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$784M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$675M
3
Goldman Sachs
Goldman Sachs
New York
+$584M
4
Wells Fargo
Wells Fargo
California
+$391M
5
RJA
Raymond James & Associates
Florida
+$293M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$754M
3
PEGL
P/E Global LLC
Massachusetts
-$610M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$349M
5
USAA
United Services Automobile Association
Texas
-$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
476
Financial Services Advisory
Maryland
$9.16M -$6.27K -64 -0.1%
AL
477
Aspiriant LLC
California
$9.14M +$2.15M +21,984 +31%
AIA
478
Ally Invest Advisors
North Carolina
$9.11M +$1.3M +13,298 +17%
EK
479
Evensky & Katz
Florida
$9.1M +$184K +1,877 +2%
CAG
480
Csenge Advisory Group
Florida
$9.08M +$686K +7,009 +8%
RA
481
RFG Advisory
Alabama
$9.07M +$667K +6,806 +8%
GAG
482
GM Advisory Group
New York
$9.02M -$359K -3,662 -4%
BBNA
483
Bremer Bank National Association
Minnesota
$9.01M +$7.92M +80,865 +729%
FA
484
Flagstar Advisors
New York
$8.99M +$2.32M +23,734 +35%
SI
485
Stephens Inc
Arkansas
$8.88M -$186K -1,901 -2%
MSWM
486
McGlone Suttner Wealth Management
Wisconsin
$8.86M +$497K +5,079 +6%
SCA
487
Sandy Cove Advisors
Massachusetts
$8.86M +$741K +7,566 +9%
JJBC
488
James J. Burns & Company
New York
$8.84M -$2.99M -30,904 -25%
RIM
489
Redwood Investment Management
Arizona
$8.79M -$2.18M -22,214 -20%
NCFG
490
New Century Financial Group
New Jersey
$8.74M -$252K -2,575 -3%
AWM
491
Avondale Wealth Management
Texas
$8.68M +$561K +5,730 +7%
EB
492
Exchange Bank
California
$8.61M -$1.49M -15,247 -15%
D
493
Dentgroup
Louisiana
$8.61M +$1.35M +13,789 +19%
PWPCM
494
Perella Weinberg Partners Capital Management
New York
$8.56M -$350K -3,574 -4%
AFP
495
Ausdal Financial Partners
Iowa
$8.53M +$368K +3,755 +5%
SC
496
Slow Capital
California
$8.47M +$803K +8,196 +10%
FA
497
Fiducient Advisors
Illinois
$8.47M +$3.54M +36,129 +72%
RC
498
Roundview Capital
New Jersey
$8.46M +$2.54M +25,921 +43%
PWP
499
PrairieView Wealth Partners
Illinois
$8.44M +$425K +4,342 +5%
AWA
500
Arete Wealth Advisors
Illinois
$8.44M -$2.87M -29,265 -25%
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