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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,914 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, 882 increasing their positions, 573 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,914
Holders Change
+132
Holders Change %
+7.41%
% of All Funds
25.48%
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
882
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
+$797M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$723M
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
+$506M
5
Morgan Stanley
Morgan Stanley
New York
+$431M

Top Sellers

1
BlackRock
BlackRock
New York
-$788M
2
Goldman Sachs
Goldman Sachs
New York
-$752M
3
USAA
United Services Automobile Association
Texas
-$598M
4
SOMRS
State of Michigan Retirement System
Michigan
-$419M
5
US Bancorp
US Bancorp
Minnesota
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
476
OneDigital Investment Advisors
Kansas
$10.9M +$1.61M +16,636 +17%
GWM
477
Geneos Wealth Management
Colorado
$10.9M +$4.89M +50,457 +82%
Empower Advisory Group
478
Empower Advisory Group
Colorado
$10.9M -$1.93M -19,911 -15%
EK
479
Evensky & Katz
Florida
$10.8M +$745K +7,686 +7%
NL
480
NWAM LLC
Washington
$10.8M +$425K +4,382 +4%
BF
481
Blankinship & Foster
California
$10.8M -$749K -7,730 -6%
MA
482
Mutual Advisors
Nebraska
$10.8M -$16.3M -167,878 -60%
PI
483
Parkside Investments
Illinois
$10.8M +$1.36M +14,048 +14%
GHA
484
Granite Harbor Advisors
Texas
$10.7M +$337K +3,478 +3%
Kovitz Investment Group Partners
485
Kovitz Investment Group Partners
Illinois
$10.7M -$141K -1,456 -1%
CCM
486
Coldstream Capital Management
Washington
$10.7M -$687K -7,093 -6%
CH
487
Canton Hathaway
Rhode Island
$10.6M -$2.13M -22,000 -17%
PFM
488
Peak Financial Management
Massachusetts
$10.6M +$276K +2,849 +3%
SHJ
489
Sharkey, Howes & Javer
Colorado
$10.6M +$10.4M +106,957 +4,871%
LIA
490
LifePlan Investment Advisors
North Carolina
$10.5M -$788K -8,132 -7%
KFO
491
Kopp Family Office
Minnesota
$10.5M +$1.07M +11,000 +11%
ODIJL
492
One Day In July LLC
Vermont
$10.5M +$225K +2,317 +2%
BBVA
493
Banco Bilbao Vizcaya Argentaria
Spain
$10.4M +$8.25M +84,594 +383%
TGAM
494
TBH Global Asset Management
Tennessee
$10.4M -$1.26M -13,024 -11%
MPW
495
MGO Private Wealth
California
$10.4M -$66.3K -684 -0.6%
CWM
496
Congress Wealth Management
Massachusetts
$10.4M +$102K +1,052 +1%
AWMG
497
Alliance Wealth Management Group
New Jersey
$10.4M +$1.52M +15,663 +17%
SSW
498
Smith Shellnut Wilson
Mississippi
$10.3M +$540K +5,572 +6%
MFS
499
Miller Financial Services
Michigan
$10.3M +$10.3M +106,222 New
FA
500
Flagstar Advisors
New York
$10.3M +$1.32M +13,604 +15%
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