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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
THL
526
Tillman Hartley LLC
Colorado
$9.29M -$153K -1,578 -2%
CFA
527
Capstone Financial Advisors
Illinois
$9.23M +$109K +1,127 +1%
SC
528
Slow Capital
California
$9.22M +$31.7K +327 +0.3%
SHIM
529
Stone House Investment Management
Pennsylvania
$9.2M -$1.05M -10,853 -10%
Invesco
530
Invesco
Georgia
$9.18M +$9.18M +94,749 New
LP
531
LGL Partners
Pennsylvania
$9.12M +$63.6K +656 +0.7%
FIB
532
First Interstate Bank
Montana
$9.12M +$6.41M +66,197 +237%
OFS
533
Oldfather Financial Services
Nebraska
$9.1M +$1.97M +20,291 +28%
AWM
534
AE Wealth Management
Kansas
$9.01M -$5.72M -58,993 -39%
AH
535
Addis & Hill
Pennsylvania
$8.99M +$1.72M +17,710 +24%
CFG
536
Citizens Financial Group
Rhode Island
$8.92M +$2.24M +23,141 +34%
Marshall Wace
537
Marshall Wace
United Kingdom
$8.91M +$8.91M +92,000 New
CTA
538
Colonial Trust Advisors
South Carolina
$8.91M +$1.89M +19,458 +27%
SI
539
Stephens Inc
Arkansas
$8.89M +$456K +4,704 +5%
FCM
540
Firestone Capital Management
Florida
$8.82M +$466K +4,807 +6%
OWM
541
Opes Wealth Management
California
$8.74M +$672K +6,931 +8%
OC
542
Oppenheimer & Co
New York
$8.7M -$86.8K -896 -1%
GF
543
Gries Financial
Ohio
$8.7M +$7.6M +78,467 +695%
AWA
544
Arete Wealth Advisors
Illinois
$8.68M +$2.85M +29,358 +49%
AA
545
AJ Advisors
Tennessee
$8.64M +$169K +1,749 +2%
FA
546
Freestate Advisors
Kansas
$8.61M +$450K +4,642 +6%
IWP
547
Innova Wealth Partners
Pennsylvania
$8.6M +$8.6M +88,764 New
AFP
548
Ausdal Financial Partners
Iowa
$8.52M +$204K +2,110 +2%
SL
549
Sentinus LLC
Illinois
$8.47M +$5.89M +60,734 +228%
BWA
550
BlueSky Wealth Advisors
North Carolina
$8.44M -$1.42M -14,639 -14%