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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 %
LWA
551
Lineweaver Wealth Advisors
Ohio
$6.9M +$235K +2,399 +4%
VPA
552
Vernal Point Advisors
California
$6.88M +$546K +5,577 +9%
SSW
553
Smith Shellnut Wilson
Mississippi
$6.84M +$1.07M +10,961 +19%
WA
554
WP Advisors
California
$6.8M +$6.8M +69,413 New
BFEC
555
Benjamin F. Edwards & Company
Missouri
$6.79M +$3.57M +36,462 +111%
P
556
&Partners
Tennessee
$6.77M +$3.82M +39,315 +129%
Kayne Anderson Rudnick Investment Management
557
Kayne Anderson Rudnick Investment Management
California
$6.74M -$182K -1,857 -3%
DC
558
Destiny Capital
Colorado
$6.74M +$804K +8,211 +14%
HWMA
559
Heritage Wealth Management (Arizona)
Arizona
$6.7M +$369K +3,771 +6%
AWMG
560
Alliance Wealth Management Group
New Jersey
$6.66M +$789K +8,060 +13%
PA
561
PFW Advisors
Georgia
$6.63M +$1.12M +11,393 +20%
DAS
562
Dynamic Advisor Solutions
Arizona
$6.63M -$1.39M -14,157 -17%
AH
563
Addis & Hill
Pennsylvania
$6.63M -$62.6K -646 -0.9%
EFG
564
Erickson Financial Group
Pennsylvania
$6.6M +$74.6K +762 +1%
JWCA
565
J.W. Cole Advisors
Florida
$6.6M +$992K +10,128 +18%
LFAS
566
Level Four Advisory Services
Texas
$6.55M – – –
WT
567
Whittier Trust
California
$6.54M -$2.02M -20,656 -24%
IWP
568
Innova Wealth Partners
Pennsylvania
$6.53M +$103K +1,050 +2%
CMI
569
Clare Market Investments
Texas
$6.52M +$228K +2,326 +4%
HFS
570
Heritage Financial Services
Massachusetts
$6.49M +$439K +4,479 +7%
EIA
571
Eldridge Investment Advisors
New Hampshire
$6.46M +$2.33M +23,837 +57%
WIC
572
Whitegate Investment Counselors
New Hampshire
$6.43M +$39.5K +403 +0.6%
WA
573
Waverly Advisors
Alabama
$6.43M -$1.17M -11,993 -15%
CAM
574
Creekmur Asset Management
Illinois
$6.4M -$601K -6,139 -9%
BFPW
575
BOK Financial Private Wealth
Colorado
$6.36M -$2.11M -21,521 -25%
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