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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 %
ECG
551
Edge Capital Group
Georgia
$8.41M +$965K +9,959 +13%
GAG
552
GM Advisory Group
New York
$8.36M -$516K -5,326 -6%
FWM
553
FFT Wealth Management
Pennsylvania
$8.31M -$58.2K -601 -0.7%
AWM
554
Act Wealth Management
Texas
$8.3M +$74.2K +766 +0.9%
CIAS
555
CFS Investment Advisory Services
New Jersey
$8.28M +$1.22M +12,584 +17%
TA
556
TruWealth Advisors
Louisiana
$8.26M +$778K +8,031 +10%
Kayne Anderson Rudnick Investment Management
557
Kayne Anderson Rudnick Investment Management
California
$8.23M -$981K -10,126 -11%
NFP
558
NorthLanding Financial Partners
New York
$8.23M +$570K +5,883 +7%
AFO
559
Arrowroot Family Office
California
$8.22M +$2.6M +26,882 +46%
FWI
560
Facet Wealth Inc
Maryland
$8.21M +$2.03M +20,816 +33%
BEI
561
Benjamin Edwards Inc
Missouri
$8.16M -$1.16M -11,966 -12%
CAG
562
Csenge Advisory Group
Florida
$8.13M +$1.11M +11,502 +16%
SAM
563
Summit Asset Management
Tennessee
$8.11M +$6.08M +62,789 +301%
HNW
564
High Note Wealth
Minnesota
$8.1M +$6.81M +70,329 +532%
CCA
565
Catalyst Capital Advisors
New York
$8.06M +$506K +5,223 +7%
USWG
566
U.S. Wealth Group
New York
$8.01M +$8.01M +82,617 New
CTA
567
Chesley Taft & Associates
Illinois
$7.99M -$2.94M -30,345 -27%
HWA
568
Hillcrest Wealth Advisors
New Jersey
$7.94M +$1.98M +20,484 +33%
CPCM
569
Cornerstone Partners Capital Management
Virginia
$7.91M – – –
LAM
570
Lifestyle Asset Management
Texas
$7.91M -$7.33M -75,648 -48%
LSAG
571
Lake Street Advisors Group
New Hampshire
$7.87M +$554K +5,718 +8%
VPA
572
Vernal Point Advisors
California
$7.8M +$1M +10,334 +15%
AA
573
AlphaQ Advisors
Florida
$7.77M +$560K +5,784 +8%
AF
574
Apexium Financial
Texas
$7.76M +$130K +1,343 +2%
BMCM
575
Bryn Mawr Capital Management
Pennsylvania
$7.74M -$680K -7,018 -8%
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