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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 %
SIA
576
Sovereign Investment Advisors
Arizona
$6.32M +$36.9K +377 +0.6%
MWM
577
Mission Wealth Management
California
$6.27M +$3.58M +36,538 +133%
NW
578
NewEdge Wealth
Pennsylvania
$6.25M -$61.2K -640 -1%
AF
579
Arrow Financial
New York
$6.23M -$340K -3,475 -5%
GAM
580
Gemmer Asset Management
California
$6.22M +$110K +1,124 +2%
Balyasny Asset Management
581
Balyasny Asset Management
Illinois
$6.14M -$1.57M -15,990 -20%
BCP
582
Blue Chip Partners
Michigan
$6.07M -$2.83M -28,922 -32%
ML
583
McAdam LLC
Pennsylvania
$6.02M +$158K +1,617 +3%
PP
584
Prudential plc
United Kingdom
$6.01M -$255K -2,606 -4%
TBC
585
Ted Buchan & Co
California
$5.98M +$5.98M +61,017 New
SFS
586
Security Financial Services
Indiana
$5.95M -$70.4K -719 -1%
SFG
587
Summit Financial Group
West Virginia
$5.95M +$575K +5,867 +11%
CAWM
588
Capital Advisors Wealth Management
Washington
$5.94M -$558K -5,699 -9%
LW
589
Linscomb Wealth
Texas
$5.93M +$176K +1,792 +3%
PWMG
590
Pinnacle Wealth Management Group
Michigan
$5.92M +$5.92M +60,457 New
SAG
591
Spotlight Asset Group
Illinois
$5.86M -$522K -5,333 -8%
WFAG
592
Wescott Financial Advisory Group
Pennsylvania
$5.86M -$145K -1,480 -2%
GWA
593
GGM Wealth Advisors
Maryland
$5.83M -$1.46M -15,046 -20%
FPCG
594
Forum Private Client Group
Indiana
$5.79M -$633K -6,467 -10%
FFL
595
Financial Freedom LLC
Ohio
$5.79M -$20.4K -208 -0.4%
APW
596
Acima Private Wealth
Virginia
$5.77M +$42.6K +435 +0.7%
NCM
597
Northwest Capital Management
Oregon
$5.75M +$98 +1 +0%
Kovitz Investment Group Partners
598
Kovitz Investment Group Partners
Illinois
$5.73M +$5.73M +58,552 New
JWS
599
Juncture Wealth Strategies
Arizona
$5.69M +$484K +4,941 +9%
ODIJL
600
One Day In July LLC
Vermont
$5.69M +$870K +8,881 +18%
22 23
24
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