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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 %
JWS
601
Juncture Wealth Strategies
Arizona
$7.15M +$770K +7,951 +12%
EIA
602
Eldridge Investment Advisors
New Hampshire
$7.14M +$635K +6,550 +10%
ASW
603
Astoria Strategic Wealth
Texas
$7.12M -$755K -7,792 -10%
AWE
604
Avidian Wealth Enterprises
Texas
$7.11M -$415K -4,281 -6%
JHCP
605
Jackson Hole Capital Partners
Oklahoma
$7.08M -$190K -1,963 -3%
RW
606
REDW Wealth
New Mexico
$7.02M +$5.57M +57,505 +385%
IAS
607
Insigneo Advisory Services
Florida
$7M -$449K -4,636 -6%
SAI
608
Systematic Alpha Investments
New Jersey
$6.98M – – –
RCS
609
Retirement Capital Strategies
California
$6.95M -$9.56M -98,699 -58%
BWP
610
BlueStem Wealth Partners
Minnesota
$6.93M +$6.93M +71,477 New
NB
611
NBT Bank
New York
$6.91M +$23.6K +244 +0.3%
CM
612
Columbus Macro
Pennsylvania
$6.89M +$3.84M +39,649 +126%
FEG
613
Fund Evaluation Group
Ohio
$6.84M +$2.42K +25 +0%
AI
614
Atria Investments
North Carolina
$6.7M +$564K +5,822 +9%
RIM
615
Redwood Investment Management
Arizona
$6.66M -$1.42M -14,611 -18%
HFO
616
Heritage Family Offices
Arizona
$6.66M +$143K +1,474 +2%
GMA
617
Glassy Mountain Advisors
Maryland
$6.63M +$1.7M +17,551 +34%
CSB
618
City State Bank
Iowa
$6.61M +$24.9K +257 +0.4%
CT
619
Colonial Trust
South Carolina
$6.59M +$1.55M +15,953 +31%
SFC
620
Strategic Financial Concepts
Texas
$6.59M +$5.02M +51,759 +318%
CWM
621
CIBC World Markets
New York
$6.54M +$313K +3,225 +5%
MWC
622
MKD Wealth Coaches
Michigan
$6.54M +$6.54M +67,480 New
AF
623
Arrow Financial
New York
$6.52M -$21.8K -225 -0.3%
EFG
624
Erickson Financial Group
Pennsylvania
$6.5M +$35.9K +370 +0.6%
PA
625
PFW Advisors
Georgia
$6.5M +$6.5M +67,113 New
23 24
25
26 27