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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 %
SYBT
626
Stock Yards Bank & Trust
Kentucky
$5.15M -$116K -1,185 -2%
OPWM
627
Oxinas Partners Wealth Management
Indiana
$5.15M +$4.55M +46,422 +757%
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$5.14M -$513K -5,235 -9%
NFG
629
Northeast Financial Group
Pennsylvania
$5.1M +$769K +7,847 +18%
CCM
630
Canal Capital Management
Virginia
$5.07M +$886K +9,046 +21%
FA
631
Fagan Associates
New York
$5.06M +$1.21M +12,388 +32%
FNBOO
632
First National Bank of Omaha
Nebraska
$5.06M -$1.67M -16,855 -25%
NB
633
NBT Bank
New York
$5.03M +$610K +6,230 +14%
GWM
634
Geneos Wealth Management
Colorado
$4.97M -$5.6M -57,181 -53%
IF
635
Ironwood Financial
Arizona
$4.96M +$3.12M +31,837 +169%
CWM
636
Connecticut Wealth Management
Connecticut
$4.95M +$82.3K +840 +2%
NIM
637
NEOS Investment Management
Connecticut
$4.94M +$2.09M +21,428 +74%
DW
638
Durante & Waters
New York
$4.9M -$170K -1,732 -3%
SIG
639
Stonegate Investment Group
Alabama
$4.9M +$294K +3,000 +6%
PI
640
PFG Investments
New York
$4.82M +$1.39M +14,152 +40%
KWM
641
KFG Wealth Management
Indiana
$4.78M -$175K -1,784 -4%
HWM
642
HB Wealth Management
Georgia
$4.74M -$1.04M -10,652 -18%
AAP
643
Arax Advisory Partners
Colorado
$4.74M +$157K +1,602 +3%
1SB
644
1ST Source Bank
Indiana
$4.73M +$26.8K +274 +0.6%
LSPW
645
Lake Street Private Wealth
Illinois
$4.67M +$167K +1,709 +4%
APWM
646
Atlas Private Wealth Management
New York
$4.64M +$1.32M +13,524 +40%
SC
647
Sierra Capital
Florida
$4.63M -$36.6K -374 -0.8%
JSAM
648
J. Safra Asset Management
New York
$4.62M +$379K +3,865 +9%
PWPS
649
Pinnacle Wealth Planning Services
Ohio
$4.61M -$607K -6,195 -12%
TWM
650
Tradition Wealth Management
Minnesota
$4.57M +$2.33M +23,807 +104%
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