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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 %
SG
651
Sharper & Granite
California
$4.53M +$285K +2,945 +7%
JIR
652
James Investment Research
Ohio
$4.53M -$19.1K -195 -0.4%
BBWP
653
Beacon Bridge Wealth Partners
Pennsylvania
$4.53M -$2.58M -26,389 -36%
HWA
654
Hillcrest Wealth Advisors
New Jersey
$4.44M +$171K +1,750 +4%
KIG
655
Kowal Investment Group
Wisconsin
$4.42M +$1.21M +12,344 +38%
RFO
656
RiverGlades Family Offices
Florida
$4.41M -$813K -8,427 -16%
BCM
657
Beaumont Capital Management
Massachusetts
$4.41M -$61K -623 -1%
TFA
658
Tobias Financial Advisors
Florida
$4.39M -$140K -1,428 -3%
CT
659
Coastline Trust
Rhode Island
$4.39M +$868K +8,859 +25%
VFA
660
Valeo Financial Advisors
Indiana
$4.34M +$614K +6,439 +16%
AP
661
Aspect Partners
Virginia
$4.33M +$50.9K +520 +1%
OC
662
Oarsman Capital
Wisconsin
$4.32M -$467K -4,766 -10%
EGA
663
E&G Advisors
Texas
$4.29M -$98.1K -1,002 -2%
Parallax Volatility Advisers
664
Parallax Volatility Advisers
California
$4.28M – – –
JGIA
665
Jackson Grant Investment Advisers
Connecticut
$4.26M +$70K +715 +2%
GBT
666
Grove Bank & Trust
Florida
$4.2M +$419K +4,282 +11%
GIA
667
Gladstone Institutional Advisory
Florida
$4.17M +$562K +5,740 +16%
AA
668
AlphaQ Advisors
Florida
$4.16M +$187K +1,910 +5%
OL
669
Optas LLC
Texas
$4.14M +$26K +265 +0.6%
RWM
670
RKL Wealth Management
Pennsylvania
$4.13M -$402K -4,105 -9%
SB
671
Simmons Bank
Arkansas
$4.1M -$560K -5,716 -12%
LHWM
672
Lake Hills Wealth Management
Texas
$4.09M +$4.09M +41,756 New
SAM
673
Smartleaf Asset Management
Massachusetts
$4.07M +$3.16M +32,263 +351%
PCWA
674
Pacific Capital Wealth Advisors
California
$4.06M -$202K -2,061 -5%
SAW
675
Signal Advisors Wealth
Michigan
$4.04M +$21K +214 +0.5%
25 26
27
28 29