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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 %
GAA
651
Global Assets Advisory
Florida
$5.8M -$432K -4,457 -7%
WAM
652
WealthTrust Asset Management
Florida
$5.76M +$19.2K +198 +0.3%
EW
653
Element Wealth
Mississippi
$5.75M -$268K -2,764 -4%
BWM
654
BCS Wealth Management
Tennessee
$5.71M +$5.71M +58,959 New
SWTS
655
Stonehaven Wealth & Tax Solutions
Wisconsin
$5.62M +$5.62M +58,049 New
FFL
656
Financial Freedom LLC
Ohio
$5.61M -$302K -3,116 -5%
ATPW
657
Ashton Thomas Private Wealth
Arizona
$5.6M +$1.14M +11,815 +26%
SMI
658
Shelter Mutual Insurance
Missouri
$5.59M – – –
TFA
659
Tobias Financial Advisors
Florida
$5.57M +$878K +9,061 +19%
RWP
660
RWA Wealth Partners
Massachusetts
$5.52M -$2.41M -24,885 -30%
SIG
661
Stonegate Investment Group
Alabama
$5.5M +$470K +4,850 +9%
TA
662
TPG Advisors
Illinois
$5.47M +$1.65M +16,987 +43%
LRWA
663
Long Run Wealth Advisors
New York
$5.44M +$242K +2,501 +5%
QC
664
Quadrature Capital
United Kingdom
$5.43M +$5.43M +56,083 New
NL
665
NVWM LLC
Pennsylvania
$5.37M +$4.14M +42,719 +336%
DCA
666
DSG Capital Advisors
Minnesota
$5.35M +$5.35M +55,237 New
WF
667
Wayfinding Financial
Washington
$5.35M +$583K +6,019 +12%
TFF
668
The Family Firm
Maryland
$5.31M +$57.5K +593 +1%
FFP
669
FourThought Financial Partners
Florida
$5.28M +$1.76M +18,144 +50%
FA
670
Fountainhead AM
New Jersey
$5.25M +$4.56M +47,051 +664%
GBT
671
Grove Bank & Trust
Florida
$5.25M +$1.16M +11,978 +28%
MHC
672
May Hill Capital
Massachusetts
$5.21M +$5.21M +53,740 New
DG
673
DMC Group
Alabama
$5.2M +$1.84K +19 +0%
Manulife (Manufacturers Life Insurance)
674
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.11M – – –
PCWA
675
Pacific Capital Wealth Advisors
California
$5.08M +$213K +2,200 +4%
25 26
27
28 29