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iShares Core US Aggregate Bond ETF

1,782 hedge funds and large institutions have $105B invested in iShares Core US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 904 increasing their positions, 539 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
25.77%
Holding in Top 10
354
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.36%
% of All Funds
5.12%
New
153
Increased
904
Reduced
539
Closed
102
Calls
$11.4M
Puts
$55.5M
Net Calls
-$44.1M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
676
Brass Tax Wealth Management
Ohio
$4.72M +$4.72M +46,609 New
NCM
677
Northwest Capital Management
Oregon
$4.66M
ATPW
678
Ashton Thomas Private Wealth
Arizona
$4.65M +$253K +2,494 +6%
NFG
679
Northeast Financial Group
Pennsylvania
$4.65M -$960K -9,484 -17%
TWM
680
Tradition Wealth Management
Minnesota
$4.64M -$40.3K -398 -0.9%
PWPS
681
Pinnacle Wealth Planning Services
Ohio
$4.62M
TW
682
TritonPoint Wealth
Maryland
$4.6M -$399K -3,929 -8%
BWG
683
Boomfish Wealth Group
Georgia
$4.56M +$3.55M +35,083 +354%
DCM
684
Donaldson Capital Management
Indiana
$4.55M +$1.55M +15,283 +52%
PI
685
PFG Investments
New York
$4.53M +$334K +3,297 +8%
PTC
686
Private Trust Company
Ohio
$4.53M +$475K +4,693 +12%
OPWM
687
Oxinas Partners Wealth Management
Indiana
$4.52M +$3.97M +39,157 +721%
SG
688
Sharper & Granite
California
$4.46M +$140K +1,387 +3%
FFBTD
689
First Financial Bank - Trust Division
Ohio
$4.45M +$1.28M +12,641 +40%
OL
690
Optas LLC
Texas
$4.44M +$18K +178 +0.4%
KLCM
691
KG&L Capital Management
Louisiana
$4.44M +$93.3K +921 +2%
Parallax Volatility Advisers
692
Parallax Volatility Advisers
California
$4.42M
Barclays
693
Barclays
United Kingdom
$4.4M +$4.39M +43,341 +53,507%
OC
694
Oarsman Capital
Wisconsin
$4.4M +$45.1K +445 +1%
EGA
695
E&G Advisors
Texas
$4.39M -$6.18K -61 -0.1%
RWM
696
RKL Wealth Management
Pennsylvania
$4.37M +$294K +2,901 +7%
Nomura Asset Management
697
Nomura Asset Management
Japan
$4.36M
MA
698
Modus Advisors
Minnesota
$4.35M +$272K +2,686 +7%
SB
699
Simmons Bank
Arkansas
$4.32M +$106K +1,043 +3%
SAM
700
Smartleaf Asset Management
Massachusetts
$4.31M -$1.02M -10,020 -19%