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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 %
FAT
676
First American Trust
California
$5.08M -$882K -9,099 -15%
TFO
677
Timonier Family Office
North Carolina
$5.07M +$5.07M +52,368 New
DCM
678
Donaldson Capital Management
Indiana
$5.07M +$723K +7,466 +17%
KC
679
Kades & Cheifetz
Pennsylvania
$5.06M +$5.06M +52,214 New
DI
680
Diligent Investors
California
$5.06M -$908K -9,368 -15%
OCM
681
One Capital Management
California
$5.03M +$2.31M +23,800 +85%
FNBOO
682
First National Bank of Omaha
Nebraska
$5.03M -$378K -3,900 -7%
LSPW
683
Lake Street Private Wealth
Illinois
$5.01M +$167K +1,725 +3%
CSP
684
Cary Street Partners
Virginia
$5M +$5M +51,614 New
FPAS
685
Focus Partners Advisor Solutions
Missouri
$5M -$1.26M -12,967 -20%
ATWA
686
Arbor Trust Wealth Advisors
Michigan
$4.96M +$1.09M +11,282 +28%
IF
687
Ironwood Financial
Arizona
$4.94M -$210K -2,164 -4%
CI
688
Centerstone Investors
New York
$4.94M +$4.94M +51,000 New
FPCG
689
Forum Private Client Group
Indiana
$4.94M -$182K -1,879 -4%
ICP
690
Impact Capital Partners
Colorado
$4.91M +$4.91M +50,711 New
BIS
691
BG Investment Services
Guam
$4.9M +$4.9M +50,565 New
QFA
692
Quattro Financial Advisors
Texas
$4.88M -$65.4K -673 -1%
PI
693
PFG Investments
New York
$4.88M +$537K +5,538 +12%
AI
694
Accredited Investors
Minnesota
$4.87M -$9.26M -95,522 -66%
ML
695
McAdam LLC
Pennsylvania
$4.86M -$1.09M -11,288 -18%
1SB
696
1ST Source Bank
Indiana
$4.83M -$53.8K -555 -1%
CW
697
CreativeOne Wealth
Kansas
$4.82M -$220K -2,273 -4%
EWP
698
Elevation Wealth Partners
California
$4.81M +$1.53M +15,764 +47%
SC
699
Savant Capital
Illinois
$4.79M +$1.65M +17,021 +53%
First Trust Advisors
700
First Trust Advisors
Illinois
$4.73M +$1.87M +19,265 +65%
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