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iShares Core US Aggregate Bond ETF

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.

Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.13%
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
Name Market Value Shares Shares
Change
Shares
Change %
DWM
51
Dynasty Wealth Management
Florida
$209M 2,129,842 +2,129,842 New
QWP
52
Quotient Wealth Partners
Texas
$202M 2,067,506 +303,119 +17%
CAN
53
Cetera Advisor Networks
California
$202M 2,060,893 +133,297 +7%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$200M 2,042,285 +573,621 +39%
HighTower Advisors
55
HighTower Advisors
Illinois
$199M 2,036,560 +124,123 +6%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$191M 1,954,700 +423,500 +28%
EEP
57
Edgehill Endowment Partners
Connecticut
$190M 1,936,260 +205,886 +12%
Cerity Partners
58
Cerity Partners
New York
$185M 1,891,632 +641,850 +51%
DCM
59
Disciplina Capital Management
Tennessee
$171M 1,745,552 +356,623 +26%
STA
60
Summit Trail Advisors
New York
$170M 1,737,414 +811,433 +88%
VIA
61
Vantagepoint Investment Advisers
District of Columbia
$166M 1,698,198
PCIA
62
Prime Capital Investment Advisors
Kansas
$163M 1,662,844 +235,901 +17%
AWM
63
Axxcess Wealth Management
California
$158M 1,610,932 +93,013 +6%
EWA
64
EP Wealth Advisors
California
$152M 1,552,117 -244,844 -14%
SWM
65
Spire Wealth Management
Virginia
$152M 354,876 +5,473 +2%
SP
66
Stairway Partners
Illinois
$149M 1,525,427 +331,923 +28%
CAAS
67
Capital Asset Advisory Services
Michigan
$149M 1,540,974 +88,960 +6%
GH
68
Geisinger Health
Pennsylvania
$148M 1,515,813 -243,619 -14%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$148M 1,507,257 +685,613 +83%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$141M 1,442,184 +213,272 +17%
G
71
GenTrust
Florida
$141M 1,438,348 +16,441 +1%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$138M 1,413,455
MSA
73
Mason Street Advisors
Wisconsin
$138M 1,406,300 +221,800 +19%
COCM
74
Charter Oak Capital Management
New Hampshire
$137M 1,394,141 +256,788 +23%
CWM
75
Cahaba Wealth Management
Georgia
$134M 1,366,297 +46,420 +4%