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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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWMIA
726
Global Wealth Management Investment Advisory
Florida
$3.29M +$195K +1,990 +6%
RWP
727
RWA Wealth Partners
Massachusetts
$3.26M +$3.26M +33,333 New
EP
728
EPIQ Partners
Minnesota
$3.25M +$1.31M +13,343 +67%
DCM
729
Donaldson Capital Management
Indiana
$3.24M -$166K -1,699 -5%
AFO
730
Arrowroot Family Office
California
$3.23M +$392K +4,000 +14%
LIM
731
Leavell Investment Management
Alabama
$3.2M +$66.1K +675 +2%
VWM
732
Valley Wealth Managers
New Jersey
$3.19M -$766K -7,825 -19%
CWA
733
Canvas Wealth Advisors
Kansas
$3.19M +$491K +5,137 +18%
CCM
734
Crabel Capital Management
California
$3.18M -$6.6M -67,403 -67%
WPW
735
Waldron Private Wealth
Pennsylvania
$3.17M +$1.03M +10,513 +48%
SIAM
736
Sterling Investment Advisors (Missouri)
Missouri
$3.16M +$60.2K +615 +2%
MFS
737
Madrona Financial Services
Washington
$3.16M +$755K +7,712 +31%
FIB
738
First Interstate Bank
Montana
$3.13M -$14.8M -151,416 -83%
CTWM
739
Cherry Tree Wealth Management
Minnesota
$3.12M -$72.6K -741 -2%
GL
740
Graypoint LLC
New York
$3.11M +$386K +3,941 +14%
BA
741
Ballew Advisors
Mississippi
$3.08M -$20.5K -214 -0.7%
CFGF
742
Compass Financial Group (Florida)
Florida
$3.08M -$12.9K -132 -0.4%
SIS
743
Sound Income Strategies
Florida
$3.02M +$405K +4,139 +16%
AWA
744
Aletheian Wealth Advisors
Washington
$2.98M -$1.47K -15 -0%
FWM
745
Foguth Wealth Management
Michigan
$2.98M +$2.98M +30,392 New
MNBTD
746
Moody National Bank Trust Division
Texas
$2.97M
TCB
747
Texas Capital Bancshares
Texas
$2.97M +$666K +6,795 +29%
CCA
748
Cobblestone Capital Advisors
New York
$2.95M -$15.5M -158,641 -84%
FCI
749
Financial Counselors Inc
Kansas
$2.95M +$283K +2,891 +11%
First Trust Advisors
750
First Trust Advisors
Illinois
$2.95M -$757K -7,728 -20%