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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
726
Private Trust Company
Ohio
$4.27M -$63.8K -658 -1%
OL
727
Optas LLC
Texas
$4.24M -$8.53K -88 -0.2%
WA
728
WBH Advisory
Maryland
$4.23M +$2.83M +29,233 +203%
Parallax Volatility Advisers
729
Parallax Volatility Advisers
California
$4.23M
SAM
730
Smartleaf Asset Management
Massachusetts
$4.2M +$86.1K +887 +2%
FMI
731
F/M Investments
District of Columbia
$4.19M +$2.68M +27,691 +178%
LSC
732
Logan Stone Capital
Illinois
$4.17M -$16.9M -174,457 -80%
OC
733
Oarsman Capital
Wisconsin
$4.16M -$43.6K -450 -1%
XF
734
XML Financial
Maryland
$4.15M +$311K +3,211 +8%
SB
735
Simmons Bank
Arkansas
$4.14M +$5.62K +58 +0.1%
CLOS
736
Compagnie Lombard Odier SCmA
Switzerland
$4.12M +$4.07M +42,030 +8,083%
HF
737
HRT Financial
New York
$4.12M +$4.12M +42,526 New
WHG
738
Westwood Holdings Group
Texas
$4.12M +$3M +30,942 +268%
SAI
739
Savvy Advisors Inc
New York
$4.12M +$780K +8,045 +23%
EGA
740
E&G Advisors
Texas
$4.08M -$125K -1,291 -3%
GT
741
Glenview Trust
Kentucky
$4.06M +$539K +5,563 +15%
UWPG
742
Ullmann Wealth Partners Group
Florida
$4.06M +$19.6K +202 +0.5%
QCG
743
Quadrant Capital Group
Ohio
$4.05M +$67.4K +696 +2%
TT
744
TI-Trust
Illinois
$4.05M +$63.4K +654 +2%
NGA
745
Naples Global Advisors
Florida
$4.03M +$404K +4,173 +11%
RFO
746
RiverGlades Family Offices
Florida
$4.03M -$787K -8,118 -16%
GIA
747
Gladstone Institutional Advisory
Florida
$4.03M -$1.62M -16,755 -29%
FIC
748
Family Investment Center
Missouri
$4.03M +$53.3K +550 +1%
HPBT
749
Hickory Point Bank & Trust
Illinois
$4.01M +$4.01M +41,400 New
BFPW
750
BOK Financial Private Wealth
Colorado
$4.01M -$803K -8,286 -17%