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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 %
GSEP
751
Golden State Equity Partners
California
$4M +$2.31M +23,848 +137%
CCA
752
Cobblestone Capital Advisors
New York
$4M +$2.16M +22,296 +118%
RHP
753
Royal Harbor Partners
Texas
$4M +$159K +1,645 +4%
RIA
754
Regal Investment Advisors
Michigan
$3.99M -$1.04M -10,784 -21%
SG
755
Stanich Group
New York
$3.98M +$3.98M +41,062 New
RCIM
756
Red Cedar Investment Management
Michigan
$3.96M – – –
SG
757
Sharper & Granite
California
$3.94M -$327K -3,370 -8%
EB
758
Exchange Bank
California
$3.9M +$401K +4,143 +11%
SIA
759
Schechter Investment Advisors
Michigan
$3.88M +$1.76M +18,191 +83%
BFA
760
Bluestem Financial Advisors
Illinois
$3.87M +$82.7K +853 +2%
CCA
761
Coign Capital Advisors
Utah
$3.85M +$3.85M +39,743 New
DLCIG
762
D.L. Carlson Investment Group
New Hampshire
$3.84M +$12.7K +131 +0.3%
JPLA
763
Joseph P. Lucia & Associates
New York
$3.82M +$509K +5,254 +15%
CWMS
764
Cannon Wealth Management Services
North Carolina
$3.82M +$416K +4,280 +12%
FSG
765
Financial Strategies Group
Michigan
$3.81M +$396K +4,126 +12%
SVWAG
766
Sound View Wealth Advisors Group
Georgia
$3.81M -$22.1K -228 -0.6%
FWP
767
Family Wealth Partners
North Carolina
$3.78M +$251K +2,587 +7%
TC
768
TownSquare Capital
Utah
$3.77M +$1.02M +10,571 +37%
SFS
769
Security Financial Services
Indiana
$3.75M -$294K -3,032 -7%
CV
770
Counterweight Ventures
North Carolina
$3.75M +$75.6K +780 +2%
WCM
771
Winthrop Capital Management
Indiana
$3.72M +$3.72M +38,334 New
DWM
772
DecisionMap Wealth Management
Virginia
$3.68M +$3.68M +37,938 New
BRWA
773
B. Riley Wealth Advisors
Florida
$3.66M -$5.08M -52,401 -58%
NCM
774
Northwest Capital Management
Oregon
$3.66M -$801K -8,268 -18%
VIPI
775
Vista Investment Partners II
Indiana
$3.64M +$3.64M +37,579 New
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