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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 %
WMA
851
West Michigan Advisors
Michigan
$1.97M -$686 -7 -0%
UB
852
UMB Bank
Missouri
$1.96M -$351K -3,588 -15%
FW
853
Fairway Wealth
Ohio
$1.96M +$10.9K +111 +0.6%
BA
854
Bellwether Advisors
Nebraska
$1.95M -$5.58K -57 -0.3%
SA
855
Strategic Advocates
Utah
$1.94M +$751K +7,666 +63%
Bank Julius Baer & Co
856
Bank Julius Baer & Co
Switzerland
$1.93M +$1.11M +11,383 +137%
WTC
857
WhitTier Trust Company
Nevada
$1.93M -$72K -735 -4%
FAM
858
Frontier Asset Management
Wyoming
$1.91M -$37.4K -382 -2%
CI
859
CX Institutional
Indiana
$1.91M -$643K -6,581 -25%
RI
860
Rinkey Investments
California
$1.91M +$330K +3,370 +21%
RW
861
REDW Wealth
New Mexico
$1.88M -$7.05K -72 -0.4%
SWM
862
Stockman Wealth Management
Montana
$1.88M +$96K +980 +5%
SCP
863
Stevens Capital Partners
Nebraska
$1.88M +$1.88M +19,224 New
AI
864
Auour Investments
Massachusetts
$1.88M +$138K +1,414 +8%
AM
865
Atwater Malick
Pennsylvania
$1.87M +$3.04K +31 +0.2%
NC
866
Napatree Capital
Rhode Island
$1.87M
IAIM
867
International Assets Investment Management
Florida
$1.86M +$546K +5,637 +41%
ACP
868
Aviance Capital Partners
Florida
$1.86M -$87.6K -894 -4%
AIA
869
Alera Investment Advisors
Illinois
$1.86M -$2.16K -22 -0.1%
TIM
870
Total Investment Management
Arizona
$1.85M -$27.8K -284 -1%
WDG
871
Wealth Dimensions Group
Ohio
$1.85M +$2.06K +21 +0.1%
TA
872
TFB Advisors
Kansas
$1.84M +$1.11M +11,628 +151%
TWM
873
TSA Wealth Management
Texas
$1.84M +$507K +5,176 +38%
MWM
874
Meridian Wealth Management
Kentucky
$1.82M -$16.7K -171 -0.9%
CASC
875
Coppell Advisory Solutions Corp
Texas
$1.82M +$1.82M +18,583 New