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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$784M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$675M
3
Goldman Sachs
Goldman Sachs
New York
+$584M
4
Wells Fargo
Wells Fargo
California
+$391M
5
RJA
Raymond James & Associates
Florida
+$293M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$754M
3
PEGL
P/E Global LLC
Massachusetts
-$610M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$349M
5
USAA
United Services Automobile Association
Texas
-$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
876
Weil Company
California
$1.82M -$13K -133 -0.7%
LFG
877
Larson Financial Group
Missouri
$1.81M -$33.5K -342 -2%
BCM
878
Becker Capital Management
Oregon
$1.81M +$35.7K +365 +2%
HWMC
879
Heritage Wealth Management (California)
California
$1.8M +$260K +2,651 +17%
AIM
880
Acropolis Investment Management
Missouri
$1.79M -$49.2K -502 -3%
SAM
881
Summit Asset Management
Tennessee
$1.79M +$161K +1,646 +10%
PA
882
Pinnacle Associates
New York
$1.79M -$129K -1,320 -7%
FPAS
883
Focus Partners Advisor Solutions
Missouri
$1.79M -$4.45M -45,426 -71%
GTAM
884
Global Trust Asset Management
Florida
$1.78M +$372K +3,801 +26%
JPLA
885
Joseph P. Lucia & Associates
New York
$1.78M +$1.18M +12,099 +199%
RIM
886
Rockbridge Investment Management
New York
$1.78M +$421K +4,303 +31%
CAM
887
Crestone Asset Management
Colorado
$1.78M +$600K +6,122 +51%
TA
888
Tactive Advisors
Florida
$1.78M -$1.45M -14,810 -45%
FWA
889
FOCUS Wealth Advisors
Texas
$1.75M +$50.5K +516 +3%
UAG
890
United Advisor Group
Ohio
$1.74M +$1.22M +12,478 +234%
FA
891
Fountainhead AM
New Jersey
$1.73M -$2.73M -27,872 -61%
HFF
892
Halter Ferguson Financial
Indiana
$1.72M +$45.1K +460 +3%
CF
893
Clarity Financial
Texas
$1.72M +$412K +4,209 +31%
AW
894
Avion Wealth
Texas
$1.71M -$16.3K -166 -0.9%
E3F
895
Eight 31 Financial
Texas
$1.71M -$347K -3,540 -17%
GWM
896
GSB Wealth Management
Connecticut
$1.7M +$264K +2,695 +18%
Koshinski Asset Management
897
Koshinski Asset Management
Illinois
$1.7M -$422K -4,311 -20%
BSW
898
Buckingham Strategic Wealth
Missouri
$1.69M +$678K +6,921 +67%
IP
899
Ignite Planners
California
$1.68M -$11.4K -118 -0.7%
TFA
900
Transamerica Financial Advisors
Florida
$1.66M -$94.2K -961 -5%
34 35
36
37 38