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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 %
JSAM
876
J. Safra Asset Management
New York
$2.47M -$1.03M -10,593 -29%
AAS
877
Asset Allocation Strategies
Michigan
$2.46M +$335K +3,461 +16%
CW
878
Cooksen Wealth
Texas
$2.46M +$182K +1,882 +8%
Retirement Systems of Alabama
879
Retirement Systems of Alabama
Alabama
$2.45M +$114K +1,172 +5%
UAG
880
United Advisor Group
Ohio
$2.45M +$95.7K +988 +4%
PWW
881
Pettyjohn Wood & White
Virginia
$2.44M +$39.2K +405 +2%
AA
882
Alesco Advisors
New York
$2.44M +$97 +1 +0%
AWM
883
Avior Wealth Management
Nebraska
$2.44M +$21.2K +220 +0.9%
GWS
884
Greykasell Wealth Strategies
California
$2.44M +$2.44M +25,188 New
AIFS
885
A&I Financial Services
Colorado
$2.44M +$2.44M +25,135 New
NWWA
886
New Wave Wealth Advisors
Arkansas
$2.43M -$128K -1,320 -5%
OAM
887
Occidental Asset Management
California
$2.43M +$109K +1,120 +5%
CKAIS
888
Christensen King & Associates Investment Services
Washington
$2.43M +$220K +2,274 +10%
PG
889
Patten Group
Tennessee
$2.42M -$757K -7,811 -24%
HZ
890
Hixon Zuercher
Ohio
$2.42M +$2.42M +24,962 New
DWP
891
Daymark Wealth Partners
Ohio
$2.4M +$123K +1,267 +5%
WCM
892
Wealthcare Capital Management
Virginia
$2.39M +$81.3K +839 +4%
AWMS
893
Advocacy Wealth Management Services
Georgia
$2.39M -$6.2K -64 -0.3%
SSIM
894
Sheets Smith Investment Management
Texas
$2.37M +$2.37M +24,469 New
AAS
895
Ameritas Advisory Services
Nebraska
$2.37M +$284K +2,931 +14%
GBWM
896
Granite Bay Wealth Management
New Hampshire
$2.37M +$2.37M +24,439 New
FNBT
897
FineMark National Bank & Trust
Florida
$2.36M +$120K +1,241 +5%
SIA
898
Soltis Investment Advisors
Utah
$2.36M -$206K -2,129 -8%
LHWM
899
Lake Hills Wealth Management
Texas
$2.35M -$7.53M -77,726 -76%
MWPCG
900
Measured Wealth Private Client Group
New Hampshire
$2.34M +$67.6K +698 +3%
34 35
36
37 38