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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 %
BWG
901
Balanced Wealth Group
Ohio
$1.66M -$5.24M -54,385 -76%
AIS
902
American Investment Services
Massachusetts
$1.65M +$265K +2,706 +19%
RGF
903
Retirement Guys Formula
Ohio
$1.65M +$138K +1,408 +9%
TCM
904
TruNorth Capital Management
Michigan
$1.65M +$1.65M +16,816 New
ZF
905
Zhang Financial
Michigan
$1.64M +$359K +3,661 +28%
TF
906
Trek Financial
Arizona
$1.63M -$482K -4,918 -23%
RPCA
907
Running Point Capital Advisors
California
$1.62M +$47.9K +489 +3%
JFG
908
JMG Financial Group
Illinois
$1.62M +$213K +2,171 +15%
DP
909
Dearborn Partners
Illinois
$1.62M +$799K +8,158 +97%
MAM
910
McLean Asset Management
Virginia
$1.62M +$1.32M +13,603 +441%
Neuberger Berman Group
911
Neuberger Berman Group
New York
$1.62M -$212K -2,167 -12%
BCM
912
Bowie Capital Management
Texas
$1.62M
ECM
913
Evergreen Capital Management
Washington
$1.61M -$98 -1 -0%
SAI
914
Savvy Advisors Inc
New York
$1.6M +$375K +3,825 +31%
BI
915
Ballast Inc
Kentucky
$1.6M -$5.88K -60 -0.4%
ACA
916
Affinity Capital Advisors
California
$1.59M -$1.59M -16,275 -50%
ONB
917
Old National Bancorp
Indiana
$1.58M -$804K -8,206 -34%
SHFA
918
SC&H Financial Advisors
Maryland
$1.57M -$121K -1,239 -7%
WHG
919
Westwood Holdings Group
Texas
$1.56M -$355K -3,622 -19%
P
920
Pitcairn
Pennsylvania
$1.56M -$6.15M -62,814 -80%
UCB
921
United Community Bank
South Carolina
$1.56M +$285K +2,911 +22%
DCC
922
Dow Chemical Company
Michigan
$1.56M
CB
923
Centennial Bank
Arkansas
$1.54M -$168K -1,720 -10%
PB
924
Pinnacle Bancorp
Nebraska
$1.53M +$71.9K +734 +5%
DWP
925
Daymark Wealth Partners
Ohio
$1.53M -$147K -1,502 -9%