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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
C
901
Croban
Ohio
$2.34M +$2.34M +24,171 New
LC
902
Lindbrook Capital
California
$2.34M -$2.62K -27 -0.1%
DL
903
DOHJ LLC
Washington
$2.33M +$505K +5,209 +28%
CAL
904
Capital Analysts LLC
Pennsylvania
$2.33M -$13.4M -138,770 -85%
FW
905
Fairway Wealth
Ohio
$2.33M +$28.6K +295 +1%
NC
906
Napatree Capital
Rhode Island
$2.32M +$198K +2,044 +9%
MWM
907
McNaughton Wealth Management
California
$2.32M +$204K +2,109 +10%
ACA
908
Aptus Capital Advisors
Alabama
$2.32M +$969K +10,002 +72%
BIA
909
Bigelow Investment Advisors
Maine
$2.32M -$25.4K -262 -1%
LC
910
LCNB Corp
Ohio
$2.29M +$19.8K +204 +0.9%
GLA
911
Good Life Advisors
Pennsylvania
$2.29M -$2.48M -25,567 -52%
CWM
912
C2C Wealth Management
Arizona
$2.28M -$13.6K -140 -0.6%
TIM
913
Thompson Investment Management
Wisconsin
$2.27M +$267K +2,756 +13%
SIM
914
Stratos Investment Management
Ohio
$2.26M +$2M +20,658 +763%
BCM
915
Becker Capital Management
Oregon
$2.25M -$104K -1,073 -4%
DTC
916
Davidson Trust Company
Washington
$2.24M +$16.2K +167 +0.7%
APWA
917
Atlas Private Wealth Advisors
New Jersey
$2.23M +$1.21M +12,502 +119%
IAIM
918
International Assets Investment Management
Florida
$2.21M -$232M -2,390,762 -99%
CI
919
CX Institutional
Indiana
$2.2M +$391K +4,033 +22%
5W
920
5T Wealth
California
$2.2M +$2.2M +22,711 New
EIA
921
Edgemoor Investment Advisors
Maryland
$2.19M +$1.05M +10,802 +92%
TWP
922
Triad Wealth Partners
Kansas
$2.17M +$2.17M +22,367 New
NAM
923
NTV Asset Management
West Virginia
$2.17M -$14.1K -146 -0.6%
RPCA
924
Running Point Capital Advisors
California
$2.15M +$394K +4,064 +22%
P
925
Pitcairn
Pennsylvania
$2.13M +$588K +6,070 +38%