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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 %
BCM
926
Brasada Capital Management
Texas
$1.52M -$107K -1,096 -7%
JPG
927
Jordan Park Group
California
$1.52M +$83.3K +851 +6%
IA
928
IFP Advisors
Florida
$1.52M -$103K -1,050 -6%
HH
929
Hilltop Holdings
Texas
$1.51M -$760K -7,764 -33%
TWM
930
Tolleson Wealth Management
Texas
$1.51M +$117K +1,198 +8%
AP
931
Agilis Partners
Massachusetts
$1.51M – – –
BIP
932
Blueprint Investment Partners
North Carolina
$1.5M -$674K -6,878 -31%
WA
933
WBH Advisory
Maryland
$1.5M +$20.8K +212 +1%
AAS
934
Ameritas Advisory Services
Nebraska
$1.49M -$1.23M -12,684 -45%
WWM
935
Western Wealth Management
Colorado
$1.49M -$836K -8,535 -36%
FF
936
Farrell Financial
New York
$1.47M -$328K -3,352 -18%
NFP
937
Narus Financial Partners
Utah
$1.47M -$13.1K -134 -0.9%
CA
938
Clearstead Advisors
Ohio
$1.47M +$137K +1,421 +10%
PCS
939
Private Client Services
Kentucky
$1.46M +$259K +2,645 +22%
BMC
940
Bear Mountain Capital
Washington
$1.46M -$48.5K -508 -3%
EA
941
Evergreen Advisors
Tennessee
$1.46M -$732K -7,479 -33%
WFA
942
WestHill Financial Advisors
California
$1.45M +$32K +327 +2%
KWMG
943
King Wealth Management Group
Florida
$1.44M -$29.5K -301 -2%
FNBT
944
FineMark National Bank & Trust
Florida
$1.43M -$146K -1,493 -9%
CAGAS
945
Capital Advisory Group Advisory Services
Minnesota
$1.42M +$8.91K +91 +0.6%
GSWM
946
Greenup Street Wealth Management
Michigan
$1.4M +$31.3K +320 +2%
SIC
947
Salem Investment Counselors
North Carolina
$1.39M +$269K +2,744 +24%
NEPWA
948
New England Private Wealth Advisors
Massachusetts
$1.39M +$8.14K +84 +0.6%
GFG
949
Goldstone Financial Group
Illinois
$1.39M -$97.7K -998 -7%
NFG
950
Nations Financial Group
Iowa
$1.39M +$42.4K +433 +3%
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