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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 %
Wolverine Trading
926
Wolverine Trading
Illinois
$2.13M +$2.13M +21,977 New
CCG
927
Cypress Capital Group
Florida
$2.13M +$588K +6,065 +38%
EWA
928
ERTS Wealth Advisors
Michigan
$2.12M -$244K -2,518 -10%
OFS
929
Orrstown Financial Services
Pennsylvania
$2.12M +$273K +2,822 +15%
EF
930
Envision Financial
Wisconsin
$2.11M +$2.11M +21,817 New
MAWA
931
Moss Adams Wealth Advisors
Washington
$2.11M -$166K -1,712 -7%
AWP
932
Ascent Wealth Partners
New York
$2.06M +$156K +1,612 +8%
JWM
933
JGP Wealth Management
Oregon
$2.06M +$815K +8,407 +65%
RWS
934
Retirement Wealth Solutions
Wisconsin
$2.06M +$2.06M +21,475 New
BFIC
935
Bedell Frazier Investment Counselling
California
$2.06M +$48.2K +497 +2%
CWP
936
Cyndeo Wealth Partners
Florida
$2.06M -$178K -1,832 -8%
SWM
937
Stockman Wealth Management
Montana
$2.05M +$54.3K +560 +3%
BBWP
938
Beacon Bridge Wealth Partners
Pennsylvania
$2.04M -$830K -8,570 -29%
CAM
939
Chandler Asset Management
California
$2.03M – – –
WMA
940
West Michigan Advisors
Michigan
$2.02M -$23.5K -242 -1%
AI
941
Auour Investments
Massachusetts
$2.02M +$38.5K +395 +2%
GWM
942
GSB Wealth Management
Connecticut
$1.97M +$67.4K +696 +4%
LCM
943
Lazari Capital Management
California
$1.96M +$581K +6,000 +42%
SCP
944
Stevens Capital Partners
Nebraska
$1.95M +$88.8K +916 +5%
IIC
945
Integrated Investment Consultants
Michigan
$1.95M +$688K +7,095 +55%
AWM
946
Aries Wealth Management
Maine
$1.94M +$312K +3,219 +19%
MPWT
947
MassMutual Private Wealth & Trust
Connecticut
$1.92M +$117K +1,211 +7%
CAS
948
Coppell Advisory Solutions
Texas
$1.92M +$387K +3,984 +25%
LFG
949
Larson Financial Group
Missouri
$1.92M +$151K +1,561 +9%
TC
950
Trilogy Capital
California
$1.92M +$73.2K +755 +4%
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