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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 %
RK
951
Rather & Kittrell
Tennessee
$1.91M -$214K -2,206 -10%
FNWM
952
Financial Network Wealth Management
Utah
$1.91M -$46.6K -481 -2%
AM
953
Atwater Malick
Pennsylvania
$1.9M +$33K +341 +2%
SA
954
Skyline Advisors
Washington
$1.9M -$14.2M -146,056 -88%
GEM
955
Global Endowment Management
North Carolina
$1.9M +$1.9M +19,600 New
LKBC
956
L.K. Benson & Company
Maryland
$1.88M +$1.88M +19,364 New
TVAMP
957
Tennessee Valley Asset Management Partners
Tennessee
$1.87M +$445K +4,596 +31%
PA
958
Pinnacle Associates
New York
$1.87M -$25K -258 -1%
EFA
959
Evernest Financial Advisors
Indiana
$1.87M +$150K +1,546 +9%
NFP
960
Narus Financial Partners
Utah
$1.86M +$232K +2,391 +14%
MWM
961
Meridian Wealth Management
Kentucky
$1.86M +$7.95K +82 +0.4%
TSW
962
Thompson Siegel & Walmsley
Virginia
$1.86M -$202K -2,086 -10%
FA
963
Fermata Advisors
California
$1.83M -$890K -9,180 -33%
UCB
964
United Community Bank
South Carolina
$1.82M -$19.4K -200 -1%
LAMNM
965
Longview Asset Management (New Mexico)
New Mexico
$1.82M +$1.82M +18,783 New
MA
966
Mosaic Advisors
Texas
$1.81M -$727K -7,501 -29%
E3F
967
Eight 31 Financial
Texas
$1.81M -$168K -1,736 -9%
IP
968
Ignite Planners
California
$1.81M +$74.6K +771 +4%
ECM
969
Evergreen Capital Management
Washington
$1.8M -$10.8K -111 -0.6%
HKIM
970
Hayek Kallen Investment Management
Alabama
$1.79M -$122K -1,255 -6%
SSB
971
Sandy Spring Bank
Maryland
$1.78M -$435K -4,489 -20%
SW
972
SlateStone Wealth
Florida
$1.78M -$211K -2,175 -11%
NWAG
973
Net Worth Advisory Group
Utah
$1.77M -$107K -1,108 -6%
HWMC
974
Heritage Wealth Management (California)
California
$1.77M +$81.6K +842 +5%
RWM
975
Rialto Wealth Management
New York
$1.77M +$1.77M +18,219 New
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