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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.

Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.13%
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 Market Value Shares Shares
Change
Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$128M 1,309,789 -29,393 -2%
GIM
77
GE Investment Management
Connecticut
$126M 1,281,472 +1,281,472 New
1832 Asset Management
78
1832 Asset Management
Ontario, Canada
$124M 1,262,301 +10,485 +0.8%
Osaic Holdings
79
Osaic Holdings
Arizona
$123M 1,254,506 -2,432,144 -66%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$121M 1,232,022 +180,967 +17%
DWM
81
Destination Wealth Management
California
$120M 1,230,158 +217,352 +21%
CWM
82
Campbell Wealth Management
Virginia
$120M 1,221,368 +528,748 +76%
CST
83
Charles Schwab Trust
Nevada
$119M 1,217,636 +5,967 +0.5%
CTB
84
Country Trust Bank
Illinois
$118M 1,207,043 -166,674 -12%
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$114M 1,165,874 +470,760 +68%
BCM
86
Brookstone Capital Management
Illinois
$113M 1,158,576 +606,444 +110%
SCP
87
Stamos Capital Partners
California
$113M 1,156,800 +453,750 +65%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$111M 1,128,732 -164,109 -13%
MML Investors Services
89
MML Investors Services
Massachusetts
$107M 1,094,792 +26,645 +2%
RCG
90
Rock Creek Group
District of Columbia
$105M 1,277,485 +381,494 +43%
AssetMark Inc
91
AssetMark Inc
California
$104M 1,063,258 -165,862 -13%
GLLW
92
Graves Light Lenhart Wealth
Virginia
$100M 1,025,314 +161,964 +19%
MCCA
93
Mill Creek Capital Advisors
Pennsylvania
$99.9M 1,019,581 -421,039 -29%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$97.2M 992,843 +37,069 +4%
Sumitomo Mitsui Trust Group
95
Sumitomo Mitsui Trust Group
Japan
$97.2M 992,594
RA
96
Rational Advisors
New York
$95.4M 973,864 -39,965 -4%
EW
97
Evoke Wealth
California
$92.5M 944,326 +939,346 +18,862%
PS
98
Principal Securities
Iowa
$91.8M 937,024 -96,598 -9%
TW
99
Trajan Wealth
Arizona
$89.5M 913,459 +913,459 New
KWM
100
Kingsview Wealth Management
Oregon
$89.5M 913,407 +77,460 +9%