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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 %
FPGT
976
Financial Partners Group (Tennessee)
Tennessee
$1.27M -$277K -2,833 -18%
BFC
977
Blue Fin Capital
Rhode Island
$1.25M -$22K -225 -2%
CWA
978
Clearview Wealth Advisors
Oregon
$1.24M -$1.14M -11,613 -48%
GPA
979
Garrison Point Advisors
California
$1.24M +$58.3K +595 +5%
LJAC
980
L.J. Altfest & Co
New York
$1.24M +$5.48K +56 +0.4%
MWP
981
Madison Wealth Partners
Wisconsin
$1.23M -$328K -3,349 -21%
TTWM
982
TCV Trust & Wealth Management
Virginia
$1.23M – – –
AF
983
Apollon Financial
South Carolina
$1.22M -$65.8K -672 -5%
BG
984
Benedetti & Gucer
Georgia
$1.21M +$236K +2,414 +24%
SWA
985
Sax Wealth Advisors
New Jersey
$1.21M -$945K -9,644 -44%
SB
986
Strategic Blueprint
Georgia
$1.21M -$66.3K -677 -5%
NS
987
NBC Securities
Alabama
$1.21M -$13.7K -139 -1%
JCM
988
Jacobi Capital Management
Pennsylvania
$1.21M -$233K -2,381 -16%
CP
989
Castleview Partners
Texas
$1.2M -$1.57K -16 -0.1%
BCA
990
Bay Colony Advisors
Massachusetts
$1.2M -$18.1K -185 -1%
HIC
991
Hartline Investment Corp
Illinois
$1.2M +$1.2M +12,285 New
SA
992
Stewardship Advisors
Pennsylvania
$1.2M +$80.6K +823 +7%
SW
993
SteelPeak Wealth
California
$1.2M -$4.07M -41,534 -77%
VFG
994
V2 Financial group
Illinois
$1.19M -$35.3K -360 -3%
MFG
995
MidWestOne Financial Group
Iowa
$1.19M +$73.3K +748 +7%
LA
996
Lifeworks Advisors
Michigan
$1.19M -$337K -3,436 -22%
EFA
997
Evernest Financial Advisors
Indiana
$1.19M +$266K +2,791 +29%
SC
998
Schiavi & Co
Delaware
$1.18M -$962K -9,821 -45%
LWM
999
LongView Wealth Management
Georgia
$1.18M +$12.1K +124 +1%
ISL
1000
Ingalls & Snyder LLC
New York
$1.18M – – –
38 39
40
41 42