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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 %
BWA
1026
Beam Wealth Advisors
Louisiana
$1.5M +$92.6K +956 +7%
AW
1027
Avion Wealth
Texas
$1.49M +$2.04K +21 +0.1%
VF
1028
Vawter Financial
Ohio
$1.49M +$99.2K +1,024 +7%
PWP
1029
Phillips Wealth Planners
Mississippi
$1.49M +$229K +2,386 +18%
PCS
1030
Private Client Services
Kentucky
$1.48M -$320K -3,298 -18%
SIS
1031
Sound Income Strategies
Florida
$1.48M +$7.36K +76 +0.5%
DP
1032
Dearborn Partners
Illinois
$1.48M -$232K -2,391 -14%
MWS
1033
MFA Wealth Services
California
$1.47M +$1.47M +15,179 New
BP
1034
Ballentine Partners
Massachusetts
$1.47M -$3.97M -41,002 -73%
BCM
1035
Bourgeon Capital Management
Connecticut
$1.45M +$176K +1,821 +14%
Neuberger Berman Group
1036
Neuberger Berman Group
New York
$1.45M -$286K -2,956 -17%
AIS
1037
American Investment Services
Massachusetts
$1.43M -$396K -4,087 -22%
WAAG
1038
Wealth Alliance Advisory Group
Kansas
$1.43M +$284K +2,928 +25%
Bessemer Group
1039
Bessemer Group
New Jersey
$1.43M -$538K -5,550 -27%
HWMO
1040
Heritage Wealth Management (Ohio)
Ohio
$1.42M +$208K +2,145 +17%
CRC
1041
Curi RMB Capital
Illinois
$1.42M +$70.3K +725 +5%
AP
1042
Agilis Partners
Massachusetts
$1.4M – – –
NEPWA
1043
New England Private Wealth Advisors
Massachusetts
$1.4M -$12.8K -132 -0.9%
LA
1044
Lifeworks Advisors
Michigan
$1.37M -$251K -2,595 -16%
PWA
1045
Physician Wealth Advisors
Utah
$1.37M +$405K +4,176 +42%
BCA
1046
Bay Colony Advisors
Massachusetts
$1.36M -$103K -1,068 -7%
WWM
1047
Western Wealth Management
Colorado
$1.35M -$746K -7,698 -36%
HCM
1048
Howland Capital Management
Massachusetts
$1.34M -$88K -908 -6%
RTL
1049
Red Tortoise LLC
Georgia
$1.34M +$14K +144 +1%
GS
1050
GTS Securities
New York
$1.32M +$1.32M +13,646 New
40 41
42
43 44