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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 %
PFM
1151
Potomac Fund Management
Florida
$972K +$972K +10,031 New
BPWM
1152
Badgley Phelps Wealth Managers
Washington
$971K -$56.6K -584 -6%
BCM
1153
Bowie Capital Management
Texas
$969K – – –
BJL
1154
Brighton Jones LLC
Washington
$967K +$681K +7,030 +238%
DQRIM
1155
Dale Q Rice Investment Management
Washington
$964K +$964K +9,947 New
AFG
1156
ABLE Financial Group
Arizona
$962K -$8.66M -89,332 -90%
SC
1157
Sepio Capital
Utah
$957K -$20.1K -207 -2%
BCM
1158
Brasada Capital Management
Texas
$954K -$212K -2,207 -18%
MWM
1159
MorganRosel Wealth Management
Colorado
$948K +$13.3K +137 +1%
HWM
1160
HRC Wealth Management
Idaho
$948K +$6.11K +63 +0.6%
AM
1161
AGF Management
Ontario, Canada
$945K +$703K +7,250 +290%
EA
1162
Evergreen Advisors
Tennessee
$944K -$365K -3,765 -28%
CB
1163
Centennial Bank
Arkansas
$943K -$130K -1,341 -12%
SP
1164
Sequent Planning
Nebraska
$942K +$102K +1,050 +12%
EWA
1165
EverSource Wealth Advisors
Alabama
$939K +$502K +5,184 +115%
NFW
1166
Noble Family Wealth
Florida
$939K – – –
EE
1167
EWG Elevate
California
$938K +$687K +7,089 +273%
CIAS
1168
Capital Investment Advisory Services
North Carolina
$936K +$17.1K +176 +2%
MAS
1169
Madden Advisory Services
Florida
$932K -$131K -1,357 -12%
WIA
1170
Wealthedge Investment Advisors
New York
$927K +$927K +9,563 New
BHB
1171
Bank Hapoalim BM
Israel
$918K -$927K – –
WHCFA
1172
William Howard & Co Financial Advisors
Tennessee
$916K -$240K -2,477 -21%
AWM
1173
Aprio Wealth Management
Georgia
$916K +$317K +3,273 +53%
IWA
1174
Icon Wealth Advisors
Texas
$915K +$581K +6,001 +174%
PWMAG
1175
Pinnacle Wealth Management Advisory Group
New Jersey
$902K -$12.1K -125 -1%
45 46
47
48 49