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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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
TFG
1276
Tilson Financial Group
New Jersey
$457K -$8.82K -90 -2%
VFPI
1277
Vantage Financial Partners (Illinois)
Illinois
$455K -$2.74K -28 -0.6%
JWCA
1278
J.W. Coons Advisors
Ohio
$449K
CD
1279
Chapin Davis
Maryland
$449K +$7.05K +72 +2%
HHGA
1280
Halbert Hargrove Global Advisors
California
$447K +$2.55K +26 +0.6%
BFA
1281
Beaumont Financial Advisors
Massachusetts
$445K -$30.8K -314 -6%
GAB
1282
German American Bancorp
Indiana
$445K -$5.78K -59 -1%
SPA
1283
Sentinel Pension Advisors
Massachusetts
$443K -$6.95K -71 -2%
GWM
1284
GDS Wealth Management
Texas
$442K -$28.2K -288 -6%
GCM
1285
Gables Capital Management
Florida
$441K +$139K +1,424 +46%
VVP
1286
Venture Visionary Partners
Ohio
$438K +$1.86K +19 +0.4%
SIM
1287
Stratos Investment Management
Ohio
$438K -$1.04M -10,610 -70%
BO
1288
Bank OZK
Arkansas
$435K +$64.1K +654 +17%
OPA
1289
Old Port Advisors
Maine
$435K -$165K -1,689 -28%
MWM
1290
Melfa Wealth Management
Massachusetts
$434K +$434K +4,436 New
PWS
1291
Peterson Wealth Services
Utah
$433K -$55.1K -563 -11%
EWA
1292
EverSource Wealth Advisors
Alabama
$432K -$123K -1,288 -22%
AM
1293
AGF Management
Ontario, Canada
$431K -$29.4K -300 -6%
TWP
1294
Tempus Wealth Planning
California
$431K -$8.91K -91 -2%
HR
1295
Howe & Rusling
New York
$430K -$12.4K -127 -3%
MI
1296
Motiv8 Investments
Florida
$430K +$430K +4,390 New
BWM
1297
Bulltick Wealth Management
Florida
$428K
SOS
1298
Silver Oak Securities
Tennessee
$427K -$79.7K -814 -16%
LLWM
1299
Life Line Wealth Management
California
$424K +$43.7K +446 +11%
TSMHT
1300
Thurston Springer Miller Herd & Titak
Indiana
$423K +$423K +4,322 New