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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 %
TWM
1276
Thrive Wealth Management
Pennsylvania
$644K +$644K +6,644 New
CIC
1277
Carnegie Investment Counsel
Ohio
$643K -$44.4K -458 -6%
BWM
1278
BKM Wealth Management
Wisconsin
$637K -$959K -9,893 -60%
IL
1279
Investure LLC
Virginia
$636K +$636K +6,565 New
WF
1280
Warner Financial
Maryland
$636K -$34.6K -357 -5%
LRIA
1281
Leonard Rickey Investment Advisors
Washington
$635K +$36.5K +377 +6%
PP
1282
Patten & Patten
Tennessee
$635K -$22.4K -231 -3%
PPC
1283
Pennington Partners & Co
Maryland
$634K +$634K +6,547 New
MAM
1284
MMA Asset Management
Pennsylvania
$627K -$765K -7,899 -55%
CA
1285
Cambridge Advisors
Nebraska
$626K – – –
Bank Julius Baer & Co
1286
Bank Julius Baer & Co
Switzerland
$623K +$43.1K +403 +7%
EWM
1287
Empirical Wealth Management
Washington
$620K -$9.5K -98 -2%
TYCC
1288
Texas Yale Capital Corp
Florida
$619K -$158K -1,630 -20%
BWP
1289
BSW Wealth Partners
Colorado
$619K +$335K +3,454 +118%
VCS
1290
Vaughan & Co Securities
New Jersey
$619K -$68.7K -709 -10%
MCA
1291
MSH Capital Advisors
Arizona
$618K -$54.1K -558 -8%
LWA
1292
LifeGoal Wealth Advisors
New York
$615K +$615K +6,347 New
AF
1293
Aviso Financial
Ontario, Canada
$615K – – –
FAG
1294
Fortitude Advisory Group
Washington
$612K -$25.3K -261 -4%
RPGK
1295
Retirement Planning Group (Kansas)
Kansas
$611K -$27.3K -282 -4%
CJH
1296
Christopher J. Hasenberg
Wisconsin
$610K +$24.5K +253 +4%
SGWM
1297
Sterling Group Wealth Management
California
$610K – – –
CMBA
1298
C.M. Bidwell & Associates
Hawaii
$609K +$33.4K +345 +6%
MA
1299
Montag & Associates
Georgia
$608K – – –
HIP
1300
HUB Investment Partners
Texas
$608K +$118K +1,215 +24%
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