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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 %
WEG
1301
World Equity Group
Illinois
$423K -$14.3K -146 -3%
SC
1302
SouthState Corp
Florida
$423K +$73.4K +749 +21%
MCG
1303
McCollum Christoferson Group
New York
$421K
CWA
1304
Centennial Wealth Advisory
Michigan
$420K +$25.5K +260 +6%
AWM
1305
Aries Wealth Management
Maine
$416K +$416K +4,248 New
HWM
1306
Hassell Wealth Management
Louisiana
$414K +$414K +4,329 New
Tudor Investment Corp
1307
Tudor Investment Corp
Connecticut
$412K -$1.15M -11,732 -74%
FMP
1308
Financial Management Professionals
Texas
$410K -$1.76K -18 -0.4%
MFWP
1309
Mosaic Family Wealth Partners
Missouri
$409K -$59.2K -604 -13%
MC
1310
Middleton & Co
Massachusetts
$408K -$50.4K -515 -11%
AC
1311
Abbrea Capital
California
$408K
HDIM
1312
Hanson & Doremus Investment Management
Vermont
$407K +$65K +664 +19%
HAC
1313
Harbor Advisory Corp
New Hampshire
$406K
HFP
1314
Holistic Financial Partners
Indiana
$400K +$490 +5 +0.1%
W
1315
WealthCollab
Washington
$400K
MHR
1316
Matthew Hamilton Rosenberg
$399K +$72K +743 +22%
UB
1317
Umpqua Bank
Oregon
$397K +$397K +4,057 New
OFS
1318
OneAscent Financial Services
Alabama
$395K -$570K -5,822 -59%
SDWMA
1319
Schneider Downs Wealth Management Advisors
Pennsylvania
$394K -$26.1K -267 -6%
CA
1320
Continuum Advisory
Idaho
$393K -$84.9K -880 -18%
WJA
1321
Willis Johnson & Associates
Texas
$392K +$19.7K +201 +5%
SC
1322
Summa Corp
Texas
$392K +$392K +4,000 New
FRA
1323
Frank Rimerman Advisors
California
$391K
Calamos Advisors
1324
Calamos Advisors
Illinois
$391K +$141K +1,443 +57%
HCM
1325
Hengehold Capital Management
Ohio
$391K +$90.5K +924 +30%