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iShares Core US Aggregate Bond ETF

1,782 hedge funds and large institutions have $105B invested in iShares Core US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 904 increasing their positions, 539 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
25.77%
Holding in Top 10
354
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.36%
% of All Funds
5.12%
New
153
Increased
904
Reduced
539
Closed
102
Calls
$11.4M
Puts
$55.5M
Net Calls
-$44.1M
Net Calls Change
-$33.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1326
EverSource Wealth Advisors
Alabama
$456K -$9.52K -94 -2%
CMI
1327
Clare Market Investments
Texas
$456K -$269K -2,661 -37%
FFWA
1328
FRG Family Wealth Advisors
Washington
$454K +$454K +4,485 New
SPA
1329
Sentinel Pension Advisors
Massachusetts
$454K +$16.6K +164 +4%
SI
1330
Sprott Inc
Ontario, Canada
$451K +$20.1K +198 +5%
ATI
1331
ARK & TLK Investments
Oklahoma
$451K +$88K +869 +24%
WJA
1332
Willis Johnson & Associates
Texas
$449K +$36.7K +362 +9%
BWM
1333
Bulltick Wealth Management
Florida
$447K +$4.56K +45 +1%
HR
1334
Howe & Rusling
New York
$447K +$10.6K +105 +2%
TF
1335
Tompkins Financial
New York
$446K
VVP
1336
Venture Visionary Partners
Ohio
$446K -$2.23K -22 -0.5%
BWM
1337
Brown Wealth Management
Illinois
$441K +$441K +4,356 New
BRM
1338
Boston Research & Management
Massachusetts
$437K +$3.75K +37 +0.9%
SA
1339
Strategic Advocates
Utah
$436K -$30K -296 -6%
PAA
1340
Peregrine Asset Advisers
Oregon
$436K
MFWP
1341
Mosaic Family Wealth Partners
Missouri
$433K +$10.1K +100 +2%
OWM
1342
Orgel Wealth Management
Wisconsin
$429K -$368K -3,638 -46%
PGF
1343
Plan Group Financial
Oklahoma
$428K +$428K +4,226 New
PA
1344
Promethium Advisors
Maryland
$428K +$428K +4,223 New
WIA
1345
Wetzel Investment Advisors
Indiana
$427K -$14.3M -140,739 -97%
HWM
1346
Hassell Wealth Management
Louisiana
$426K -$689 -7 -0.2%
RBC
1347
Romano Brothers & Co
Illinois
$424K +$15.2K +150 +4%
SIGI
1348
Susquehanna International Group (Ireland)
Ireland
$424K -$951K -9,387 -69%
HDIM
1349
Hanson & Doremus Investment Management
Vermont
$421K
NCM
1350
Noesis Capital Mangement
Florida
$420K -$49.6K -490 -11%