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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 %
CB
1351
Cadence Bank
Mississippi
$358K -$21.1K -215 -6%
CIR
1352
Clear Investment Research
Georgia
$357K +$1.86K +19 +0.5%
IC
1353
IEQ Capital
California
$356K -$9.4K -96 -3%
HGERS
1354
Householder Group Estate & Retirement Specialist
Arizona
$355K +$18.8K +192 +6%
MCWA
1355
Meadow Creek Wealth Advisors
Georgia
$354K
UWM
1356
USAdvisors Wealth Management
Minnesota
$354K -$333K -3,398 -48%
HWP
1357
Hibernia Wealth Partners
Louisiana
$354K +$354K +3,610 New
OWM
1358
Orgel Wealth Management
Wisconsin
$352K -$531K -5,417 -60%
ETIA
1359
Epic Trust Investment Advisors
Washington
$351K -$44.5K -454 -11%
SWA
1360
SOA Wealth Advisors
New York
$350K -$23.7K -242 -6%
EP
1361
Essential Planning
New Hampshire
$349K +$7.94K +80 +2%
CWM
1362
CCG Wealth Management
California
$343K -$3.98M -40,628 -92%
AT
1363
Arden Trust
Delaware
$343K -$54.1K -552 -14%
BJL
1364
Brighton Jones LLC
Washington
$341K -$103K -1,051 -23%
NSIM
1365
North Star Investment Management
Illinois
$340K -$44.5K -454 -12%
HS
1366
Horan Securities
United States
$339K -$51.4K -525 -13%
RMC
1367
Regis Management Company
California
$339K
EAM
1368
Evanson Asset Management
California
$338K +$1.96K +20 +0.6%
JFA
1369
JNBA Financial Advisors
Minnesota
$337K -$23.2K -237 -6%
PIFP
1370
Partners in Financial Planning
Virginia
$337K +$337K +3,436 New
MAM
1371
Milestone Asset Management
Pennsylvania
$335K +$110K +1,119 +49%
HCP
1372
Hexagon Capital Partners
Arkansas
$335K -$16.2K -165 -5%
SWP
1373
Semus Wealth Partners
Florida
$335K +$90.2K +921 +37%
SHJ
1374
Sharkey, Howes & Javer
Colorado
$333K +$34K +347 +11%
WCWM
1375
Willow Creek Wealth Management
California
$331K