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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 %
GEA
1376
Glen Eagle Advisors
New Jersey
$331K -$6.86K -70 -2%
UBG
1377
United Bank (Georgia)
Georgia
$331K +$15.4K +157 +5%
SL
1378
SWMG LLC
Texas
$330K -$40.4K -413 -11%
PWM
1379
Pacific Wealth Management
California
$330K
PMA
1380
Prudent Man Advisors
Illinois
$329K -$45.3K -463 -12%
BFG
1381
Beacon Financial Group
Texas
$325K +$93.7K +957 +41%
ACS
1382
Archford Capital Strategies
Illinois
$324K +$11.9K +121 +4%
SSW
1383
Stone Summit Wealth
Florida
$323K -$63.8K -651 -16%
WBC
1384
West Branch Capital
Massachusetts
$323K +$28.9K +295 +10%
RWIA
1385
Roger Wittlin Investment Advisory
California
$322K +$1.86K +19 +0.6%
PPWP
1386
Premier Path Wealth Partners
New Jersey
$322K +$322K +2,967 New
1WM
1387
1900 Wealth Management
Texas
$321K -$2.95M -30,141 -90%
LF
1388
Lee Financial
Texas
$321K -$202K -2,061 -39%
FHC
1389
First Heartland Consultants
Missouri
$321K -$36.2K -369 -10%
CMP
1390
Courage Miller Partners
Virginia
$320K
BBA
1391
Braun-Bostich & Associates
Pennsylvania
$320K -$4.73M -48,317 -94%
HNWA
1392
Henrickson Nauta Wealth Advisors
Michigan
$319K -$981K -10,244 -75%
PP
1393
PrairieView Partners
Minnesota
$318K +$129K +1,317 +68%
LWM
1394
Lyell Wealth Management
California
$315K +$19.6K +200 +7%
FFA
1395
Founders Financial Alliance
North Carolina
$315K +$108K +1,103 +52%
BWL
1396
Bogart Wealth LLC
Virginia
$314K -$392 -4 -0.1%
CJH
1397
Christopher J. Hasenberg
Wisconsin
$314K -$46.7K -477 -13%
TW
1398
TrinityPoint Wealth
Connecticut
$313K +$26.7K +273 +9%
FWA
1399
FSM Wealth Advisors
Ohio
$312K -$165K -1,680 -35%
Wealthfront Advisers
1400
Wealthfront Advisers
California
$310K -$49.9K -510 -14%