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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 %
SSC
1376
Syverson Strege & Co
Iowa
$499K -$144K -1,488 -22%
CWM
1377
Cornerstone Wealth Management
Missouri
$499K -$4.26K -44 -0.8%
AA
1378
ACT Advisors
North Carolina
$497K +$273K +2,816 +122%
MWM
1379
Modern Wealth Management
Kansas
$496K -$25.5K -263 -5%
NG
1380
NWK Group
California
$495K +$14.7K +152 +3%
SWA
1381
Sax Wealth Advisors
New Jersey
$494K +$49.1K +507 +11%
HIS
1382
Harvest Investment Services
Illinois
$494K +$494K +5,094 New
EFG
1383
Elios Financial Group
Ohio
$492K -$160K -1,650 -25%
IAS
1384
IMA Advisory Services
Colorado
$492K +$492K +5,074 New
AFW
1385
Atlantic Family Wealth
Florida
$489K +$489K +5,049 New
VFM
1386
Vision Financial Markets
Connecticut
$485K +$485K +5,000 New
BMA
1387
Brooks Moore & Associates
Tennessee
$485K +$485K +5,000 New
PWM
1388
Power Wealth Management
Georgia
$484K -$46K -475 -9%
CIM
1389
Confluence Investment Management
Missouri
$484K +$484K +4,990 New
BFA
1390
Beacon Financial Advisory
Ohio
$482K +$33.8K +349 +8%
NA
1391
Note Advisors
New York
$482K +$482K +4,975 New
PWMG
1392
Pinnacle Wealth Management Group
Michigan
$481K -$267K -2,752 -36%
RWIA
1393
Roger Wittlin Investment Advisory
California
$479K -$389K -4,016 -45%
SI
1394
Sprott Inc
Ontario, Canada
$478K +$46.4K +479 +11%
SOS
1395
Silver Oak Securities
Tennessee
$475K -$109K -1,127 -19%
JWCA
1396
J.W. Coons Advisors
Ohio
$474K +$13.8K +142 +3%
GA
1397
GSG Advisors
New Jersey
$474K +$5.04K +52 +1%
CCG
1398
Coastwise Capital Group
California
$473K -$8.04K -83 -2%
CMI
1399
Clare Market Investments
Texas
$473K +$36.7K +379 +8%
CD
1400
Chapin Davis
Maryland
$473K – – –
54 55
56
57 58