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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 %
OFG
1401
Oxford Financial Group
Indiana
$308K +$109K +1,117 +55%
DAM
1402
Delta Asset Management
Tennessee
$308K
NEPPG
1403
New England Professional Planning Group
Rhode Island
$308K
SCM
1404
Stordahl Capital Management
Colorado
$308K -$45.2K -461 -13%
ZIG
1405
Zullo Investment Group
Pennsylvania
$305K -$112K -1,140 -27%
TCM
1406
Twin Capital Management
Pennsylvania
$305K +$305K +3,124 New
KFGK
1407
Keystone Financial Group (Kentucky)
Kentucky
$305K +$39.5K +403 +15%
EHC
1408
Everett Harris & Co
California
$303K -$112K -1,140 -27%
NCM
1409
Noesis Capital Mangement
Florida
$301K +$392 +4 +0.1%
CJFS
1410
Coulter & Justus Financial Services
Tennessee
$301K +$301K +3,074 New
SC
1411
Stephenson & Company
California
$301K
PIM
1412
Penobscot Investment Management
Massachusetts
$301K -$267K -2,731 -47%
CPCM
1413
Cardinal Point Capital Management
Ontario, Canada
$300K
PPC
1414
Park Place Capital
Alabama
$300K -$1.57K -16 -0.5%
VCM
1415
Vivaldi Capital Management
Illinois
$300K +$37.4K +389 +14%
AGC
1416
Aspen Grove Capital
Colorado
$299K +$299K +3,048 New
DWM
1417
Defined Wealth Management
Oregon
$298K +$298K +3,040 New
IFO
1418
Independent Family Office
New York
$297K
FWP
1419
Falcon Wealth Planning
California
$297K -$18.8K -192 -6%
CF
1420
Centaurus Financial
California
$293K -$43.1K -440 -13%
TWG
1421
The Wealth Group
Minnesota
$292K +$292K +3,036 New
DSA
1422
Droms Strauss Advisors
Missouri
$292K +$18.4K +188 +7%
JGCM
1423
Joseph Group Capital Management
Ohio
$291K +$72.9K +744 +33%
TA
1424
TrueWealth Advisors
Alabama
$290K -$106K -1,081 -27%
HFS
1425
Hoge Financial Services
Pennsylvania
$289K -$252K -2,569 -47%