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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$784M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$675M
3
Goldman Sachs
Goldman Sachs
New York
+$584M
4
Wells Fargo
Wells Fargo
California
+$391M
5
RJA
Raymond James & Associates
Florida
+$293M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$754M
3
PEGL
P/E Global LLC
Massachusetts
-$610M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$349M
5
USAA
United Services Automobile Association
Texas
-$267M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
1451
Sheaff Brock Investment Advisors
Indiana
$263K – – –
B
1452
Bensler
Washington
$262K -$71.8K -733 -22%
QS
1453
Quantitative Strategies
California
$260K +$18.4K +188 +8%
CAL
1454
Capital Advisors Ltd
Ohio
$259K +$71.7K +733 +38%
KV
1455
Kickstand Ventures
New York
$258K -$1.76K -18 -0.7%
ATI
1456
ARK & TLK Investments
Oklahoma
$258K +$258K +2,631 New
FA
1457
Fiduciary Alliance
South Carolina
$256K -$395K -4,076 -61%
MA
1458
Montag & Associates
Georgia
$255K – – –
KC
1459
Knuff & Co
California
$255K – – –
PWA
1460
Pillar Wealth Advisors
Pennsylvania
$254K +$254K +2,593 New
WCG
1461
Weaver Consulting Group
California
$254K -$48.8K -498 -16%
S
1462
Sachetta
Massachusetts
$254K +$1.49K +15 +0.6%
CC
1463
Cadinha & Co
Hawaii
$253K -$15.2K -155 -6%
T
1464
TNF
Montana
$252K -$13.7K -144 -5%
HFA
1465
High Falls Advisors
New York
$252K +$252K +2,574 New
CF
1466
Copperwynd Financial
Arizona
$252K -$1.14M -11,679 -82%
ITIM
1467
Indiana Trust & Investment Management
Indiana
$251K -$12.3K -126 -5%
KWM
1468
Kaydan Wealth Management
Michigan
$251K +$251K +2,559 New
AR
1469
Apeiron RIA
Texas
$250K – – –
ARG
1470
Advisory Resource Group
Oklahoma
$250K -$2.35K -24 -0.9%
CCAL
1471
City Center Advisors LLC
Michigan
$249K +$249K +2,543 New
SWM
1472
Segment Wealth Management
Texas
$249K +$32.3K +330 +15%
Fiera Capital (Canada)
1473
Fiera Capital (Canada)
Quebec, Canada
$248K -$269K -2,747 -52%
SAM
1474
SignalPoint Asset Management
Missouri
$248K +$2.55K +26 +1%
LSIA
1475
LaSalle St. Investment Advisors
Illinois
$248K +$10.1K +102 +4%
57 58
59
60 61