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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 %
Vanguard Group
1476
Vanguard Group
Pennsylvania
$247K -$794K -8,106 -76%
CCP
1477
Carmel Capital Partners
California
$245K +$245K +2,503 New
LODC
1478
Lanham O'Dell & Company
West Virginia
$245K +$245K +2,500 New
JWM
1479
Jessup Wealth Management
Ohio
$245K +$784 +8 +0.3%
OCFG
1480
O'Connor Financial Group
Illinois
$244K -$18K -184 -7%
AFS
1481
AFG Fiduciary Services
Massachusetts
$242K +$9.69K +100 +4%
CWS
1482
Confluence Wealth Services
Pennsylvania
$241K +$241K +2,463 New
C1AG
1483
Client 1st Advisory Group
Florida
$240K – – –
WG
1484
Watchman Group
Texas
$240K -$162K -1,650 -40%
CTC
1485
Central Trust Company
Missouri
$239K +$13.9K +142 +6%
JSL
1486
JT Stratford LLC
Georgia
$239K -$1.07M -10,924 -82%
WLIM
1487
White Lighthouse Investment Management
Massachusetts
$238K -$7.93K -81 -3%
BCMLT
1488
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K +$105K +1,071 +80%
BWM
1489
Brickley Wealth Management
California
$236K -$14.5K -148 -6%
LWA
1490
Lantern Wealth Advisors
New York
$235K +$235K +2,404 New
BA
1491
Brightwater Advisory
Florida
$235K +$235K +2,400 New
FSA
1492
Fort Sheridan Advisors
Illinois
$232K – – –
TCOT
1493
Trust Company of Toledo
Ohio
$230K -$7.35K -75 -3%
MWM
1494
Merriman Wealth Management
Washington
$228K +$228K +2,328 New
SOAG
1495
Silver Oak Advisory Group
Oregon
$228K – – –
DWM
1496
Darwin Wealth Management
Florida
$227K -$21.8K -223 -9%
LPP
1497
Life Planning Partners
Florida
$225K +$136K +1,385 +151%
GRA
1498
Golden Road Advisors
Florida
$225K -$392 -4 -0.2%
FWM
1499
Focused Wealth Management
New York
$225K +$588 +6 +0.3%
WAOTB
1500
Wealth Advisors of Tampa Bay
Florida
$224K – – –
58 59
60
61 62