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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 %
LWCFA
1576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K
WCM
1577
Wunderlich Capital Managemnt
Tennessee
$111K
BCV
1578
Banque Cantonale Vaudoise
Switzerland
$108K
EDRH
1579
Edmond de Rothschild Holding
Switzerland
$104K +$45.6K +466 +78%
RBC
1580
Roble Belko & Company
Pennsylvania
$103K +$392 +4 +0.4%
CT
1581
Cambridge Trust
Massachusetts
$101K -$121K -1,238 -55%
HWP
1582
Highline Wealth Partners
California
$100K +$75.4K +770 +301%
CPG
1583
Cornerstone Planning Group
New Jersey
$99.3K
HIIFS
1584
Harel Insurance Investments & Financial Services
Israel
$99K
MFC
1585
Mechanics Financial Corp
Ohio
$97.9K
WSC
1586
Wellington Shields & Co
New York
$95.8K
ZC
1587
Zeit Capital
Colorado
$94.5K -$2.02M -20,642 -96%
NRC
1588
New Republic Capital
North Carolina
$94.1K
AC
1589
Arjuna Capital
North Carolina
$92.7K +$92.7K +946 New
PP
1590
Pacifica Partners
Canada
$92K +$35.2K +361 +62%
AIM
1591
Anchor Investment Management
South Carolina
$91.6K -$31.4K -321 -26%
CT
1592
Clearstead Trust
Maine
$91.5K -$39.2K -400 -30%
CHC
1593
City Holding Co
West Virginia
$88.9K -$95.6K -976 -52%
GFL
1594
Granite FO LLC
New Hampshire
$88.6K +$1.91K +19 +2%
NA
1595
Nordwand Advisors
Pennsylvania
$87.5K
PPWM
1596
PFG Private Wealth Management
Florida
$87.3K +$4.6K +47 +6%
DFA
1597
DHJJ Financial Advisors
Illinois
$86.2K -$13.3K -136 -13%
IGWM
1598
ICA Group Wealth Management
Colorado
$86.1K -$37.9K -387 -31%
BLC
1599
Brown, Lisle/Cummings
Rhode Island
$85.5K -$15.7K -160 -15%
GWANC
1600
Guardian Wealth Advisors (North Carolina)
North Carolina
$85.2K -$979 -10 -1%