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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 %
WAS
1601
Winch Advisory Services
Wisconsin
$84.6K
BHWM
1602
Beaird Harris Wealth Management
Texas
$84K -$18.2K -186 -18%
TCOV
1603
Trust Company of Vermont
Vermont
$82K -$84.8K -866 -51%
BIM
1604
Breakwater Investment Management
Washington
$81.9K +$81.9K +836 New
FIM
1605
Fernwood Investment Management
Massachusetts
$79.4K +$79.4K +811 New
YDMI
1606
Y.D. More Investments
Israel
$78.4K +$19.6K +200 +33%
CWM
1607
Cranbrook Wealth Management
Michigan
$75.2K -$54.2K -553 -42%
KFS
1608
Kelly Financial Services
Massachusetts
$71K +$40.6K +414 +133%
CICI
1609
Capital Investment Counsel Inc
North Carolina
$67.4K
VanEck Associates
1610
VanEck Associates
New York
$67K +$67K +684 New
MFT
1611
Moisand Fitzgerald Tamayo
Florida
$66.4K -$71.2K -727 -52%
AGWCA
1612
Annis Gardner Whiting Capital Advisors
Florida
$66.2K +$31K +317 +88%
BFO
1613
Biltmore Family Office
North Carolina
$64.9K
SIM
1614
Studio Investment Management
Illinois
$64.3K +$64.3K +657 New
VC
1615
Vestor Capital
Illinois
$63K +$3.13K +32 +5%
KHC
1616
Koesten Hirschmann & Crabtree
Kansas
$62.8K +$30.7K +314 +96%
HCA
1617
Heck Capital Advisors
Wisconsin
$62.3K +$20.3K +207 +48%
EBA
1618
Eagle Bay Advisors
New York
$61.6K +$52.7K +538 +591%
PFBT
1619
Parkside Financial Bank & Trust
Missouri
$60.8K +$196 +2 +0.3%
WC
1620
Westwind Capital
New Mexico
$59K
CTC
1621
Cetera Trust Company
Minnesota
$58.8K +$30.9K +315 +111%
GGI
1622
Godsey & Gibb Inc
Virginia
$57K -$9.89K -101 -15%
VF
1623
VitalStone Financial
Texas
$57K -$1.37K -14 -2%
WTA
1624
Washington Trust Advisors
Massachusetts
$55.5K -$14.7K -150 -21%
BONH
1625
Bank of New Hampshire
New Hampshire
$54.5K