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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 %
PAG
1626
Paladin Advisory Group
Iowa
$53K +$4.36K +45 +9%
CJ
1627
Caitlin John
Michigan
$52.9K -$1.86K -19 -3%
NFSG
1628
Newbridge Financial Services Group
Florida
$52.1K -$30.2K -309 -37%
GWSG
1629
GPS Wealth Strategies Group
Colorado
$51.1K +$14.6K +149 +40%
RG
1630
Retirement Group
California
$50.1K -$10.7K -109 -18%
CWM
1631
CarsonAllaria Wealth Management
Illinois
$45.4K +$196 +2 +0.4%
PCG
1632
PFC Capital Group
California
$45K +$45K +467 New
AWA
1633
Alaska Wealth Advisors
Alaska
$44.2K +$2.64K +27 +6%
SC
1634
Steph & Co
Wisconsin
$41.4K -$72K -735 -63%
TCM
1635
Tradewinds Capital Management
Washington
$40.2K
CYG
1636
Clean Yield Group
Vermont
$39.8K
HIA
1637
Harbor Investment Advisory
Maryland
$38.4K -$301K -3,075 -89%
WWM
1638
Wolff Wiese Magana
California
$38K
FMTCOCP
1639
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K
EWA
1640
Elevate Wealth Advisory
Georgia
$34.3K +$4.11K +42 +14%
RWM
1641
Ruedi Wealth Management
Illinois
$33.8K +$10.5K +107 +45%
LI
1642
LRI Investments
Florida
$33.7K +$33.7K +344 New
BWP
1643
Baldwin Wealth Partners
Massachusetts
$31.8K
CIA
1644
Cape Investment Advisory
Georgia
$31.7K
CLOS
1645
Compagnie Lombard Odier SCmA
Switzerland
$31K
ACA
1646
American Capital Advisory
Idaho
$31K +$29.7K +298 +2,292%
VWM
1647
Venturi Wealth Management
Texas
$30.9K -$100K -1,025 -76%
JAM
1648
JCIC Asset Management
Ontario, Canada
$30.9K
FP
1649
Financial Perspectives
Minnesota
$30.8K
TIM
1650
Tortoise Investment Management
New York
$30.6K +$294 +3 +1%