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iShares Core US Aggregate Bond ETF

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.74%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
YDMI
1651
Y.D. More Investments
Israel
$59.6K
VF
1652
VitalStone Financial
Texas
$59K -$4.55K -46 -7%
PP
1653
Pacifica Partners
Canada
$56.5K
CJ
1654
Caitlin John
Michigan
$55.5K +$55.5K +559 New
BONH
1655
Bank of New Hampshire
New Hampshire
$55.2K
WCAMG
1656
Woodard & Company Asset Management Group
North Carolina
$54.6K +$54.6K +550 New
PAG
1657
Paladin Advisory Group
Iowa
$49.8K -$279K -2,812 -85%
FCMT
1658
Founders Capital Management (Texas)
Texas
$49.6K -$24.8K -250 -33%
CNBTD
1659
Citizens National Bank Trust Department
Mississippi
$47.1K -$9.93K -100 -17%
CWM
1660
CarsonAllaria Wealth Management
Illinois
$45.8K -$26.5K -267 -37%
HCA
1661
Heck Capital Advisors
Wisconsin
$42.5K -$9.82K -99 -19%
AWA
1662
Alaska Wealth Advisors
Alaska
$42.1K +$42.1K +424 New
TCM
1663
Tradewinds Capital Management
Washington
$40.7K -$20K -202 -33%
CYG
1664
Clean Yield Group
Vermont
$40.3K
WWM
1665
Wolff Wiese Magana
California
$38.5K +$37.5K +378 +3,780%
GWSG
1666
GPS Wealth Strategies Group
Colorado
$37K
FMTCOCP
1667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K -$195K -1,940 -84%
AGWCA
1668
Annis Gardner Whiting Capital Advisors
Florida
$35.6K
KFP
1669
Keener Financial Planning
Texas
$35K +$35K +355 New
KA
1670
Kozak & Associates
Colorado
$34.6K +$34.6K +352 New
AT
1671
Arlington Trust
Alabama
$32.7K +$32.7K +329 New
KHC
1672
Koesten Hirschmann & Crabtree
Kansas
$32.4K +$3.37K +34 +12%
BWP
1673
Baldwin Wealth Partners
Massachusetts
$32.3K
CIA
1674
Cape Investment Advisory
Georgia
$32.1K -$88.1K -887 -73%
CLOS
1675
Compagnie Lombard Odier SCmA
Switzerland
$31.5K