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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 %
TVWM
1651
Tower View Wealth Management
Wisconsin
$30.5K +$30.5K +311 New
SA
1652
SRH Advisors
Kansas
$30.2K – – –
PAIM
1653
Punch & Associates Investment Management
Minnesota
$29.4K -$57.3K -585 -66%
CNBTD
1654
Citizens National Bank Trust Department
Mississippi
$29.4K -$17.1K -175 -37%
ACA
1655
Atlas Capital Advisors
Wyoming
$29.4K +$29.4K +300 New
AWM
1656
Activest Wealth Management
Florida
$27.1K -$571K -5,828 -95%
FPF
1657
First Pacific Financial
Washington
$26.9K +$2.74K +28 +11%
FCT
1658
First Community Trust
Iowa
$25.5K +$25.5K +260 New
ADL
1659
Asset Dedication LLC
California
$25K – – –
BCPWM
1660
Bradley & Co Private Wealth Management
Florida
$24.9K – – –
MFA
1661
Morling Financial Advisors
California
$24.4K +$24.4K +249 New
GFPC
1662
Global Financial Private Client
Florida
$23.9K – – –
PCMC
1663
Planning Capital Management Corporation
Pennsylvania
$23.8K +$23.8K +243 New
CWP
1664
Concord Wealth Partners
Virginia
$23.6K -$112K -1,148 -83%
AWM
1665
AllSquare Wealth Management
New York
$23K – – –
SVCP
1666
Silicon Valley Capital Partners
California
$22.7K +$98 +1 +0.4%
HNB
1667
Hilltop National Bank
Wyoming
$21.5K +$21.5K +220 New
TLA
1668
Tanglewood Legacy Advisors
Texas
$21.4K -$68.2K -695 -76%
SIC
1669
SJS Investment Consulting
Ohio
$20.7K -$4.21K -43 -17%
FCMT
1670
Founders Capital Management (Texas)
Texas
$19.6K -$29.4K -300 -60%
MSG
1671
Main Street Group
Virginia
$19.4K – – –
LWANC
1672
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.8K – – –
GWS
1673
Glassman Wealth Services
Virginia
$17K +$4.98K +51 +41%
EAM
1674
Eukles Asset Management
Ohio
$16.7K – – –
VAG
1675
VisionPoint Advisory Group
Texas
$16.2K +$16.1K +165 +16,500%
65 66
67
68 69