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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 %
JAM
1676
JCIC Asset Management
Ontario, Canada
$31.3K
FP
1677
Financial Perspectives
Minnesota
$31.2K -$5.96K -60 -16%
KFS
1678
Kelly Financial Services
Massachusetts
$30.9K -$34K -343 -52%
TIM
1679
Tortoise Investment Management
New York
$30.8K -$7.85K -79 -20%
SA
1680
SRH Advisors
Kansas
$30.6K
EWA
1681
Elevate Wealth Advisory
Georgia
$30.6K +$30.6K +308 New
CTC
1682
Cetera Trust Company
Minnesota
$28.3K +$28.3K +285 New
VL
1683
Vima LLC
Michigan
$26.6K +$26.6K +268 New
HWP
1684
Highline Wealth Partners
California
$25.4K
BCPWM
1685
Bradley & Co Private Wealth Management
Florida
$25.2K
SIC
1686
SJS Investment Consulting
Ohio
$25.2K +$2.28K +23 +10%
EC
1687
Elequin Capital
New York
$25K +$25K +252 New
ADL
1688
Asset Dedication LLC
California
$25K
GFPC
1689
Global Financial Private Client
Florida
$24.5K
FPF
1690
First Pacific Financial
Washington
$24.5K +$24.5K +247 New
RWM
1691
Ruedi Wealth Management
Illinois
$23.8K +$298 +3 +1%
AWM
1692
AllSquare Wealth Management
New York
$23.3K
LC
1693
Lindbrook Capital
California
$23.2K
SVCP
1694
Silicon Valley Capital Partners
California
$22.8K +$298 +3 +1%
AWM
1695
Aspire Wealth Management
Massachusetts
$20.3K
MSG
1696
Main Street Group
Virginia
$19.9K +$19.9K +200 New
POIA
1697
Pin Oak Investment Advisors
Texas
$19K
LWANC
1698
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.1K
SA
1699
Scarborough Advisors
Maryland
$17.1K +$17.1K +172 New
EAM
1700
Eukles Asset Management
Ohio
$17K