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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 %
AC
1701
AlphaCore Capital
California
$16.3K
IWP
1702
IAG Wealth Partners
Wisconsin
$16.2K
VNA
1703
Valley National Advisers
Pennsylvania
$16K +$10.2K +105 +178%
VWWMG
1704
Vermillion & White Wealth Management Group
Pennsylvania
$15.3K +$15.3K +154 New
BC
1705
Barrett & Company
Rhode Island
$15.2K
PA
1706
Pineridge Advisors
Missouri
$15K +$15K +151 New
IRC
1707
Investors Research Corp
Georgia
$14.9K -$5.16K -52 -26%
DJSG
1708
D.J. St. Germain
Massachusetts
$14.5K +$12.8K +129 +759%
ME
1709
McIlrath & Eck
Washington
$14.3K
LWA
1710
Lowe Wealth Advisors
Maryland
$14.1K
C
1711
Covestor
United Kingdom
$14K -$3.7K -37 -21%
TCPG
1712
Trivant Custom Portfolio Group
California
$13.3K -$893 -9 -6%
FWM
1713
FSA Wealth Management
Massachusetts
$13K +$13K +136 New
GIA
1714
GHP Investment Advisors
Colorado
$12.7K +$12.7K +128 New
PK
1715
Pflug Koory
Nebraska
$12.6K
NRG
1716
Nemes Rush Group
Michigan
$12.6K -$893 -9 -7%
MAWCM
1717
Mine & Arao Wealth Creation & Management
California
$12.6K
GWS
1718
Glassman Wealth Services
Virginia
$12.2K +$99 +1 +0.8%
TH
1719
TCTC Holdings
Texas
$12.2K
MIM
1720
Macroview Investment Management
Maryland
$12K -$594 -6 -5%
FPB
1721
First PREMIER Bank
South Dakota
$11K
HPC
1722
HM Payson & Co
Maine
$10.9K -$8.93K -90 -45%
WWM
1723
Wagner Wealth Management
South Carolina
$10.4K
SOW
1724
State of Wyoming
Wyoming
$9.93K
CAM
1725
Clarity Asset Management
Iowa
$9.86K +$9.86K +99 New