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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.

Holders
1,733
Holders Change
-23
Holders Change %
-1.31%
% of All Funds
25.13%
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 Market Value Shares Shares
Change
Shares
Change %
PCG
151
Prosperity Consulting Group
Maryland
$56.6M 578,000 +527,100 +1,036%
FCH
152
Freestone Capital Holdings
Washington
$54.9M 560,466 +7,493 +1%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$54.7M 558,320 +285,578 +105%
JWA
154
JFS Wealth Advisors
Pennsylvania
$54.5M 556,100 +46,790 +9%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$54.3M 554,534 +34,800 +7%
RJT
156
Raymond James Trust
Florida
$54.3M 554,371 +65,727 +13%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$53.8M 558,613 +12,465 +2%
PWA
158
Provenance Wealth Advisors
Florida
$52.4M 534,897 +2,405 +0.5%
Macquarie Group
159
Macquarie Group
Australia
$51.8M 529,088 +411,294 +349%
PP
160
PDS Planning
Ohio
$51.5M 525,927 +26,738 +5%
BHWM
161
Bar Harbor Wealth Management
New Hampshire
$51.3M 523,406 +27,509 +6%
AF
162
Affiance Financial
Minnesota
$51.2M 522,665 +33,680 +7%
PEGL
163
P/E Global LLC
Massachusetts
$50.7M 517,526 -6,228,050 -92%
TA
164
TruWealth Advisors
Louisiana
$50M 510,400 +24,790 +5%
BBA
165
BLB&B Advisors
Pennsylvania
$49.9M 509,077 +43,374 +9%
SHWM
166
Smith & Howard Wealth Management
Georgia
$49.5M 505,288 +150,014 +42%
LS
167
Liquid Strategies
Georgia
$49.1M 501,119 +29,463 +6%
CHP
168
Cable Hill Partners
Oregon
$48.2M 489,137
AFC
169
Adaptive Financial Consulting
Ohio
$48M 490,059 +16,680 +4%
FWI
170
Facet Wealth Inc
Maryland
$48M 498,458 -67,322 -12%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$48M 489,894 -426,246 -47%
KPWS
172
Kestra Private Wealth Services
Texas
$47.8M 488,475 +24,593 +5%
Schroder Investment Management Group
173
Schroder Investment Management Group
United Kingdom
$47.8M 488,398 -359,815 -42%
SGI
174
Summit Global Investments
Utah
$46.6M 475,688 -163,167 -26%
FHA
175
First Horizon Advisors
Tennessee
$46.4M 473,831 +1,626 +0.3%