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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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
1726
Semmax Financial Advisors
North Carolina
$2.84K
FRA
1727
Front Row Advisors
California
$2.64K
GIA
1728
GHP Investment Advisors
Colorado
$2.45K -$10.1K -103 -80%
JPWM
1729
Jamison Private Wealth Management
Georgia
$2.25K +$2.25K +23 New
FUBT
1730
First United Bank & Trust
Maryland
$1.96K
PWMG
1731
Prestige Wealth Management Group
New Jersey
$1.37K
SWM
1732
Sugarloaf Wealth Management
Georgia
$1.14K -$112K -1,178 -99%
ACM
1733
Anfield Capital Management
California
$979 +$979 +10 New
IFAM
1734
Institutional & Family Asset Management
Colorado
$914 -$794K -7,821 -100%
DF
1735
Dunhill Financial
United Kingdom
$856 +$666 +7 +350%
MWM
1736
MGB Wealth Management
Texas
$806
RCM
1737
Raleigh Capital Management
North Carolina
$686
AWM
1738
Atticus Wealth Management
Florida
$686
LB
1739
Legacy Bridge
Iowa
$490 +$490 +5 New
IHWM
1740
Iron Horse Wealth Management
Iowa
$245 +$82 +1 +50%
RFS
1741
Richardson Financial Services
Massachusetts
$78 +$78 +1 New
HI
1742
Hoey Investments
Pennsylvania
$74
CAPTRUST Financial Advisors
1743
CAPTRUST Financial Advisors
North Carolina
-$349M -3,518,843 Closed
SOMRS
1744
State of Michigan Retirement System
Michigan
-$97M -977,500 Closed
SEIA
1745
Signature Estate & Investment Advisors
California
-$26.3M -264,606 Closed
KOC
1746
Koss-Olinger Consulting
Florida
-$11.8M -118,736 Closed
SIGI
1747
Susquehanna International Group (Ireland)
Ireland
-$10.4M -104,336 Closed
CLGM
1748
Capitolis Liquid Global Markets
New York
-$9.93M -100,000 Closed
CWM
1749
Core Wealth Management
Florida
-$9.5M -95,694 Closed
IG
1750
ING Group
Netherlands
-$8.93M -90,000 Closed