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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,913 hedge funds and large institutions have $108B invested in iShares Core US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 881 increasing their positions, 573 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% of All Funds
25.47%
Holding in Top 10
358
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.13%
% of All Funds
4.77%
New
288
Increased
881
Reduced
573
Closed
117
Calls
$11.8M
Puts
$19.2M
Net Calls
-$7.48M
Net Calls Change
+$36.6M

Top Buyers

1
JHU
Johns Hopkins University
Maryland
$1.37B
2
Ameriprise
Ameriprise
Minnesota
$1.85B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$12.5B
4
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$1.29B
5
Morgan Stanley
Morgan Stanley
New York
$3.16B

Top Sellers

1
BlackRock
BlackRock
New York
$4.16B
2
Goldman Sachs
Goldman Sachs
New York
$1.8B
3
USAA
United Services Automobile Association
Texas
$286M
4
SOMRS
State of Michigan Retirement System
Michigan
$0
5
US Bancorp
US Bancorp
Minnesota
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
1726
Runnymede Capital Advisors
Ohio
$161K +$161K +1,666 New
DSC
1727
Duncker Streett & Co
Missouri
$161K – – –
CPA
1728
Cardiff Park Advisors
California
$158K +$1.65K +17 +1%
GWANC
1729
Guardian Wealth Advisors (North Carolina)
North Carolina
$156K +$72.2K +745 +86%
SIM
1730
Synergy Investment Management
Florida
$156K +$156K +1,615 New
BHWM
1731
Beaird Harris Wealth Management
Texas
$154K +$72.8K +751 +90%
RMP
1732
Richards, Merrill & Peterson
Washington
$148K +$148K +1,529 New
CA
1733
Centerpoint Advisors
Massachusetts
$148K +$13.4K +139 +10%
MAS
1734
MPWM Advisory Solutions
Georgia
$147K +$147K +1,520 New
JFA
1735
JNBA Financial Advisors
Minnesota
$147K -$45.7K -472 -24%
AGWCA
1736
Annis Gardner Whiting Capital Advisors
Florida
$146K +$7.46K +77 +5%
BSB
1737
Bangor Savings Bank
Maine
$145K – – –
CSC
1738
Caldwell Sutter Capital
California
$143K -$2.23K -23 -2%
CBT
1739
Crews Bank & Trust
Florida
$142K +$142K +1,463 New
CSPIA
1740
Cary Street Partners Investment Advisory
Virginia
$140K -$4.95M -51,108 -97%
RI
1741
Ridgewood Investments
New Jersey
$138K – – –
ETS
1742
ESL Trust Services
New York
$136K – – –
YDMI
1743
Y.D. More Investments
Israel
$133K +$55.2K +570 +71%
AEPWM
1744
Atlantic Edge Private Wealth Management
Florida
$131K +$4.85K +50 +4%
PSFG
1745
Park Square Financial Group
Georgia
$131K +$131K +1,349 New
FPB
1746
First PREMIER Bank
South Dakota
$130K +$120K +1,233 +1,163%
PPC
1747
Park Place Capital
Alabama
$128K -$72.8K -751 -36%
VWM
1748
Valley Wealth Managers
New Jersey
$128K -$37K -382 -22%
FF
1749
Friedenthal Financial
New Jersey
$126K -$28.6K -295 -18%
GJIA
1750
Glass Jacobson Investment Advisors
Maryland
$126K – – –
68 69
70
71 72