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iShares Core US Aggregate Bond ETF

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.

Holders
1,913
Holders Change
+131
Holders Change %
+7.35%
% of All Funds
25.48%
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
Name Market Value Shares Shares
Change
Shares
Change %
CWM
1826
Consultiva Wealth Management
Puerto Rico
$30.7K 317 +317 New
VWM
1827
Venturi Wealth Management
Texas
$30.5K 315 -2,275 -88%
JAM
1828
JCIC Asset Management
Ontario, Canada
$30.5K 315
WTA
1829
Washington Trust Advisors
Massachusetts
$30.4K 314 -203 -39%
EWA
1830
Elevate Wealth Advisory
Georgia
$30.1K 311
WWM
1831
Wagner Wealth Management
South Carolina
$29.6K 305 -1 -0.3%
ACA
1832
Atlas Capital Advisors
Wyoming
$29.1K 300
CNBTD
1833
Citizens National Bank Trust Department
Mississippi
$29.1K 300
GWP
1834
Gen-Wealth Partners
Michigan
$28.5K 294 +3 +1%
WAG
1835
Wiser Advisor Group
Arizona
$27.1K 280 +4 +1%
C
1836
Covestor
United Kingdom
$26K 265 -8 -3%
KA
1837
Kozak & Associates
Colorado
$25.9K 268 +268 New
ADL
1838
Asset Dedication LLC
California
$25.1K 259
BCPWM
1839
Bradley & Co Private Wealth Management
Florida
$24.6K 254 +254 New
KWM
1840
Kiker Wealth Management
Georgia
$24.3K 251 +251 New
SA
1841
SRH Advisors
Kansas
$24.2K 250 -58 -19%
GFPC
1842
Global Financial Private Client
Florida
$23.9K 247
AWM
1843
AllSquare Wealth Management
New York
$22.8K 235
VWM
1844
Vermillion Wealth Management
Minnesota
$22.3K 230 +230 New
HFS
1845
Hopwood Financial Services
Virginia
$21.9K 226 +226 New
HNB
1846
Hilltop National Bank
Wyoming
$21.3K 220
FGC
1847
Financial Gravity Companies
Texas
$21.2K 219 +13 +6%
SIC
1848
SJS Investment Consulting
Ohio
$20.6K 213
MMCM
1849
Murphy & Mullick Capital Management
New York
$19.8K 204 +204 New
CAWM
1850
Capital A Wealth Management
Pennsylvania
$19.5K 201 +201 New