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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 %
ANB
201
Amarillo National Bank
Texas
$37.5M 383,266 -37,280 -9%
EH
202
Equitable Holdings
New York
$37.4M 381,759 +6,365 +2%
MWM
203
Mascoma Wealth Management
New Hampshire
$37.1M 378,984 +59,322 +19%
TCM
204
Twele Capital Management
Minnesota
$36.9M 376,873 -170,154 -31%
RSWM
205
Robertson Stephens Wealth Management
California
$36.4M 371,686 +57,988 +18%
JWM
206
Janiczek Wealth Management
Colorado
$36.3M 371,083 +34,767 +10%
FBB
207
Fulton Breakefield Broenniman
Maryland
$35.9M 366,602 +6,149 +2%
GWM
208
GoalFusion Wealth Management
Texas
$35.6M 362,993 +79,014 +28%
BA
209
Bristlecone Advisors
Washington
$35.4M 361,924 +48,004 +15%
CIP
210
Capital Insight Partners
Arizona
$35.1M 358,357 +12,607 +4%
KP
211
Keel Point
Alabama
$35M 357,561 +71,748 +25%
DFC
212
DB Fitzpatrick & Co
Idaho
$34.9M 356,519 +59,456 +20%
DWM
213
Dakota Wealth Management
Florida
$34.9M 356,367 +288,511 +425%
WA
214
Wilshire Advisors
California
$34.5M 352,266 +18,625 +6%
NMIMC
215
Northwestern Mutual Investment Management Company
Wisconsin
$34.5M 351,980 +4,875 +1%
TWA
216
Tandem Wealth Advisors
Arizona
$34.4M 353,370 +8,978 +3%
AF
217
Allworth Financial
California
$34.4M 351,271 -19,973 -5%
CM
218
Cornerstone Management
Georgia
$34.2M 348,823 +13,956 +4%
VFPW
219
Vantage Financial Partners (Wisconsin)
Wisconsin
$33.8M 344,802 +9,482 +3%
AWM
220
Apollon Wealth Management
South Carolina
$33.7M 343,935 -257,405 -43%
TCM
221
TD Capital Management
Tennessee
$33.6M 343,462 -23,377 -6%
VAMG
222
Voisard Asset Management Group
Michigan
$33.4M 341,323 +14,408 +4%
GRP
223
Global Retirement Partners
California
$33.1M 338,136 +16,772 +5%
AFAS
224
Acorn Financial Advisory Services
Virginia
$33.1M 337,823 +103,416 +44%
LFS
225
Legacy Financial Strategies
Kansas
$32.9M 335,819 +10,603 +3%