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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$1.73B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.35B
3
Goldman Sachs
3
Goldman Sachs
New York
$2.47B
4
Wells Fargo
4
Wells Fargo
California
$5.7B
5
RJA
5
Raymond James & Associates
Florida
$6.47B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.66B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$755M
3
PEGL
3
P/E Global LLC
Massachusetts
$50.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$0
5
USAA
5
United Services Automobile Association
Texas
$532M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$9.35B 95,445,808 +6,894,255 +8%
RJA
2
Raymond James & Associates
Florida
$6.47B 66,048,359 +2,987,134 +5%
Wells Fargo
3
Wells Fargo
California
$5.7B 58,218,886 +3,993,000 +7%
BlackRock
4
BlackRock
New York
$4.3B 43,928,382 -853,584 -2%
Bank of America
5
Bank of America
North Carolina
$4.03B 41,100,436 -1,045,403 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.86B 39,436,538 -1,345,273 -3%
US Bancorp
7
US Bancorp
Minnesota
$3.1B 31,699,004 +2,691,016 +9%
Morgan Stanley
8
Morgan Stanley
New York
$2.66B 27,116,168 -28,669,362 -51%
Goldman Sachs
9
Goldman Sachs
New York
$2.47B 25,219,523 +5,963,661 +31%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$1.73B 17,640,346 +2,567,557 +17%
Betterment LLC
11
Betterment LLC
New York
$1.73B 17,624,085 +8,008,077 +83%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$1.69B 17,226,230 +2,455,461 +17%
Northern Trust
13
Northern Trust
Illinois
$1.43B 14,625,716 +650,270 +5%
Charles Schwab
14
Charles Schwab
California
$1.25B 12,789,785 -1,427,027 -10%
Creative Planning
15
Creative Planning
Kansas
$1.24B 12,640,172 +85,010 +0.7%
AA
16
Acorns Advisers
California
$1.02B 10,425,631 +763,022 +8%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.02B 10,420,989 +1,582,075 +18%
Ameriprise
18
Ameriprise
Minnesota
$987M 10,059,890 +1,337,140 +15%
WI
19
WealthNavi Inc
Japan
$928M 9,472,127 +404,738 +4%
UBS Group
20
UBS Group
Switzerland
$920M 9,395,144 +162,135 +2%
FCBT
21
First Citizens Bank & Trust
North Carolina
$913M 9,324,792 +1,500,742 +19%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
$829M 8,462,773 +867,598 +11%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$828M 8,458,275 +442,724 +6%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$769M 7,848,421 -1,080,781 -12%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$755M 7,705,516 -7,699,091 -50%
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