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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,609 hedge funds and large institutions have $74.9B invested in iShares Core US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 688 increasing their positions, 624 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,609
Holders Change
-11
Holders Change %
-0.68%
% of All Funds
25.75%
Holding in Top 10
306
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.16%
% of All Funds
4.9%
New
144
Increased
688
Reduced
624
Closed
118
Calls
$20.2M
Puts
$1.73M
Net Calls
+$18.5M
Net Calls Change
+$58.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$644M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$569M
3
US Bancorp
US Bancorp
Minnesota
+$521M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$445M
5
RJA
Raymond James & Associates
Florida
+$416M

Top Sellers

1
BlackRock
BlackRock
New York
-$305M
2
USAA
United Services Automobile Association
Texas
-$227M
3
CS
Credit Suisse
Switzerland
-$142M
4
MCM
MKP Capital Management
New York
-$126M
5
BF
BOK Financial
Oklahoma
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
226
Visionary Wealth Advisors
Illinois
$25.4M +$7.94M +79,724 +46%
QFA
227
Quattro Financial Advisors
Texas
$25.4M -$88.7K -890 -0.3%
ICMARC
228
International City Management Association Retirement Corp
District of Columbia
$25.3M – – –
SPP
229
Single Point Partners
Massachusetts
$25.1M +$227K +2,280 +0.9%
KAS
230
Kestra Advisory Services
Texas
$24.7M -$14.7M -147,849 -37%
RFC
231
Regions Financial Corp
Alabama
$24.6M +$260K +2,612 +1%
EH
232
Equitable Holdings
New York
$24.5M -$4.38M -43,931 -15%
BA
233
Bristlecone Advisors
Washington
$24.3M +$9.2M +92,308 +61%
MAM
234
Madison Asset Management
Wisconsin
$24.2M -$589K -5,907 -2%
CIP
235
Capital Insight Partners
Arizona
$24.2M +$10.6M +105,964 +78%
AF
236
Allworth Financial
California
$24M +$535K +5,372 +2%
GVAG
237
Great Valley Advisor Group
Delaware
$23.8M +$3.99M +40,080 +20%
DWA
238
Divergent Wealth Advisors
Utah
$23.7M +$109K +1,090 +0.5%
FWI
239
Facet Wealth Inc
Maryland
$23.6M +$2.44M +24,469 +12%
VA
240
Valmark Advisers
Ohio
$23.5M +$795K +7,981 +3%
SWM
241
Shakespeare Wealth Management
Wisconsin
$23.4M -$204K -2,052 -0.9%
WCG
242
Wall Capital Group
Arizona
$23.3M +$23.2M +232,909 +27,629%
BBWP
243
Beacon Bridge Wealth Partners
Pennsylvania
$23.1M +$5.17M +51,878 +29%
CBT
244
Central Bank & Trust
Kentucky
$22.9M +$713K +7,153 +3%
HP
245
Hilltop Partners
Indiana
$22.9M +$21.9M +219,649 +2,200%
SIGI
246
Susquehanna International Group (Ireland)
Ireland
$22.8M +$14.3M +143,894 +169%
Financial Engines Advisors
247
Financial Engines Advisors
California
$22.6M -$32.9M -330,447 -59%
SPC
248
Sigma Planning Corp
Michigan
$22.4M -$2.89M -28,979 -11%
MTC
249
Matrix Trust Company
Colorado
$22.4M -$213K -2,139 -0.9%
Corient Private Wealth
250
Corient Private Wealth
Florida
$22.3M -$35.4M -355,752 -61%
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