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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.75%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.18%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.54B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.53B
3
US Bancorp
3
US Bancorp
Minnesota
$2.88B
4
Prudential Financial
4
Prudential Financial
New Jersey
$738M
5
PEGL
5
P/E Global LLC
Massachusetts
$669M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$21.1M
2
Charles Schwab
2
Charles Schwab
California
$1.41B
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$62.6M
4
FA
4
Fiducient Advisors
Illinois
$4.99M
5
SAG
5
SageView Advisory Group
California
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
226
Legacy Financial Strategies
Kansas
$32.3M 325,216 +7,327 +2%
MWM
227
Mascoma Wealth Management
New Hampshire
$31.7M 319,662 +12,746 +4%
GRP
228
Global Retirement Partners
California
$31.6M 321,364 +28,003 +10%
FHB
229
First Hawaiian Bank
Hawaii
$31.2M 314,739 +19,470 +7%
BA
230
Bristlecone Advisors
Washington
$31.2M 313,920 -41,165 -12%
RSWM
231
Robertson Stephens Wealth Management
California
$31.1M 313,698 +126,731 +68%
BOH
232
Bank of Hawaii
Hawaii
$30.9M 311,215 +24,395 +9%
GFA
233
Gallagher Fiduciary Advisors
Illinois
$30.3M 305,783 -4,082 -1%
SC
234
Syon Capital
California
$29.9M 301,250 -587,126 -66%
AWA
235
Archvest Wealth Advisors
California
$29.9M 300,971 +69,322 +30%
DFC
236
DB Fitzpatrick & Co
Idaho
$29.5M 297,063 -40,623 -12%
SFSG
237
Sound Financial Strategies Group
Mississippi
$29.2M 294,070 +294,070 New
BB
238
Bell Bank
North Dakota
$29.1M 293,375 +5,800 +2%
TCM
239
Towercrest Capital Management
Pennsylvania
$28.7M 289,164 +15,740 +6%
CAG
240
Crestwood Advisors Group
Massachusetts
$28.7M 288,980 +77,313 +37%
GP
241
Gridiron Partners
Pennsylvania
$28.6M 287,692 +287,692 New
BC
242
Bartlett & Co
Ohio
$28.4M 285,425 -133,026 -32%
BCWM
243
Bartlett & Co Wealth Management
Ohio
$28.4M 285,425 -133,026 -32%
KP
244
Keel Point
Alabama
$28.4M 285,813 -11,987 -4%
GWM
245
GoalFusion Wealth Management
Texas
$28.2M 283,979 +4,464 +2%
EIG
246
Ellenbecker Investment Group
Wisconsin
$28M 282,306 -13,151 -4%
CB
247
Commerce Bank
Missouri
$27.9M 281,391 +64,882 +30%
GBI
248
GP Brinson Investments
Illinois
$27.9M 280,650 +172,960 +161%
PWM
249
Prentice Wealth Management
New York
$27.8M 279,890 +11,939 +4%
LI
250
LVZ Inc
Michigan
$27.7M 279,030 -4,637 -2%
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