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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 %
DT
351
Diversified Trust
Tennessee
$12M +$1.28M +12,851 +12%
RHP
352
Royal Harbor Partners
Texas
$11.9M +$7.03M +70,515 +143%
PFM
353
Peak Financial Management
Massachusetts
$11.9M +$320K +3,212 +3%
AWM
354
Aprio Wealth Management
Georgia
$11.8M +$11.3M +113,875 +2,387%
GFWA
355
Grey Fox Wealth Advisors
Delaware
$11.8M +$793K +7,956 +7%
RFG
356
RFP Financial Group
Georgia
$11.6M +$32K +321 +0.3%
RC
357
Roundview Capital
New Jersey
$11.6M +$206K +2,068 +2%
FA
358
FC Advisory
Pennsylvania
$11.5M -$289K -2,900 -2%
PCA
359
Peddock Capital Advisors
Massachusetts
$11.5M +$2.48M +24,862 +27%
SCP
360
Silverleafe Capital Partners
Tennessee
$11.5M -$283K -2,845 -2%
BWCS
361
Beirne Wealth Consulting Services
Connecticut
$11.5M +$131K +1,314 +1%
VHAM
362
Van Hulzen Asset Management
California
$11.4M -$368K -3,693 -3%
FTA
363
Financial & Tax Architects
Missouri
$11.4M +$1.59M +15,982 +16%
Daiwa Securities Group
364
Daiwa Securities Group
Japan
$11.4M +$19.9K +200 +0.2%
SFP
365
Shepherd Financial Partners
Massachusetts
$11.4M +$8.66M +86,904 +320%
CB
366
Commerce Bank
Missouri
$11.3M -$10.3M -103,765 -48%
IWM
367
IHT Wealth Management
Illinois
$11.2M +$373K +3,748 +3%
P
368
Palladiem
Pennsylvania
$11.2M +$11.2M +112,514 New
PFA
369
Pure Financial Advisors
California
$11.2M +$1.12M +11,246 +11%
NAM
370
NorthCrest Asset Manangement
Minnesota
$11.1M +$11.1M +111,580 New
HFS
371
HBC Financial Services
Washington
$11.1M +$121K +1,226 +1%
CWA
372
Continuum Wealth Advisors
New York
$11M +$5.42M +54,394 +97%
AA
373
AJ Advisors
Tennessee
$10.9M +$259K +2,601 +2%
MW
374
MBL Wealth
North Carolina
$10.9M +$2.55M +25,642 +31%
RA
375
Ruggaard & Associates
Ohio
$10.7M +$10.7M +107,497 New
13 14
15
16 17