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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 %
NCM
451
Northwest Capital Management
Oregon
$7.78M -$1.94M -19,434 -20%
AF
452
Apexium Financial
Texas
$7.68M -$265K -2,658 -3%
Brown Advisory
453
Brown Advisory
Maryland
$7.68M +$724K +7,266 +10%
WT
454
Whittier Trust
California
$7.67M -$953K -9,564 -11%
FAT
455
First American Trust
California
$7.66M -$118K -1,184 -2%
CGFA
456
Colton Groome Financial Advisors
North Carolina
$7.64M +$2.37M +23,830 +45%
BRWA
457
B. Riley Wealth Advisors
Florida
$7.59M +$2.08M +20,889 +38%
Nomura Asset Management
458
Nomura Asset Management
Japan
$7.57M -$2.25M -22,600 -23%
THL
459
Tillman Hartley LLC
Colorado
$7.53M +$169K +1,694 +2%
AIA
460
Arbor Investment Advisors
North Carolina
$7.51M -$828K -8,313 -10%
AI
461
Accredited Investors
Minnesota
$7.45M -$1.75M -17,588 -19%
TWM
462
Tanglewood Wealth Management
Texas
$7.39M -$1.09M -10,976 -13%
SQA
463
Simon Quick Advisors
New Jersey
$7.3M -$194K -1,949 -3%
FCM
464
Firestone Capital Management
Florida
$7.28M +$164K +1,647 +2%
SGCA
465
Steel Grove Capital Advisors
Tennessee
$7.25M +$124K +1,249 +2%
COI
466
Connable Office Inc
Michigan
$7.23M -$991K -9,941 -12%
CBC
467
Coombe, Bender & Co
New York
$7.21M +$1.66M +16,616 +30%
SAI
468
Systematic Alpha Investments
New Jersey
$7.17M – – –
FFP
469
Forbes Financial Planning
Rhode Island
$7.13M +$1.61M +16,186 +29%
PP
470
Prudential plc
United Kingdom
$7.1M +$443K +4,451 +7%
WA
471
Waverly Advisors
Alabama
$7.08M -$1.32M -13,277 -16%
EFM
472
Eley Financial Management
Vermont
$7.01M +$405K +4,063 +6%
MWPCG
473
Measured Wealth Private Client Group
New Hampshire
$7M -$344K -3,448 -5%
OFS
474
Oldfather Financial Services
Nebraska
$6.97M +$639K +6,411 +10%
HI
475
Harbour Investments
Wisconsin
$6.97M +$1.33M +13,341 +24%
17 18
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