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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,597 hedge funds and large institutions have $79.3B invested in iShares Core US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 756 increasing their positions, 587 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,597
Holders Change
-29
Holders Change %
-1.78%
% of All Funds
25.46%
Holding in Top 10
318
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+2.25%
% of All Funds
5.07%
New
108
Increased
756
Reduced
587
Closed
111
Calls
$15.7M
Puts
$9.17M
Net Calls
+$6.49M
Net Calls Change
-$6.73M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.71B
2
USAA
2
United Services Automobile Association
Texas
$665M
3
RJA
3
Raymond James & Associates
Florida
$5.83B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.26B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$8.4B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.63B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
NL
3
NEPC LLC
Massachusetts
$0
4
OPAM
4
Ocean Park Asset Management
California
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$1.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$6.49M -$1.53M -16,238 -19%
SIGI
502
Susquehanna International Group (Ireland)
Ireland
$6.48M +$6.48M +68,960 New
SAM
503
Simplify Asset Management
Nevada
$6.48M +$5.57M +59,265 +615%
PA
504
PFW Advisors
Georgia
$6.47M +$32.4K +345 +0.5%
GFG
505
Goldstone Financial Group
Illinois
$6.42M +$66.5K +707 +1%
FFA
506
Farther Finance Advisors
California
$6.36M +$1.49M +15,848 +31%
VWM
507
Valley Wealth Managers
New Jersey
$6.28M +$6.24M +66,399 +18,863%
SQA
508
Simon Quick Advisors
New Jersey
$6.27M -$545K -5,796 -8%
EFG
509
Erickson Financial Group
Pennsylvania
$6.26M +$33.5K +356 +0.5%
CFG
510
Cosner Financial Group
Colorado
$6.24M +$520K +5,532 +9%
OFS
511
Oldfather Financial Services
Nebraska
$6.23M -$249K -2,649 -4%
Luther King Capital Management (LKCM)
512
Luther King Capital Management (LKCM)
Texas
$6.22M -$6.49M – –
BBW
513
Blue Barn Wealth
Utah
$6.21M +$377K +4,012 +6%
QCG
514
Quadrant Capital Group
Ohio
$6.18M -$230K -2,442 -4%
P
515
Palladiem
Pennsylvania
$6.18M -$1.69M -18,010 -22%
JWCA
516
J.W. Cole Advisors
Florida
$6.16M +$1.18M +12,518 +24%
SAG
517
Spotlight Asset Group
Illinois
$6.13M -$160K -1,706 -3%
JHCP
518
Jackson Hole Capital Partners
Oklahoma
$6.06M -$263K -2,794 -4%
MBTD
519
Mechanics Bank - Trust Department
California
$6.05M +$197K +2,100 +3%
AF
520
Arrow Financial
New York
$6.05M +$1.46M +15,503 +32%
VI
521
Vestcor Inc
New Brunswick, Canada
$6.04M – – –
WIC
522
Whitegate Investment Counselors
New Hampshire
$6.04M +$467K +4,967 +8%
ES
523
Eagle Strategies
New York
$6.03M -$3.09M -32,864 -34%
HIA
524
HTG Investment Advisors
Connecticut
$6M +$1.92M +20,421 +47%
CW
525
CreativeOne Wealth
Kansas
$5.99M -$3.6M -38,325 -38%
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