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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 %
SBLIC
601
Security Benefit Life Insurance Company
Kansas
$4.12M +$4.12M +41,300 New
CAWM
602
Capital Advisors Wealth Management
Washington
$4.11M +$3.64M +36,510 +777%
HW
603
Hamilton Wealth
California
$4.1M +$1.23M +12,350 +43%
SSW
604
Smith Shellnut Wilson
Mississippi
$4.08M +$115K +1,156 +3%
AWE
605
Avidian Wealth Enterprises
Texas
$4.08M +$1.01M +10,166 +33%
SWRP
606
Summit Wealth & Retirement Planning
California
$4.07M +$380K +3,813 +10%
FAM
607
Frontier Asset Management
Wyoming
$4.06M +$7.67K +77 +0.2%
CW
608
CreativeOne Wealth
Kansas
$4.03M +$1.46M +14,644 +57%
HWA
609
Hillcrest Wealth Advisors
New Jersey
$4.01M -$59.8K -600 -1%
P
610
Pitcairn
Pennsylvania
$3.98M -$7.59M -76,151 -66%
VWA
611
V Wealth Advisors
Kansas
$3.97M +$664K +6,665 +20%
SG
612
Sharper & Granite
California
$3.96M +$1.11M +11,115 +39%
FA
613
Fiduciary Alliance
South Carolina
$3.93M +$255K +2,558 +7%
SIAM
614
Sterling Investment Advisors (Missouri)
Missouri
$3.93M +$178K +1,787 +5%
SVWAG
615
Sound View Wealth Advisors Group
Georgia
$3.9M +$624K +6,267 +19%
FA
616
Fiducient Advisors
Illinois
$3.87M +$399 +4 +0%
BFA
617
Bluestem Financial Advisors
Illinois
$3.86M -$6.08K -61 -0.2%
JIR
618
James Investment Research
Ohio
$3.81M +$1.2M +12,009 +46%
TT
619
TI-Trust
Illinois
$3.8M +$97K +974 +3%
SFA
620
Source Financial Advisors
New York
$3.8M -$48.1K -483 -1%
PWPS
621
Pinnacle Wealth Planning Services
Ohio
$3.76M -$495K -4,964 -12%
GKWIM
622
Gerber Kawasaki Wealth & Investment Management
California
$3.75M +$345K +3,458 +10%
BA
623
Ballew Advisors
Mississippi
$3.7M +$33.1K +336 +0.9%
KLCM
624
KG&L Capital Management
Louisiana
$3.69M -$121K -1,217 -3%
FA
625
Flagstar Advisors
New York
$3.66M -$294K -2,953 -7%
23 24
25
26 27