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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.74%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.17%
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
Morgan Stanley
New York
+$3.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$933M
3
US Bancorp
US Bancorp
Minnesota
+$305M
4
Prudential Financial
Prudential Financial
New Jersey
+$294M
5
PEGL
P/E Global LLC
Massachusetts
+$292M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$46.7B
2
Charles Schwab
Charles Schwab
California
-$390M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$245M
4
FA
Fiducient Advisors
Illinois
-$229M
5
SAG
SageView Advisory Group
California
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSAM
676
J. Safra Asset Management
New York
$4.3M -$22.2K -224 -0.5%
WPW
677
Watershed Private Wealth
Illinois
$4.28M -$3.28K -33 -0.1%
CAAM
678
Cornerstone Advisors Asset Management
Pennsylvania
$4.24M -$213K -2,149 -5%
CCM
679
Canal Capital Management
Virginia
$4.24M -$777K -7,824 -15%
JGIA
680
Jackson Grant Investment Advisers
Connecticut
$4.24M -$867K -8,738 -17%
EIA
681
Eldridge Investment Advisors
New Hampshire
$4.18M +$4.18M +42,126 New
OL
682
Optas LLC
Texas
$4.17M -$2.94M -29,618 -41%
AA
683
Alesco Advisors
New York
$4.08M +$872K +8,787 +27%
MSAGDF
684
Moneda SA Administradora General de Fondos
Chile
$4.08M +$1.41M +14,205 +53%
RCIM
685
Red Cedar Investment Management
Michigan
$4.06M – – –
SAW
686
Signal Advisors Wealth
Michigan
$4.05M +$4.05M +40,990 New
AA
687
AlphaQ Advisors
Florida
$4.02M -$21.5K -217 -0.5%
TT
688
TI-Trust
Illinois
$4.02M +$17.2K +173 +0.4%
VWM
689
Valley Wealth Managers
New Jersey
$4.01M -$2.61M -26,305 -39%
LGWM
690
Litman Gregory Wealth Management
California
$4.01M -$2.11M -21,254 -34%
SIA
691
Spectrum Investment Advisors
Wisconsin
$4.01M +$4.01M +40,380 New
WF
692
Wayfinding Financial
Washington
$3.98M +$2.31M +23,240 +138%
ATFA
693
All Terrain Financial Advisors
Minnesota
$3.95M -$306K -3,085 -7%
PWM
694
Peterson Wealth Management
Nevada
$3.92M +$17.1K +172 +0.4%
Loomis, Sayles & Company
695
Loomis, Sayles & Company
Massachusetts
$3.92M +$3.78M +38,102 +2,810%
FA
696
Fagan Associates
New York
$3.9M +$1.04M +10,476 +36%
VFA
697
Valeo Financial Advisors
Indiana
$3.88M +$2.63M +26,453 +210%
SFA
698
Source Financial Advisors
New York
$3.87M -$146K -1,475 -4%
KLCM
699
KG&L Capital Management
Louisiana
$3.86M +$85K +856 +2%
LG
700
Leuthold Group
Minnesota
$3.85M +$324K +3,268 +9%
26 27
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