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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 %
TCB
751
Texas Capital Bancshares
Texas
$2.09M +$125K +1,251 +6%
CAM
752
Chandler Asset Management
California
$2.08M – – –
WHG
753
Westwood Holdings Group
Texas
$2.08M -$176K -1,765 -8%
KBFS
754
Kohmann Bosshard Financial Services
Ohio
$2.08M -$61.6K -618 -3%
FWM
755
Forza Wealth Management
Florida
$2.07M +$6.48K +65 +0.3%
PI
756
PFS Investments
Georgia
$2.06M -$7.58M -75,451 -79%
HIA
757
Harbor Investment Advisory
Maryland
$2.05M +$199 +2 +0%
FH
758
FWG Holdings
Florida
$2.03M -$256K -2,570 -11%
GT
759
Glenview Trust
Kentucky
$2.03M +$866K +8,692 +75%
MFA
760
Mayflower Financial Advisors
Massachusetts
$2.02M +$197K +1,976 +11%
FTUS
761
Flow Traders U.S.
New York
$2.02M +$2.02M +20,222 New
OPWM
762
Oxinas Partners Wealth Management
Indiana
$2.01M +$74.1K +744 +4%
AM
763
Atwater Malick
Pennsylvania
$2.01M +$42.1K +423 +2%
RWM
764
Revisor Wealth Management
Ohio
$2M +$2M +20,118 New
LIM
765
Leavell Investment Management
Alabama
$1.99M -$126K -1,264 -6%
SXL
766
Summit X LLC
Missouri
$1.97M -$5.27M -52,908 -73%
ERWM
767
Elk River Wealth Management
Colorado
$1.96M -$173K -1,736 -8%
TA
768
Tactive Advisors
Florida
$1.96M +$1.96M +19,704 New
KPWG
769
KFA Private Wealth Group
Virginia
$1.96M -$57.2K -574 -3%
WWP
770
Waypoint Wealth Partners
California
$1.95M -$4.78K -48 -0.2%
CF
771
Copperwynd Financial
Arizona
$1.95M +$316K +3,171 +19%
S
772
SignatureFD
Georgia
$1.95M -$224K -2,245 -10%
SC
773
Savant Capital
Illinois
$1.95M +$81.5K +818 +4%
Retirement Systems of Alabama
774
Retirement Systems of Alabama
Alabama
$1.93M +$25.4K +255 +1%
GSC
775
Grey Street Capital
Illinois
$1.92M +$1.92M +19,293 New
29 30
31
32 33