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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
Charles Schwab
California
+$933M
2
USAA
United Services Automobile Association
Texas
+$373M
3
RJA
Raymond James & Associates
Florida
+$307M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$261M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$240M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$960M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$419M
3
NL
NEPC LLC
Massachusetts
-$243M
4
OPAM
Ocean Park Asset Management
California
-$237M
5
Goldman Sachs
Goldman Sachs
New York
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
GMA
751
Glassy Mountain Advisors
Maryland
$2.21M -$235K -2,526 -10%
SC
752
Schiavi & Co
Delaware
$2.21M – – –
RK
753
Rather & Kittrell
Tennessee
$2.2M -$50.6K -538 -2%
IIC
754
Ironwood Investment Counsel
Arizona
$2.2M -$2.22M -4,406 -50%
MCC
755
Money Concepts Capital
Florida
$2.19M -$353K -3,756 -14%
HH
756
Hilltop Holdings
Texas
$2.18M -$129K -1,372 -6%
FNWM
757
Financial Network Wealth Management
Utah
$2.18M +$76.9K +824 +4%
BB
758
Busey Bank
Illinois
$2.17M -$217K -2,308 -9%
CSB
759
City State Bank
Iowa
$2.16M +$392K +4,170 +22%
KPWG
760
KFA Private Wealth Group
Virginia
$2.16M +$72.3K +769 +3%
EA
761
Evergreen Advisors
Tennessee
$2.15M -$136K -1,448 -6%
DTC
762
Davidson Trust Company
Washington
$2.14M -$55K -585 -3%
AFO
763
Arrowroot Family Office
California
$2.13M +$828K +8,803 +64%
CANC
764
Culbertson A N & Co
Virginia
$2.12M -$344K -3,662 -14%
WTC
765
WhitTier Trust Company
Nevada
$2.12M +$51.1K +543 +2%
ACP
766
Aviance Capital Partners
Florida
$2.11M +$251K +2,668 +13%
WSFS
767
Wilmington Savings Fund Society
Delaware
$2.09M -$69.3K -737 -3%
TL
768
Tradewinds LLC
North Carolina
$2.09M -$69.8K -742 -3%
BAM
769
Belpointe Asset Management
Nevada
$2.06M +$637K +6,773 +45%
FNBT
770
FineMark National Bank & Trust
Florida
$2.05M -$39.3K -418 -2%
NIM
771
NEOS Investment Management
Connecticut
$2.05M +$2.05M +21,852 New
RW
772
Rede Wealth
Virginia
$2.03M -$102K -1,083 -5%
LIM
773
Leavell Investment Management
Alabama
$2M +$177K +1,886 +10%
NCG
774
Newport Capital Group
New Jersey
$1.99M +$226K +2,404 +13%
FWM
775
Forza Wealth Management
Florida
$1.97M – – –
29 30
31
32 33