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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 %
CAM
776
Chandler Asset Management
California
$1.97M – – –
Retirement Systems of Alabama
777
Retirement Systems of Alabama
Alabama
$1.96M +$23K +245 +1%
BA
778
Bellwether Advisors
Nebraska
$1.95M +$15.4K +164 +0.8%
TC
779
Trilogy Capital
California
$1.95M +$153K +1,626 +9%
OAM
780
Occidental Asset Management
California
$1.94M -$7.62K -81 -0.4%
WHG
781
Westwood Holdings Group
Texas
$1.92M +$26.2K +279 +1%
WMA
782
West Michigan Advisors
Michigan
$1.91M +$108K +1,148 +6%
MCM
783
McKinley Capital Management
Alaska
$1.89M +$279K +2,969 +17%
ECA
784
Elevated Capital Advisors
Utah
$1.89M +$89.3K +950 +5%
AIM
785
Acropolis Investment Management
Missouri
$1.89M -$16.2K -172 -0.8%
LRWA
786
Long Run Wealth Advisors
New York
$1.89M +$6.21K +66 +0.3%
Koshinski Asset Management
787
Koshinski Asset Management
Illinois
$1.88M -$198K -2,106 -10%
AIA
788
Alera Investment Advisors
Illinois
$1.88M -$813K -8,647 -30%
TFA
789
Transamerica Financial Advisors
Florida
$1.87M -$3.16M -33,642 -63%
FH
790
FWG Holdings
Florida
$1.86M -$26.2K -284 -1%
MWM
791
McNaughton Wealth Management
California
$1.86M -$115K -1,228 -6%
IA
792
IFP Advisors
Florida
$1.86M -$2.53M -26,892 -58%
FAM
793
Frontier Asset Management
Wyoming
$1.85M +$6.87K +73 +0.4%
SMC
794
Smith, Moore & Co
Missouri
$1.85M +$17.7K +188 +1%
LFG
795
Larson Financial Group
Missouri
$1.85M +$39.1K +416 +2%
LC
796
LCNB Corp
Ohio
$1.79M +$813K +8,640 +83%
CFG
797
Carr Financial Group
Massachusetts
$1.79M -$193K -2,052 -10%
MWP
798
Madison Wealth Partners
Wisconsin
$1.79M -$8.98M -95,537 -83%
TCB
799
Texas Capital Bancshares
Texas
$1.79M -$270K -2,874 -13%
SEIA
800
Signature Estate & Investment Advisors
California
$1.78M +$620K +6,592 +53%
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