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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 %
TWA
951
TPB Wealth Advisors
Texas
$1.03M -$115K -1,157 -10%
BJL
952
Brighton Jones LLC
Washington
$1.02M -$128K -1,289 -11%
IIC
953
Ironwood Investment Counsel
Arizona
$1.02M -$4.39M -44,055 -81%
APW
954
Acima Private Wealth
Virginia
$1.02M +$45.1K +453 +5%
NFW
955
Noble Family Wealth
Florida
$1.01M +$1.01M +10,106 New
CWM
956
Core Wealth Management
Florida
$1M -$310K -3,114 -24%
BFA
957
BMS Financial Advisors
South Dakota
$997K +$997K +10,010 New
IPW
958
Intergy Private Wealth
Colorado
$985K +$51.4K +516 +6%
PCMF
959
Private Capital Management (Florida)
Florida
$983K -$7.97K -80 -0.8%
PWP
960
Phillips Wealth Planners
Mississippi
$982K +$224K +2,269 +30%
CAS
961
Coppell Advisory Solutions
Texas
$972K -$282K -2,848 -23%
CASC
962
Coppell Advisory Solutions Corp
Texas
$972K -$282K -2,848 -23%
CT
963
Cambridge Trust
Massachusetts
$971K -$1.45M -14,564 -60%
PWMG
964
Provence Wealth Management Group
California
$969K +$158K +1,585 +19%
NWM
965
NEIRG Wealth Management
Massachusetts
$962K +$133K +1,338 +16%
KL
966
KWMG LLC
Kansas
$958K -$52.8K -530 -5%
ASFA
967
All Season Financial Advisors
Colorado
$942K +$26K +261 +3%
MJB
968
Mark J. Bradley
$939K +$939K +9,423 New
HDIM
969
Hanson & Doremus Investment Management
Vermont
$934K -$144K -1,442 -13%
NFG
970
Nations Financial Group
Iowa
$928K +$199 +2 +0%
Calamos Advisors
971
Calamos Advisors
Illinois
$924K -$143K -1,437 -13%
HFA
972
Highland Financial Advisors
New Jersey
$920K -$252K -2,527 -21%
SCM
973
Seascape Capital Management
New Hampshire
$919K -$2.94M -29,555 -76%
WF
974
Warner Financial
Maryland
$918K – – –
RA
975
Rise Advisors
New York
$914K -$239K -2,400 -21%
37 38
39
40 41