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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 %
PWP
976
Phillips Wealth Planners
Mississippi
$975K +$58.9K +642 +6%
FAM
977
Flaharty Asset Management
Florida
$973K +$268K +2,850 +38%
FC
978
Financial Consulate
Maryland
$971K – – –
NP
979
Nilsine Partners
Colorado
$963K +$11.7K +124 +1%
Vanguard Group
980
Vanguard Group
Pennsylvania
$961K +$539K +5,728 +127%
USB
981
Union Savings Bank
Connecticut
$961K +$1.32K +14 +0.1%
AMR
982
Asset Management Resources
Massachusetts
$944K +$147K +1,558 +18%
NFW
983
Noble Family Wealth
Florida
$940K +$3.86K +41 +0.4%
XS
984
XR Securities
Illinois
$935K +$935K +9,944 New
BG
985
Benedetti & Gucer
Georgia
$934K -$1.81M -19,257 -66%
MOS
986
MGO One Seven
Ohio
$923K +$286K +3,044 +45%
AFA
987
Atlas Financial Advisors
California
$920K -$186K -1,976 -17%
CIAS
988
Capital Investment Advisory Services
North Carolina
$917K +$722K +7,681 +372%
RF
989
RHS Financial
California
$910K +$214K +2,273 +31%
CFO
990
CVA Family Office
Colorado
$907K +$675K +7,183 +291%
MFG
991
Merit Financial Group
Georgia
$907K -$598K -6,363 -40%
WC
992
Weil Company
California
$903K -$4.61M -49,016 -84%
APW
993
Acima Private Wealth
Virginia
$901K -$8.65K -92 -1%
NL
994
NVWM LLC
Pennsylvania
$898K +$306K +3,255 +52%
NS
995
NBC Securities
Alabama
$894K +$894K +9,510 New
OCG
996
Opus Capital Group
Ohio
$893K +$893K +9,499 New
CWS
997
Cypress Wealth Services
California
$893K -$835K -8,882 -48%
BJL
998
Brighton Jones LLC
Washington
$886K +$31.6K +336 +4%
SMDAM
999
Sumitomo Mitsui DS Asset Management
Japan
$884K -$136K -1,450 -13%
FA
1000
Fountainhead AM
New Jersey
$878K -$37.1K -394 -4%
38 39
40
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