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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 %
ACM
1001
Advance Capital Management
Michigan
$844K -$214K -2,143 -20%
OPA
1002
Old Port Advisors
Maine
$843K -$131K -1,309 -13%
MAWA
1003
Moss Adams Wealth Advisors
Washington
$843K -$9.32M -93,559 -92%
AMR
1004
Asset Management Resources
Massachusetts
$841K -$44.2K -444 -5%
JWM
1005
Jessup Wealth Management
Ohio
$841K -$216K -2,167 -20%
BFA
1006
Beaumont Financial Advisors
Massachusetts
$835K +$103K +1,036 +14%
CA
1007
Claro Advisors
Massachusetts
$832K +$118K +1,184 +17%
PP
1008
Patron Partners
Texas
$831K +$23.3K +234 +3%
WAL
1009
W Advisors LLC
Tennessee
$831K -$215K -2,153 -21%
RIA
1010
Realta Investment Advisors
Delaware
$831K -$151K -1,518 -15%
AF
1011
Affiance Financial
Minnesota
$831K +$823K +8,264 +11,478%
VFA
1012
Voya Financial Advisors
Connecticut
$828K -$31.9K -322 -4%
CW
1013
Cook Wealth
North Carolina
$825K – – –
KA
1014
Kovack Advisors
Florida
$825K +$133K +1,336 +19%
TWC
1015
TD Waterhouse Canada
Ontario, Canada
$824K -$77.3K -774 -9%
CWM
1016
Congress Wealth Management
Massachusetts
$814K -$31.9K -320 -4%
PWS
1017
Peterson Wealth Services
Utah
$811K +$31.7K +318 +4%
PA
1018
Pinnacle Associates
New York
$811K -$262K -2,634 -24%
MA
1019
MCF Advisors
Kentucky
$809K -$520K -5,216 -39%
FWM
1020
FFT Wealth Management
Pennsylvania
$804K +$100 +1 +0%
SFS
1021
Summit Financial Strategies
Ohio
$802K +$8.17K +82 +1%
EIP
1022
Ellis Investment Partners
Pennsylvania
$799K -$18K -181 -2%
MAM
1023
MMA Asset Management
Pennsylvania
$799K +$3.89K +39 +0.5%
IAG
1024
Investment Advisory Group
Massachusetts
$798K +$34.9K +350 +5%
BOSSRA
1025
B.O.S.S. Retirement Advisors
Utah
$798K +$106K +1,062 +15%
39 40
41
42 43