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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 %
NA
1076
Nottingham Advisors
New York
$656K -$64.8K -650 -9%
T
1077
TrueFG
Texas
$652K +$35.9K +360 +6%
RF
1078
RHS Financial
California
$650K +$18.9K +190 +3%
SFG
1079
Sage Financial Group
Pennsylvania
$645K +$151K +1,515 +31%
WC
1080
Whitney & Co
New York
$645K -$126K -1,262 -16%
NWM
1081
Northwest Wealth Management
Iowa
$642K -$109K -1,091 -14%
IDA
1082
Intelligence Driven Advisers
California
$641K -$54.3K -540 -8%
FWP
1083
Firethorn Wealth Partners
Georgia
$640K -$138K -1,399 -18%
CWM
1084
Cornerstone Wealth Management
Missouri
$631K +$631K +6,332 New
HIP
1085
HUB Investment Partners
Texas
$627K +$89.7K +900 +17%
Fiera Capital (Canada)
1086
Fiera Capital (Canada)
Quebec, Canada
$621K -$128K -1,281 -17%
ZIG
1087
Zullo Investment Group
Pennsylvania
$621K -$41.8K -419 -6%
CIC
1088
Carnegie Investment Counsel
Ohio
$620K -$22.9K -230 -4%
SAM
1089
Simplify Asset Management
Nevada
$620K -$947K -9,509 -60%
FWM
1090
Focused Wealth Management
New York
$620K -$8.14M -81,696 -93%
WEG
1091
World Equity Group
Illinois
$612K +$612K +29,657 New
GSC
1092
Ground Swell Capital
South Carolina
$608K +$608K +6,105 New
JFG
1093
Jefferies Financial Group
New York
$603K -$151K -1,518 -20%
IIC
1094
Integrated Investment Consultants
Michigan
$603K -$401K -4,024 -40%
SOS
1095
Silver Oak Securities
Tennessee
$601K -$14K -140 -2%
IFWM
1096
Institute for Wealth Management
Colorado
$599K -$4.88K -49 -0.8%
EIA
1097
Eldridge Investment Advisors
New Hampshire
$599K +$599K +6,015 New
BPWM
1098
Badgley Phelps Wealth Managers
Washington
$599K +$165K +1,661 +38%
CCFM
1099
Clear Creek Financial Management
Washington
$596K +$797 +8 +0.1%
NL
1100
NVWM LLC
Pennsylvania
$595K +$419K +4,205 +238%
42 43
44
45 46