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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 %
SWA
1076
Strategies Wealth Advisors
Michigan
$642K -$176K -1,872 -22%
BC
1077
Burney Company
Virginia
$641K -$39.4K -419 -6%
WWP
1078
Waypoint Wealth Partners
California
$639K -$1.2M -12,800 -65%
SCA
1079
Stonebridge Capital Advisors
Minnesota
$637K +$340K +3,610 +114%
SCA
1080
Snowden Capital Advisors
New York
$634K -$68.4K -727 -10%
AWMS
1081
Advocacy Wealth Management Services
Georgia
$633K -$4.14K -44 -0.6%
RPGK
1082
Retirement Planning Group (Kansas)
Kansas
$631K +$193K +2,055 +44%
D
1083
Diversified
Delaware
$627K -$19.3K -205 -3%
FAG
1084
Fortitude Advisory Group
Washington
$627K -$266K -2,826 -30%
NA
1085
Nottingham Advisors
New York
$619K – – –
BCA
1086
Bay Colony Advisors
Massachusetts
$617K +$617K +6,560 New
CA
1087
Cambridge Advisors
Nebraska
$616K – – –
WI
1088
Wintrust Investments
Illinois
$615K -$1.05M -11,131 -63%
TFG
1089
Tilson Financial Group
New Jersey
$612K +$612K +6,513 New
CT
1090
Cambridge Trust
Massachusetts
$608K -$47.3K -503 -7%
NW
1091
Naviter Wealth
Arkansas
$606K +$5.92K +63 +1%
CGL
1092
Clarius Group LLC
Washington
$605K +$605K +6,436 New
AAG
1093
Armstrong Advisory Group
Massachusetts
$597K +$192K +2,041 +47%
SP
1094
Successful Portfolios
Florida
$596K +$177K +1,885 +42%
FT
1095
Fiduciary Trust
Massachusetts
$595K -$12.5K -133 -2%
SFG
1096
Sage Financial Group
Pennsylvania
$592K -$436K -4,632 -42%
ETIA
1097
Epic Trust Investment Advisors
Washington
$590K +$60.6K +644 +11%
WAMC
1098
Western Asset Management Company
California
$586K +$586K +6,235 New
HFA
1099
Highland Financial Advisors
New Jersey
$586K -$16.7K -178 -3%
CI
1100
Cambiar Investors
Colorado
$583K -$738K -7,853 -56%
42 43
44
45 46