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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 %
CI
1126
CX Institutional
Indiana
$537K +$181K +1,819 +51%
KIM
1127
Karpus Investment Management
New York
$537K -$361K -3,625 -40%
SFG
1128
StrategIQ Financial Group
Indiana
$530K +$49.9K +501 +10%
IWN
1129
Independent Wealth Network
Iowa
$527K -$7.47K -75 -1%
CF
1130
Centaurus Financial
California
$524K +$213K +2,140 +69%
2L
1131
25 LLC
Missouri
$524K +$524K +5,287 New
CCA
1132
Childress Capital Advisors
Texas
$523K – – –
GLA
1133
Good Life Advisors
Pennsylvania
$522K -$82.8K -831 -14%
GCA
1134
Gradient Capital Advisors
California
$520K -$19.3K -194 -4%
BMCM
1135
Bryn Mawr Capital Management
Pennsylvania
$519K -$8.47K -85 -2%
JSL
1136
JT Stratford LLC
Georgia
$513K -$420K -4,213 -45%
EWA
1137
Etesian Wealth Advisors
Oregon
$508K -$3.69K -37 -0.7%
WF
1138
Welch & Forbes
Massachusetts
$506K +$34K +341 +7%
MWM
1139
Madison Wealth Management
Ohio
$506K -$3.09K -31 -0.6%
CB
1140
Cadence Bank
Mississippi
$505K -$31.8K -319 -6%
TWP
1141
Tempus Wealth Planning
California
$503K -$3.39K -34 -0.7%
CPW
1142
Catalyst Private Wealth
California
$503K – – –
CFCI
1143
Comprehensive Financial Consultants Institutional
Indiana
$502K -$51.9K -521 -9%
MHR
1144
Matthew Hamilton Rosenberg
$501K – – –
SP
1145
Successful Portfolios
Florida
$501K +$14.9K +150 +3%
CT
1146
Columbia Trust
Oregon
$500K -$113K -1,139 -19%
TLFA
1147
True Link Financial Advisors
California
$497K -$12.8K -128 -3%
VCM
1148
Vivaldi Capital Management
Illinois
$493K -$31.1K -312 -6%
AP
1149
Appleton Partners
Massachusetts
$492K -$18.1K -182 -4%
CA
1150
Continuum Advisory
Idaho
$489K -$162K -1,621 -25%
44 45
46
47 48