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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 %
KC
1176
Knuff & Co
California
$458K +$458K +4,600 New
Vanguard Group
1177
Vanguard Group
Pennsylvania
$455K +$455K +4,569 New
QCIG
1178
Quad-Cities Investment Group
Iowa
$454K -$390K -3,914 -46%
LIG
1179
Lokken Investment Group
Delaware
$453K +$453K +4,544 New
MIA
1180
MMBG Investment Advisors
Florida
$450K -$214K -2,150 -32%
HGERS
1181
Householder Group Estate & Retirement Specialist
Arizona
$450K +$450K +4,513 New
BOM
1182
Bank of Marin
California
$450K -$115K -1,155 -20%
BCM
1183
Brookmont Capital Management
Texas
$450K -$5.08K -51 -1%
FI
1184
Financial Insights
Washington
$449K +$46.9K +471 +12%
FWS
1185
FinDec Wealth Services
California
$448K +$2.19K +22 +0.5%
CAM
1186
Cubic Asset Management
Massachusetts
$447K -$2.59K -26 -0.6%
WA
1187
Wealthstar Advisors
Texas
$446K -$8.97K -90 -2%
RWM
1188
Ritholtz Wealth Management
New York
$445K -$26.8M -269,302 -98%
BRM
1189
Boston Research & Management
Massachusetts
$445K -$21.6K -217 -5%
AC
1190
Abbrea Capital
California
$443K – – –
C1AG
1191
Client 1st Advisory Group
Florida
$438K +$86.3K +866 +25%
MAM
1192
McLean Asset Management
Virginia
$437K -$31.2K -313 -7%
LNB
1193
Ledyard National Bank
$435K +$109K +1,092 +33%
EIA
1194
Edgemoor Investment Advisors
Maryland
$435K – – –
BIP
1195
Blueprint Investment Partners
North Carolina
$435K -$171K -1,717 -28%
CD
1196
Chapin Davis
Maryland
$433K +$117K +1,173 +37%
CTA
1197
Colonial Trust Advisors
South Carolina
$432K +$96.4K +968 +29%
WIA
1198
Westbourne Investment Advisors
Maryland
$431K -$59.6K -598 -12%
SWA
1199
SOA Wealth Advisors
New York
$431K -$6.58K -66 -2%
MCG
1200
McCollum Christoferson Group
New York
$428K – – –
46 47
48
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