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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 %
Allianz Asset Management
1176
Allianz Asset Management
Germany
$461K – – –
TWP
1177
Tempus Wealth Planning
California
$460K -$19.6K -208 -4%
IWMA
1178
Ironwood Wealth Management (Arizona)
Arizona
$460K +$13K +138 +3%
FD
1179
Financial Designs
California
$460K +$460K +4,889 New
PS
1180
Planned Solutions
California
$459K +$3.76K +40 +0.8%
BSW
1181
Buckingham Strategic Wealth
Missouri
$459K -$27.9K -297 -6%
JWCA
1182
J.W. Coons Advisors
Ohio
$455K +$2.35K +25 +0.5%
RI
1183
Rinkey Investments
California
$454K -$109K -1,162 -19%
MG
1184
Mather Group
Illinois
$454K -$146K -1,551 -24%
JF
1185
JSF Financial
California
$453K +$453K +4,818 New
CT
1186
Colonial Trust
South Carolina
$452K +$111K +1,183 +33%
KV
1187
Kickstand Ventures
New York
$450K +$450K +4,789 New
HIP
1188
HUB Investment Partners
Texas
$449K -$1.32K -14 -0.3%
Calamos Advisors
1189
Calamos Advisors
Illinois
$449K -$407K -4,331 -48%
AFA
1190
Alpha Financial Advisors
North Carolina
$442K +$13.2K +140 +3%
GC
1191
GFG Capital
Florida
$442K +$442K +4,697 New
BFA
1192
Beacon Financial Advisory
Ohio
$441K +$1.41K +15 +0.3%
MC
1193
Middleton & Co
Massachusetts
$441K – – –
BIAS
1194
Beacon Investment Advisory Services
New Jersey
$438K -$3.2K -34 -0.7%
AA
1195
Advisory Alpha
Michigan
$436K -$283K -3,007 -39%
BFM
1196
Boston Financial Management
Massachusetts
$436K -$69K -734 -14%
PFA
1197
Pathway Financial Advisors
Vermont
$435K – – –
SPA
1198
Sentinel Pension Advisors
Massachusetts
$434K -$1.98K -21 -0.5%
GAB
1199
German American Bancorp
Indiana
$433K -$5.74K -61 -1%
ZIG
1200
Zullo Investment Group
Pennsylvania
$432K -$133K -1,418 -24%
46 47
48
49 50