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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 %
LA
1201
Latitude Advisors
Florida
$427K -$12.8K -128 -3%
AFA
1202
Alpha Financial Advisors
North Carolina
$426K +$33.9K +340 +9%
WFA
1203
Wellspring Financial Advisors
Ohio
$425K -$8.67K -87 -2%
HWA
1204
Heritage Wealth Advisors
Virginia
$422K -$498 -5 -0.1%
HIM
1205
Hanlon Investment Management
New Jersey
$421K +$421K +4,225 New
CWA
1206
Centennial Wealth Advisory
Michigan
$420K +$36.1K +362 +9%
NEPPG
1207
New England Professional Planning Group
Rhode Island
$418K – – –
OFS
1208
OneAscent Financial Services
Alabama
$418K -$209K -2,091 -33%
PSCM
1209
Per Stirling Capital Management
Texas
$417K -$390K -3,910 -48%
MLA
1210
My Legacy Advisors
Oregon
$416K +$35.1K +352 +9%
BCM
1211
Bourgeon Capital Management
Connecticut
$416K +$13.8K +138 +3%
VCS
1212
Vaughan & Co Securities
New Jersey
$415K +$415K +4,166 New
AA
1213
ACT Advisors
North Carolina
$415K -$10.4K -104 -2%
HAC
1214
Harbor Advisory Corp
New Hampshire
$414K -$84.7K -850 -17%
SIM
1215
SSI Investment Management
California
$412K – – –
KA
1216
Kooman & Associates
Pennsylvania
$411K +$18.3K +184 +5%
BPC
1217
Banque Pictet & Cie
Switzerland
$409K – – –
PNAA
1218
Pictet North America Advisors
Switzerland
$409K – – –
CIP
1219
Chartwell Investment Partners
Pennsylvania
$406K – – –
PFA
1220
Pathway Financial Advisors
Vermont
$406K -$17.7M -177,976 -98%
FAG
1221
Fortitude Advisory Group
Washington
$405K +$21.1K +212 +5%
IWS
1222
Insight Wealth Strategies
California
$404K +$69.3K +696 +21%
3LCM
1223
3D/L Capital Management
Connecticut
$404K -$115K -1,151 -22%
NWMG
1224
National Wealth Management Group
Ohio
$403K +$403K +4,058 New
CC
1225
Cadinha & Co
Hawaii
$403K -$739K -7,416 -65%
47 48
49
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