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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,756 hedge funds and large institutions have $91.8B invested in iShares Core US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 743 increasing their positions, 598 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+159
Holders Change %
+9.96%
% of All Funds
25.74%
Holding in Top 10
353
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+11.01%
% of All Funds
5.17%
New
282
Increased
743
Reduced
598
Closed
98
Calls
$14.7M
Puts
$53.1M
Net Calls
-$38.4M
Net Calls Change
-$44.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$933M
3
US Bancorp
US Bancorp
Minnesota
+$305M
4
Prudential Financial
Prudential Financial
New Jersey
+$294M
5
PEGL
P/E Global LLC
Massachusetts
+$292M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$46.7B
2
Charles Schwab
Charles Schwab
California
-$390M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$245M
4
FA
Fiducient Advisors
Illinois
-$229M
5
SAG
SageView Advisory Group
California
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
1226
Good Life Advisors
Pennsylvania
$588K -$6.85K -69 -1%
CMBA
1227
C.M. Bidwell & Associates
Hawaii
$584K -$19.8K -199 -3%
TSWM
1228
Tyler-Stone Wealth Management
Ohio
$584K +$81.6K +822 +16%
FWP
1229
Firethorn Wealth Partners
Georgia
$580K -$4.76K -48 -0.8%
RWP
1230
Revolve Wealth Partners
New Jersey
$580K +$12.8K +129 +2%
PA
1231
Paragon Advisors
Texas
$579K -$3.84M -38,679 -87%
EWA
1232
EverSource Wealth Advisors
Alabama
$579K -$485K -4,883 -46%
JF
1233
JSF Financial
California
$578K +$99.8K +1,006 +21%
HA
1234
HC Advisors
Georgia
$576K -$5.96K -60 -1%
PIM
1235
Penobscot Investment Management
Massachusetts
$576K +$179K +1,801 +45%
AWM
1236
Avior Wealth Management
Nebraska
$574K -$1.01M -10,321 -64%
FAM
1237
Family Asset Management
South Carolina
$574K -$345K -3,474 -38%
CMAI
1238
Capital Management Associates Inc
Minnesota
$572K +$572K +1,236 New
OC
1239
Oakworth Capital
Alabama
$571K -$82M -826,095 -99%
MIS
1240
Morningstar Investment Services
Illinois
$570K +$570K +5,735 New
TDWM
1241
Topel & Distasi Wealth Management
California
$568K – – –
RIA
1242
Realta Investment Advisors
Delaware
$567K -$268K -2,697 -32%
CW
1243
CIC Wealth
Maryland
$564K +$19.4K +195 +4%
NP
1244
NorthRock Partners
Minnesota
$563K +$52.1K +525 +10%
CWM
1245
Cornerstone Wealth Management
Missouri
$560K -$134K -1,351 -19%
LIG
1246
Lokken Investment Group
Delaware
$553K +$794 +8 +0.1%
PMFA
1247
Plante Moran Financial Advisors
Michigan
$551K -$7.46K -75 -1%
PGF
1248
Plan Group Financial
Oklahoma
$551K +$551K +5,551 New
LWM
1249
LJI Wealth Management
Indiana
$551K -$137K -1,382 -20%
OWM
1250
OneAscent Wealth Management
Alabama
$550K +$550K +5,542 New
48 49
50
51 52