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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 %
RMC
1276
Regis Management Company
California
$345K – – –
RPWA
1277
Regent Peak Wealth Advisors
Georgia
$338K -$2.69M -26,986 -89%
HGWM
1278
Harvest Group Wealth Management
Massachusetts
$338K -$65.9K -661 -16%
AIS
1279
American Investment Services
Massachusetts
$338K – – –
ICG
1280
InterOcean Capital Group
Tennessee
$337K -$418K -4,194 -55%
WCWM
1281
Willow Creek Wealth Management
California
$337K -$30.5K -306 -8%
DSA
1282
Droms Strauss Advisors
Missouri
$335K -$10.9K -109 -3%
V
1283
Veritable
Delaware
$335K -$140K -1,405 -29%
SCM
1284
Stordahl Capital Management
Colorado
$334K -$28K -281 -8%
TIAM2
1285
Tru Independence Asset Management 2
Oregon
$333K +$333K +3,343 New
EAM
1286
Evanson Asset Management
California
$332K +$1.59K +16 +0.5%
SLWA
1287
San Luis Wealth Advisors
California
$331K +$331K +3,327 New
EWM
1288
Executive Wealth Management
Michigan
$331K -$234K -2,351 -41%
CFA
1289
Cahill Financial Advisors
Minnesota
$330K +$29.1K +292 +10%
BW
1290
BIP Wealth
Georgia
$330K +$330K +3,311 New
BPCE
1291
Bank Pictet & Cie (Europe)
Germany
$330K – – –
PPWP
1292
Proquility Private Wealth Partners
Nevada
$330K -$1.32K -1,323 -0.4%
HFA
1293
High Falls Advisors
New York
$329K -$30.1K -302 -8%
CMP
1294
Courage Miller Partners
Virginia
$329K – – –
FCAG
1295
First Capital Advisors Group
New Jersey
$328K -$20.1K -202 -6%
NP
1296
NorthRock Partners
Minnesota
$328K +$5.18K +52 +2%
KF
1297
Krilogy Financial
Missouri
$327K -$348K -3,490 -52%
FA
1298
Financial Alternatives
California
$327K +$30.3K +304 +10%
SIM
1299
Stratos Investment Management
Ohio
$325K -$30.6K -307 -9%
DFA
1300
Delta Financial Advisors
Louisiana
$324K -$193K -1,934 -37%
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52
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