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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 %
NSIM
1376
North Star Investment Management
Illinois
$251K +$697 +7 +0.3%
WPC
1377
Waters Parkerson & Co
Louisiana
$250K – – –
WI
1378
Wedgewood Investors
Pennsylvania
$248K -$498 -5 -0.2%
CFS
1379
CRA Financial Services
New Jersey
$248K +$1.99K +20 +0.8%
CCA
1380
Checchi Capital Advisers
California
$248K +$16K +161 +7%
AGP
1381
Autumn Glory Partners
Texas
$247K – – –
HCA
1382
Horan Capital Advisors
Ohio
$246K +$246K +2,468 New
NL
1383
Navalign LLC
California
$245K -$25.4K -255 -9%
CW
1384
Channel Wealth
California
$245K +$245K +2,459 New
AFG
1385
AFS Financial Group
Maryland
$243K +$6.98K +70 +3%
GWAM
1386
Guardian Wealth Advisors (Minnesota)
Minnesota
$242K +$9.97K +100 +4%
SSW
1387
Stone Summit Wealth
Florida
$242K -$58.8K -590 -20%
MFT
1388
Moisand Fitzgerald Tamayo
Florida
$242K -$10.7K -107 -4%
CCA
1389
Cadent Capital Advisors
Oklahoma
$241K +$1.1K +11 +0.5%
ClearBridge Investments
1390
ClearBridge Investments
New York
$240K -$4.78K -48 -2%
EWA
1391
ERTS Wealth Advisors
Michigan
$239K -$5.73M -57,502 -96%
AP
1392
Americana Partners
Texas
$239K -$84.8K -851 -26%
MFG
1393
MidWestOne Financial Group
Iowa
$237K +$237K +2,382 New
DWMS
1394
Dominguez Wealth Management Solutions
Virginia
$237K +$399 +4 +0.2%
JGCM
1395
Joseph Group Capital Management
Ohio
$237K -$451K -4,525 -66%
KFP
1396
KMG Fiduciary Partners
Ohio
$237K -$3.5M -35,140 -94%
CA
1397
Cresta Advisors
Texas
$234K – – –
LBWM
1398
Left Brain Wealth Management
Illinois
$233K +$233K +2,327 New
CWM
1399
Cranbrook Wealth Management
Michigan
$232K -$498 -5 -0.2%
SOAG
1400
Silver Oak Advisory Group
Oregon
$231K – – –
54 55
56
57 58