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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.37B +$179M +1,793,268 +2%
Wells Fargo
2
Wells Fargo
California
$5.3B +$16.7M +167,492 +0.3%
RJA
3
Raymond James & Associates
Florida
$5.09B +$416M +4,178,414 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.11B +$644M +6,466,535 +19%
Bank of America
5
Bank of America
North Carolina
$4.08B +$89.8M +901,021 +2%
BlackRock
6
BlackRock
New York
$4.01B -$305M -3,056,713 -7%
Morgan Stanley
7
Morgan Stanley
New York
$2.59B +$404M +4,058,353 +18%
US Bancorp
8
US Bancorp
Minnesota
$2.17B +$521M +5,226,719 +32%
Goldman Sachs
9
Goldman Sachs
New York
$1.83B -$30.7M -308,482 -2%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$1.55B -$91M -913,570 -6%
Creative Planning
11
Creative Planning
Kansas
$1.11B -$34.8M -349,620 -3%
Northern Trust
12
Northern Trust
Illinois
$1.03B +$58.3M +584,695 +6%
Ameriprise
13
Ameriprise
Minnesota
$935M +$94M +943,629 +11%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$892M +$445M +4,467,853 +100%
Charles Schwab
15
Charles Schwab
California
$848M -$67.9M -681,076 -7%
Betterment LLC
16
Betterment LLC
New York
$828M +$38.4M +384,936 +5%
AA
17
Acorns Advisers
California
$826M +$43.2M +433,946 +6%
WI
18
WealthNavi Inc
Japan
$752M +$46.5M +466,205 +7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$707M +$156M +1,570,349 +28%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$633M +$343M +3,441,866 +118%
FCBT
21
First Citizens Bank & Trust
North Carolina
$614M +$569M +5,707,468 +1,251%
TF
22
TIAA FSB
Florida
$585M +$52.2M +524,108 +10%
LPL Financial
23
LPL Financial
California
$583M -$85.9M -861,824 -13%
UBS Group
24
UBS Group
Switzerland
$558M +$1.07M +10,697 +0.2%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$542M +$54.8M +551,224 +11%
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