Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Citizens Asset Management, Inc. (CIK 1964116) reported $282.1M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWY ($75.4M, 26.72%), IWX ($47.6M, 16.88%), VCRB ($35.2M, 12.49%), AGG ($30.7M, 10.87%), IWS ($24.0M, 8.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | iShares Russell Top 200 Growth ETF | $75.4M | 26.72% | 302,820 | Added |
| 2 | IWX | iShares Russell Top 200 Value ETF | $47.6M | 16.88% | 513,728 | Added |
| 3 | VCRB | Vanguard Core Bond ETF | $35.2M | 12.49% | 455,264 | Added |
| 4 | AGG | iShares Core US Aggregate Bond ETF | $30.7M | 10.87% | 308,839 | Added |
| 5 | IWS | iShares Russell Mid-Cap Value ETF | $24.0M | 8.50% | 164,471 | Added |
| 6 | IEFA | iShares Core MSCI EAFE ETF | $21.0M | 7.45% | 232,123 | Added |
| 7 | IWP | iShares Russell Mid-Cap Growth ETF | $11.6M | 4.10% | 90,273 | Trimmed |
| 8 | IEMG | iShares Core MSCI Emerging Markets ETF | $7.4M | 2.62% | 106,046 | Added |
| 9 | VTWO | Vanguard Russell 2000 ETF | $6.7M | 2.38% | 66,923 | Added |
| 10 | MUB | iShares National Muni Bond ETF | $6.6M | 2.35% | 62,412 | Trimmed |
| 11 | DFIS | Dimensional International Small Cap ETF | $3.3M | 1.18% | 99,105 | Added |
| 12 | SCZ | iShares MSCI EAFE Small-Cap ETF | $2.4M | 0.86% | 31,003 | Added |
| 13 | AVUV | Avantis U.S. Small Cap Value ETF | $1.7M | 0.60% | 15,384 | Added |
| 14 | VYMI | Vanguard Intl Hi Div Yld Idx ETF | $1.4M | 0.51% | 15,319 | Added |
| 15 | VYM | Vanguard High Dividend Yield ETF | $909,630 | 0.32% | 6,142 | Added |
| 16 | IEF | iShares 7-10 Year Treasury Bond ETF | $770,487 | 0.27% | 8,073 | Added |
| 17 | IJJ | iShares S&P Mid-Cap 400 Value ETF | $707,948 | 0.25% | 5,343 | Trimmed |
| 18 | HYDB | iShares High Yield Systematic Bond ETF | $635,510 | 0.23% | 13,661 | New |
| 19 | FALN | iShares Fallen Angels USD Bond ETF | $608,949 | 0.22% | 22,790 | Added |
| 20 | BKLN | Invesco Senior Loan ETF | $586,522 | 0.21% | 28,737 | Trimmed |
| 21 | IWD | iShares Russell 1000 Value ETF | $506,825 | 0.18% | 2,372 | Added |
| 22 | MBB | iShares MBS ETF | $431,521 | 0.15% | 4,545 | Added |
| 23 | EFV | iShares MSCI EAFE Value ETF | $405,951 | 0.14% | 5,460 | Trimmed |
| 24 | ACWI | iShares MSCI ACWI ETF | $396,153 | 0.14% | 2,863 | Trimmed |
| 25 | VTWG | Vanguard Russell 2000 Growth ETF | $348,367 | 0.12% | 1,521 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31