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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,527 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 529 increasing their positions, 743 reducing their positions, and 135 closing their positions.

Holders
1,527
Holders Change
-22
Holders Change %
-1.42%
% of All Funds
25.82%
Holding in Top 10
283
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.04%
% of All Funds
4.79%
New
125
Increased
529
Reduced
743
Closed
135
Calls
$70.5M
Puts
$2.59M
Net Calls
+$67.9M
Net Calls Change
+$4.57M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.64B
2
RJA
2
Raymond James & Associates
Florida
$4.11B
3
Members Trust
3
Members Trust
Florida
$417M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$576M
5
Truist Financial
5
Truist Financial
North Carolina
$495M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.68B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$1.22B
3
SOMRS
3
State of Michigan Retirement System
Michigan
$47.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$558M
5
Creative Planning
5
Creative Planning
Kansas
$1.18B
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
301
Interactive Financial Advisors
Illinois
$13.7M 133,828 +120,325 +891%
CBT
302
Central Bank & Trust
Kentucky
$13.7M 134,379 -128,637 -49%
GAG
303
GM Advisory Group
New York
$13.5M 133,200 -3,973 -3%
IWP
304
Innova Wealth Partners
Pennsylvania
$13.5M 132,723 +19,466 +17%
FA
305
FC Advisory
Pennsylvania
$13.4M 131,820 -9,361 -7%
FFA
306
First Foundation Advisors
California
$13.4M 131,643 +95,841 +268%
CH
307
Canton Hathaway
Rhode Island
$13.3M 131,216 – –
ISWM
308
Independent Solutions Wealth Management
New York
$13.3M 130,580 -9,359 -7%
Manulife (Manufacturers Life Insurance)
309
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2M 130,048 -1,962 -1%
KP
310
Keel Point
Alabama
$13.2M 127,610 -13,938 -10%
NC
311
NewSquare Capital
Pennsylvania
$13.2M 129,438 +474 +0.4%
NYLIM
312
New York Life Investment Management
New York
$13.1M 129,013 -6,651 -5%
RC
313
RegentAtlantic Capital
New Jersey
$13.1M 128,946 -204,473 -61%
BWCS
314
Beirne Wealth Consulting Services
Connecticut
$12.9M 126,953 -17,875 -12%
EIP
315
Easterly Investment Partners
Massachusetts
$12.8M 126,350 – –
GC
316
Grimes & Company
Massachusetts
$12.8M 125,570 -3,777 -3%
BWAM
317
Boyd Watterson Asset Management
Ohio
$12.6M 124,098 -97,050 -44%
AWM
318
Abound Wealth Management
Tennessee
$12.6M 123,626 -54,617 -31%
AA
319
Ancora Advisors
Ohio
$12.5M 123,281 +249 +0.2%
PCM
320
Presidio Capital Management
California
$12.5M 123,038 +15,661 +15%
HW
321
Hancock Whitney
Mississippi
$12.4M 121,945 +4,269 +4%
BA
322
Ballast Advisors
Minnesota
$12.4M 121,707 +319 +0.3%
SWA
323
Stratos Wealth Advisors
Ohio
$12.3M 121,440 +39,827 +49%
DSAM
324
Dock Street Asset Management
Florida
$12.3M 120,978 -2,448 -2%
WT
325
Whittier Trust
California
$12.2M 120,070 -698 -0.6%
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