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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
+$461M
2
RJA
Raymond James & Associates
Florida
+$417M
3
Members Trust
Members Trust
Florida
+$244M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$242M
5
Truist Financial
Truist Financial
North Carolina
+$231M

Top Sellers

1
BlackRock
BlackRock
New York
-$438M
2
MFRM
Milliman Financial Risk Management
Illinois
-$347M
3
SOMRS
State of Michigan Retirement System
Michigan
-$296M
4
Goldman Sachs
Goldman Sachs
New York
-$282M
5
Creative Planning
Creative Planning
Kansas
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
376
Beaumont Financial Advisors
Massachusetts
$9.67M +$5.63M +55,320 +139%
Northern Trust
377
Northern Trust
Illinois
$9.59M -$2.12M -2,089,305 -18%
SFP
378
Shepherd Financial Partners
Massachusetts
$9.58M -$2.4M -23,559 -20%
IA
379
IFP Advisors
Florida
$9.57M – – –
RWG
380
Regal Wealth Group
California
$9.56M -$320K -3,147 -3%
APP
381
Avantax Planning Partners
Iowa
$9.54M +$4.91M +48,298 +106%
Parallax Volatility Advisers
382
Parallax Volatility Advisers
California
$9.53M -$3.92M -38,547 -29%
AWA
383
Arete Wealth Advisors
Illinois
$9.47M -$333K -3,273 -3%
MLICM
384
Metropolitan Life Insurance Company (MetLife)
New York
$9.41M -$443K -4,354 -4%
PFT
385
Providence First Trust
Arizona
$9.39M -$765K -7,521 -8%
SFS
386
Security Financial Services
Indiana
$9.37M +$5.33M +52,436 +132%
9WM
387
9258 Wealth Management
Ohio
$9.29M +$1.2M +11,777 +15%
Natixis Advisors
388
Natixis Advisors
Massachusetts
$9.26M +$3.19M +31,393 +53%
WA
389
Waverly Advisors
Alabama
$9.22M +$1.47M +14,488 +19%
AT
390
Arden Trust
Delaware
$9.2M +$5.05M +49,687 +122%
CWP
391
Corepath Wealth Partners
Arizona
$9.13M +$315K +3,094 +4%
VPW
392
Vericrest Private Wealth
Pennsylvania
$9.1M -$1.51M -14,854 -14%
ECG
393
Edge Capital Group
Georgia
$9.1M -$1.52M -14,900 -14%
SAS
394
Sage Advisory Services
Texas
$9.09M +$9.09M +89,385 New
QCG
395
Quadrant Capital Group
Ohio
$9.09M -$33.4K -328 -0.4%
FPCG
396
Forum Private Client Group
Indiana
$8.95M +$573K +5,637 +7%
RCS
397
Retirement Capital Strategies
California
$8.95M +$8.95M +87,971 New
HNWAG
398
High Net Worth Advisory Group
Florida
$8.93M -$12.4K -122 -0.1%
MSA
399
Mason Street Advisors
Wisconsin
$8.73M -$14.1M -138,500 -62%
ECM
400
Exchange Capital Management
Michigan
$8.68M -$382K -3,757 -4%
14 15
16
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