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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,549 hedge funds and large institutions have $70.3B invested in iShares Core US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 560 increasing their positions, 702 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
-35
Holders Change %
-2.21%
% of All Funds
24.51%
Holding in Top 10
272
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-7.48%
% of All Funds
4.3%
New
134
Increased
560
Reduced
702
Closed
151
Calls
$72.9M
Puts
$9.56M
Net Calls
+$63.3M
Net Calls Change
+$48.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$428M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$372M
3
Wells Fargo
Wells Fargo
California
+$322M
4
SDIC
South Dakota Investment Council
South Dakota
+$251M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$202M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$422M
2
AF
Allworth Financial
California
-$351M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$297M
4
GC
Guggenheim Capital
Illinois
-$250M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
401
Evensky & Katz
Florida
$8.69M +$978K +9,131 +13%
BPC
402
Banque Pictet & Cie
Switzerland
$8.63M -$3.5M -32,680 -29%
FAIM
403
Financial Advocates Investment Management
Washington
$8.62M +$544K +5,083 +7%
BCP
404
Blue Chip Partners
Michigan
$8.59M +$6.13M +57,228 +249%
SB
405
Sunflower Bank
Texas
$8.58M -$1.42M -13,231 -14%
EIA
406
Eldridge Investment Advisors
New Hampshire
$8.53M +$504K +4,703 +6%
9WM
407
9258 Wealth Management
Ohio
$8.53M +$144K +1,341 +2%
OPS
408
Orion Portfolio Solutions
Nebraska
$8.52M -$669K -6,243 -7%
AIM
409
Allen Investment Management
New York
$8.43M – – –
PFA
410
Pure Financial Advisors
California
$8.39M +$2.52M +23,574 +43%
SXL
411
Summit X LLC
Missouri
$8.32M -$92.3K -862 -1%
AWM
412
Apollon Wealth Management
South Carolina
$8.28M +$1.8M +16,818 +28%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$8.23M +$8.09M +75,572 +5,809%
CCT
414
Capital City Trust
Florida
$8.21M – – –
M&T Bank
415
M&T Bank
New York
$8.21M -$755K -7,054 -8%
WA
416
Waverly Advisors
Alabama
$8.16M +$183K +1,713 +2%
SAM
417
Sompo Asset Management
Japan
$8.09M -$476K -4,442 -6%
HNB
418
Huntington National Bank
Ohio
$8.04M -$9.02M – –
FA
419
Fermata Advisors
California
$7.96M +$62.2K +581 +0.8%
SFG
420
Summit Financial Group
West Virginia
$7.82M -$114K -1,062 -1%
SAI
421
Systematic Alpha Investments
New Jersey
$7.71M – – –
SFA
422
Source Financial Advisors
New York
$7.69M -$199K -1,854 -3%
T. Rowe Price Associates
423
T. Rowe Price Associates
Maryland
$7.53M +$5.24M +48,928 +229%
TFA
424
Tobias Financial Advisors
Florida
$7.5M +$7.5M +69,996 New
RPWA
425
Regent Peak Wealth Advisors
Georgia
$7.44M -$4.14M -38,673 -36%
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