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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,483 hedge funds and large institutions have $63.9B invested in iShares Core US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 580 increasing their positions, 633 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,483
Holders Change
-44
Holders Change %
-2.88%
% of All Funds
25.64%
Holding in Top 10
289
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.12%
% of All Funds
5%
New
116
Increased
580
Reduced
633
Closed
135
Calls
$45.1M
Puts
$1.75M
Net Calls
+$43.3M
Net Calls Change
-$24.5M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$4.48B
2
COPPSERS
2
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$490M
3
Bank of America
3
Bank of America
North Carolina
$2.87B
4
Goldman Sachs
4
Goldman Sachs
New York
$906M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.96B

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$200M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.21B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$25.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$417M
5
IG
5
ING Group
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
426
Mechanics Bank - Trust Department
California
$7.03M +$26.8K +278 +0.4%
PCA
427
Peddock Capital Advisors
Massachusetts
$7.03M -$18.3K -190 -0.3%
CWA
428
Clarus Wealth Advisors
Arizona
$6.97M +$3.5M +36,659 +101%
HNB
429
Huntington National Bank
Ohio
$6.95M -$7.7M – –
SAI
430
Systematic Alpha Investments
New Jersey
$6.94M – – –
TC
431
Tenret Company
Florida
$6.85M +$6.44M +66,848 +1,590%
IWC
432
Integrated Wealth Concepts
Massachusetts
$6.83M +$822K +8,529 +14%
FA
433
Fermata Advisors
California
$6.82M +$102K +1,054 +2%
PIMG
434
Patriot Investment Management Group
Tennessee
$6.8M +$2.24M +23,208 +49%
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$6.8M -$154K -1,594 -2%
PGFC
436
Peapack-Gladstone Financial Corp
New Jersey
$6.8M +$6.24M +64,819 +1,129%
EK
437
Evensky & Katz
Florida
$6.78M -$756K -7,850 -10%
MW
438
MBL Wealth
North Carolina
$6.76M +$6.76M +70,150 New
MGIA
439
Moneta Group Investment Advisors
Missouri
$6.7M +$512K +5,314 +8%
BAM
440
Baldrige Asset Management
Pennsylvania
$6.7M +$497K +5,162 +8%
SFG
441
Summit Financial Group
West Virginia
$6.59M -$73.6K -764 -1%
GRP
442
Global Retirement Partners
California
$6.58M +$1M +10,552 +18%
SFA
443
Souders Financial Advisors
Ohio
$6.56M +$6.27M +65,125 +2,236%
WA
444
Waverly Advisors
Alabama
$6.53M -$2.21M -22,903 -25%
LSC
445
Logan Stone Capital
Illinois
$6.53M +$6.53M +67,800 New
Comerica Bank
446
Comerica Bank
Texas
$6.52M +$1.23M +13,094 +23%
GWMIA
447
Global Wealth Management Investment Advisory
Florida
$6.48M -$552K -5,727 -8%
OFS
448
Oldfather Financial Services
Nebraska
$6.43M -$417K -4,328 -6%
JGIA
449
Jackson Grant Investment Advisers
Connecticut
$6.42M -$54.7K -568 -0.8%
PWPCM
450
Perella Weinberg Partners Capital Management
New York
$6.4M -$4.32M -44,811 -40%
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