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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 %
PCMC
451
Paragon Capital Management (Colorado)
Colorado
$6.45M -$1.64M -15,288 -20%
LFS
452
Lutz Financial Services
Nebraska
$6.41M +$959K +8,954 +18%
Natixis Advisors
453
Natixis Advisors
Massachusetts
$6.39M -$22.1M -206,632 -78%
BA
454
Bellwether Advisors
Nebraska
$6.39M -$52.5K -490 -0.8%
EFG
455
Erickson Financial Group
Pennsylvania
$6.38M -$345K -3,223 -5%
CFA
456
Capstone Financial Advisors
Illinois
$6.35M +$5.51M +51,427 +651%
RT
457
Rockland Trust
Massachusetts
$6.3M -$1.67M -15,610 -21%
FCT
458
Family Capital Trust
Massachusetts
$6.3M +$35.3K +330 +0.6%
KPWS
459
Kestra Private Wealth Services
Texas
$6.3M -$1.26M -11,778 -17%
GAM
460
Gemmer Asset Management
California
$6.29M +$6.21M +57,981 +8,053%
AA
461
Alesco Advisors
New York
$6.22M +$35.8K +334 +0.6%
CCM
462
Crabel Capital Management
California
$6.21M -$13.6M -127,004 -69%
GRP
463
Global Retirement Partners
California
$6.16M +$6.16M +59,468 New
MNBTD
464
Moody National Bank Trust Division
Texas
$6.15M – – –
VAS
465
Vestmark Advisory Solutions
Massachusetts
$6.12M +$6.12M +57,151 New
FWI
466
Facet Wealth Inc
Maryland
$6.11M -$8.5M -79,365 -58%
MWM
467
Modera Wealth Management
New Jersey
$6.1M +$2.04M +19,072 +50%
MCA
468
Magnolia Capital Advisors
Mississippi
$6.07M -$7.71M -71,948 -56%
LW
469
Linscomb Wealth
Texas
$6.03M -$331K -3,090 -5%
PWP
470
Perfromance Wealth Partners
Illinois
$6.03M -$83.5K -780 -1%
EWS
471
Evergreen Wealth Solutions
Pennsylvania
$5.95M -$7.6K -71 -0.1%
FNBOO
472
First National Bank of Omaha
Nebraska
$5.92M -$1.09M -10,187 -16%
MWM
473
Mission Wealth Management
California
$5.92M -$373K -3,480 -6%
MW
474
Marcum Wealth
Ohio
$5.91M +$404K +3,772 +7%
LMIM
475
Lockheed Martin Investment Management
Maryland
$5.89M -$1.07M -10,000 -15%
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