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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 %
SA
476
Shilanski & Associates
Alaska
$5.85M +$392K +3,664 +7%
BAM
477
Baldrige Asset Management
Pennsylvania
$5.84M +$502K +4,689 +9%
GPA
478
Guidance Point Advisors
Massachusetts
$5.82M -$3.98M -55,681 -41%
MAS
479
Madden Advisory Services
Florida
$5.78M -$219K -2,045 -4%
VI
480
Vestcor Inc
New Brunswick, Canada
$5.77M +$196K +1,830 +4%
ATFA
481
All Terrain Financial Advisors
Minnesota
$5.76M -$99.8K -932 -2%
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$5.71M -$330K -3,077 -5%
ST
483
Smithfield Trust
Pennsylvania
$5.7M -$2.74M -25,555 -32%
BFG
484
Baron Financial Group
New Jersey
$5.67M +$1.32M +12,280 +30%
MC
485
Minot Capital
Colorado
$5.64M – – –
CWM
486
Calamos Wealth Management
Illinois
$5.64M -$2.53M -23,590 -31%
LWP
487
Lumature Wealth Partners
Georgia
$5.62M -$63.4K -592 -1%
AWS
488
AJ Wealth Strategies
New York
$5.58M -$115M -1,071,357 -95%
LWAC
489
Laurel Wealth Advisors (California)
California
$5.57M +$1.48M +13,829 +36%
PWW
490
Pettyjohn Wood & White
Virginia
$5.55M -$77.1K -720 -1%
PIM
491
Penobscot Investment Management
Massachusetts
$5.51M -$5.72M -53,388 -51%
JWS
492
Juncture Wealth Strategies
Arizona
$5.49M -$64.7K -604 -1%
FMWA
493
Forvis Mazars Wealth Advisors
Missouri
$5.46M +$1.41M +13,207 +35%
AIM
494
Acropolis Investment Management
Missouri
$5.46M -$555K -5,185 -9%
CW
495
Connectus Wealth
Ohio
$5.44M +$5.44M +47,658 New
PCWA
496
Pacific Capital Wealth Advisors
California
$5.44M +$43.9K +410 +0.8%
ML
497
McAdam LLC
Pennsylvania
$5.42M +$2.7M +25,221 +99%
BBW
498
Blue Barn Wealth
Utah
$5.41M +$494K +4,611 +10%
IA
499
Integrity Advisory
Kansas
$5.4M +$5.4M +50,442 New
PWPS
500
Pinnacle Wealth Planning Services
Ohio
$5.35M -$2.09M -19,496 -28%
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