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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 %
Luther King Capital Management (LKCM)
501
Luther King Capital Management (LKCM)
Texas
$5.32M -$5.53M – –
OAM
502
Oppenheimer Asset Management
New York
$5.32M +$327K +3,049 +7%
NCM
503
New Capital Management
Texas
$5.28M +$107K +1,003 +2%
WCM
504
Wunderlich Capital Managemnt
Tennessee
$5.28M -$46.4K -433 -0.9%
MCM
505
Maryland Capital Management
Maryland
$5.26M +$4.51M +42,151 +606%
RCIM
506
Red Cedar Investment Management
Michigan
$5.25M +$89.1K +832 +2%
P
507
Pitcairn
Pennsylvania
$5.25M +$1.06M +9,872 +25%
RFO
508
RiverGlades Family Offices
Florida
$5.23M -$218K -2,040 -4%
ATC
509
Adirondack Trust Company
New York
$5.23M +$220K +2,050 +4%
TF
510
Trek Financial
Arizona
$5.21M +$4.98M +46,518 +2,186%
TCBWMS
511
Texas Capital Bank Wealth Management Services
Texas
$5.2M +$267K +2,494 +5%
HFS
512
Heritage Financial Services
Massachusetts
$5.18M -$628K -5,864 -11%
WFA
513
Wipfli Financial Advisors
Wisconsin
$5.17M +$5.17M +48,284 New
JHCP
514
Jackson Hole Capital Partners
Oklahoma
$5.16M +$20.6K +192 +0.4%
CFGF
515
Compass Financial Group (Florida)
Florida
$5.15M -$26.5K -247 -0.5%
AWA
516
Aquire Wealth Advisors
Utah
$5.14M +$323K +3,011 +7%
CAGAS
517
Capital Advisory Group Advisory Services
Minnesota
$5.12M +$17.8K +166 +0.3%
MWP
518
Madison Wealth Partners
Wisconsin
$5.1M -$15.3M -142,489 -75%
DL
519
DOHJ LLC
Washington
$5.04M +$1.42M +13,260 +39%
SWA
520
Sax Wealth Advisors
New Jersey
$4.97M +$4.39M +40,996 +764%
AL
521
Aspiriant LLC
California
$4.96M -$7.18K -67 -0.1%
VWA
522
V Wealth Advisors
Kansas
$4.95M -$987K -9,214 -17%
CI
523
CX Institutional
Indiana
$4.94M -$76.7K -716 -2%
SAM
524
Silverhawk Asset Management
Arizona
$4.92M -$4.88M -45,614 -50%
VAS
525
Valicenti Advisory Services
New York
$4.88M +$229K +2,137 +5%
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