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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 %
AT
551
Arden Trust
Delaware
$4.37M -$21M -196,176 -83%
KPWG
552
KFA Private Wealth Group
Virginia
$4.34M -$7.76M -72,421 -64%
CCM
553
Coldstream Capital Management
Washington
$4.32M +$281K +2,621 +7%
LOPW
554
Live Oak Private Wealth
North Carolina
$4.3M -$1.61K -15 -0%
BFA
555
Beaumont Financial Advisors
Massachusetts
$4.26M +$453K +4,232 +12%
SFS
556
Security Financial Services
Indiana
$4.25M +$2.23M +20,825 +110%
SWRP
557
Summit Wealth & Retirement Planning
California
$4.2M -$232K -2,164 -5%
UWPG
558
Ullmann Wealth Partners Group
Florida
$4.2M +$2.21M +20,666 +112%
MWA
559
Motive Wealth Advisors
Michigan
$4.15M -$2.82M -26,346 -40%
KLCM
560
KG&L Capital Management
Louisiana
$4.13M -$49.6K -463 -1%
WP
561
WealthShield Partners
North Carolina
$4.11M -$32.1K -300 -0.8%
TA
562
TrueWealth Advisors
Alabama
$4.1M – – –
KIM
563
Karpus Investment Management
New York
$4.1M +$750K +7,005 +22%
RWRC
564
R.W. Roge & Company
New York
$4.09M -$26.5K -247 -0.6%
PP
565
Prudential plc
United Kingdom
$4.07M +$4.07M +38,000 New
AAS
566
Ameritas Advisory Services
Nebraska
$4.05M +$154K +1,436 +4%
FA
567
Fiducient Advisors
Illinois
$4.05M -$1.6M -14,968 -28%
NW
568
NewEdge Wealth
Pennsylvania
$4.02M -$518K -4,838 -11%
SVWAG
569
Sound View Wealth Advisors Group
Georgia
$4.02M -$1.12M -10,425 -22%
CWM
570
Cahill Wealth Management
Michigan
$4M +$4M +37,388 New
BCM
571
Beaumont Capital Management
Massachusetts
$3.99M +$9.1K +85 +0.2%
CPCM
572
Cornerstone Partners Capital Management
Virginia
$3.98M -$1.75M -16,365 -31%
BIP
573
Blueprint Investment Partners
North Carolina
$3.96M +$499K +4,760 +14%
SIA
574
Soltis Investment Advisors
Utah
$3.96M -$372K -3,474 -9%
IFS
575
Ifrah Financial Services
Arkansas
$3.94M +$29.8K +278 +0.8%
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