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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,527 hedge funds and large institutions have $67.4B invested in iShares Core US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 529 increasing their positions, 743 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-22
Holders Change %
-1.42%
% of All Funds
25.82%
Holding in Top 10
283
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.04%
% of All Funds
4.79%
New
125
Increased
529
Reduced
743
Closed
135
Calls
$70.5M
Puts
$2.59M
Net Calls
+$67.9M
Net Calls Change
+$4.57M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$461M
2
RJA
Raymond James & Associates
Florida
+$417M
3
Members Trust
Members Trust
Florida
+$244M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$242M
5
Truist Financial
Truist Financial
North Carolina
+$231M

Top Sellers

1
BlackRock
BlackRock
New York
-$438M
2
MFRM
Milliman Financial Risk Management
Illinois
-$347M
3
SOMRS
State of Michigan Retirement System
Michigan
-$296M
4
Goldman Sachs
Goldman Sachs
New York
-$282M
5
Creative Planning
Creative Planning
Kansas
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
651
HYA Advisors
Missouri
$2.56M -$150K -1,479 -6%
CAL
652
Capital Advisors Ltd
Ohio
$2.56M -$590K -5,805 -19%
HF
653
HRT Financial
New York
$2.55M +$654K +6,437 +35%
CAG
654
Csenge Advisory Group
Florida
$2.55M +$156K +1,531 +7%
JCM
655
J2 Capital Management
Michigan
$2.52M +$111K +1,089 +5%
BWG
656
Beta Wealth Group
California
$2.52M -$83.6K -822 -3%
RIG
657
Ramiah Investment Group
Wisconsin
$2.51M +$10.4K +102 +0.4%
JIR
658
James Investment Research
Ohio
$2.51M -$43K -423 -2%
RW
659
Rede Wealth
Virginia
$2.49M +$2.49M +24,520 New
WDG
660
Wealth Dimensions Group
Ohio
$2.46M -$16.2M -159,359 -87%
NCG
661
Newport Capital Group
New Jersey
$2.46M -$624K -6,129 -20%
WPW
662
Waldron Private Wealth
Pennsylvania
$2.45M +$620K +6,099 +34%
OCM
663
Objective Capital Management
Ohio
$2.45M -$690K -6,784 -22%
PB
664
Pinnacle Bancorp
Nebraska
$2.44M +$1.52M +14,995 +167%
MWM
665
McNaughton Wealth Management
California
$2.43M +$237K +2,333 +11%
GFP
666
Gryphon Financial Partners
Ohio
$2.43M +$37.8K +372 +2%
DCM
667
Donaldson Capital Management
Indiana
$2.41M +$126K +1,242 +6%
CGA
668
Crescent Grove Advisors
Illinois
$2.4M -$451K -4,432 -16%
TFA
669
Transamerica Financial Advisors
Florida
$2.39M +$2.36M +23,200 +7,582%
CIS
670
Continental Investors Services
Washington
$2.39M +$420K +4,134 +21%
MWM
671
Meridian Wealth Management
Kentucky
$2.37M -$442K -4,347 -16%
FA
672
Fiducient Advisors
Illinois
$2.36M -$1.48M -14,597 -39%
HI
673
Hendershot Investments
Virginia
$2.35M -$172K -1,692 -7%
SF
674
Summit Financial
New Jersey
$2.35M +$2.12M +20,843 +918%
CPIG
675
Chicago Partners Investment Group
Illinois
$2.35M +$2.13M +20,475 +981%
25 26
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