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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 %
PFP
701
Pinnacle Financial Partners
Tennessee
$2.29M +$783K +7,307 +52%
GA
702
GFS Advisors
Texas
$2.28M +$225K +2,099 +11%
SW
703
SVB Wealth
Massachusetts
$2.27M -$223K -2,087 -9%
CCT
704
Chemung Canal Trust
New York
$2.26M -$2.36M -22,066 -51%
CAM
705
Chandler Asset Management
California
$2.24M – – –
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$2.21M +$315K +2,944 +17%
CIS
707
Continental Investors Services
Washington
$2.21M -$425K -3,728 -16%
IFAM
708
Institutional & Family Asset Management
Colorado
$2.2M -$11.8K -110 -0.5%
CWM
709
Connecticut Wealth Management
Connecticut
$2.18M -$3.42M -31,914 -61%
RW
710
RVW Wealth
California
$2.17M +$2.17M +20,268 New
ACA
711
Anchor Capital Advisors
Massachusetts
$2.17M +$1.34M +12,547 +163%
BJL
712
Brighton Jones LLC
Washington
$2.17M -$209K -1,952 -9%
USCWA
713
U.S. Capital Wealth Advisors
Texas
$2.17M -$12M -112,009 -85%
AM
714
Atwater Malick
Pennsylvania
$2.17M -$82.3K -769 -4%
HSA
715
HBK Sorce Advisory
Pennsylvania
$2.16M -$819K -7,650 -27%
CA
716
Calton & Associates
Florida
$2.16M -$442K -4,129 -17%
TWM
717
Tolleson Wealth Management
Texas
$2.13M -$342K -3,194 -14%
TSS
718
Two Sigma Securities
New York
$2.13M +$2.13M +19,910 New
TSW
719
Thompson Siegel & Walmsley
Virginia
$2.13M +$10.5K +98 +0.5%
ZF
720
Zhang Financial
Michigan
$2.12M -$956K -8,931 -31%
KWMG
721
King Wealth Management Group
Florida
$2.12M +$52.1K +487 +3%
FFA
722
Fragasso Financial Advisors
Pennsylvania
$2.11M -$324K -3,023 -13%
SMC
723
Smith, Moore & Co
Missouri
$2.1M -$63K -588 -3%
BIA
724
Bigelow Investment Advisors
Maine
$2.08M +$202K +1,887 +11%
CRCM
725
Corbett Road Capital Management
Virginia
$2.08M +$162K +1,514 +8%
27 28
29
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