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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 %
ASFA
726
All Season Financial Advisors
Colorado
$1.91M +$563K +5,538 +42%
CWS
727
Cypress Wealth Services
California
$1.91M +$799K +7,855 +72%
IFS
728
Ifrah Financial Services
Arkansas
$1.9M -$1.84M -18,095 -49%
EW
729
Emerson Wealth
Michigan
$1.9M +$27K +1,737 +1%
Retirement Systems of Alabama
730
Retirement Systems of Alabama
Alabama
$1.89M -$73.4K -722 -4%
Kayne Anderson Rudnick Investment Management
731
Kayne Anderson Rudnick Investment Management
California
$1.88M +$477K +4,695 +34%
ACM
732
AlphaStar Capital Management
North Carolina
$1.85M -$2.47M -24,320 -57%
VFIC
733
Valley Forge Investment Consultants
Pennsylvania
$1.85M -$21.1K -207 -1%
ERWM
734
Elk River Wealth Management
Colorado
$1.85M +$247K +2,426 +15%
MP
735
McDonald Partners
Ohio
$1.85M +$140K +1,376 +8%
PWPS
736
Pinnacle Wealth Planning Services
Ohio
$1.84M -$3.24M -31,882 -64%
PTC
737
Private Trust Company
Ohio
$1.83M +$648K +6,372 +55%
OAM
738
Occidental Asset Management
California
$1.82M +$25.3K +249 +1%
FAM
739
Forte Asset Management
New York
$1.82M +$1.82M +17,917 New
SMC
740
Smith, Moore & Co
Missouri
$1.82M -$172K -1,693 -9%
BFC
741
Blue Fin Capital
Rhode Island
$1.82M +$3.86K +38 +0.2%
CI
742
Cambiar Investors
Colorado
$1.8M – – –
MWM
743
MorganRosel Wealth Management
Colorado
$1.79M -$697K -6,858 -28%
BBA
744
Braun-Bostich & Associates
Pennsylvania
$1.79M +$1.79M +17,581 New
BJL
745
Brighton Jones LLC
Washington
$1.78M -$277K -2,728 -13%
TSW
746
Thompson Siegel & Walmsley
Virginia
$1.77M -$248K -2,434 -12%
KIG
747
Kowal Investment Group
Wisconsin
$1.76M +$224K +2,200 +15%
GTAM
748
Global Trust Asset Management
Florida
$1.75M -$1.14M -11,168 -39%
BIA
749
Bigelow Investment Advisors
Maine
$1.74M -$235K -2,314 -12%
MCM
750
McKinley Capital Management
Alaska
$1.74M +$608K +5,978 +54%
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