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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 %
RCM
776
Rain Capital Management
Oregon
$1.66M +$1.26M +11,752 +317%
APWA
777
Atlas Private Wealth Advisors
New Jersey
$1.65M -$244K -2,279 -13%
CCB
778
Country Club Bank
Missouri
$1.65M +$1.65M +15,399 New
CTC
779
Central Trust Company
Missouri
$1.65M -$384K -3,582 -19%
HWM
780
HB Wealth Management
Georgia
$1.64M +$265K +2,470 +19%
WFA
781
Wells Financial Advisors
Massachusetts
$1.64M -$21K -196 -1%
EPWM
782
Essex Private Wealth Management
Massachusetts
$1.64M +$82.5K +770 +5%
CBFP
783
Cedar Brook Financial Partners
Ohio
$1.63M +$336K +3,140 +26%
KIG
784
Kowal Investment Group
Wisconsin
$1.62M +$693K +6,472 +75%
Koshinski Asset Management
785
Koshinski Asset Management
Illinois
$1.59M -$131K -1,219 -8%
WA
786
WBH Advisory
Maryland
$1.57M +$1.57M +15,183 New
EW
787
Element Wealth
Mississippi
$1.57M +$405K +3,785 +35%
WMA
788
West Michigan Advisors
Michigan
$1.57M +$31.3K +292 +2%
BI
789
Ballast Inc
Kentucky
$1.56M +$41.1K +384 +3%
SSWM
790
Sheets Smith Wealth Management
North Carolina
$1.56M -$97.1K -907 -6%
LA
791
Latitude Advisors
Florida
$1.55M +$417K +3,890 +37%
FFBTD
792
First Financial Bank - Trust Division
Ohio
$1.55M +$20.6K +192 +1%
MWM
793
Madison Wealth Management
Ohio
$1.55M -$1.71M -15,985 -53%
SAS
794
Sanford Advisory Services
Michigan
$1.55M +$97.8K +913 +7%
LFG
795
Larson Financial Group
Missouri
$1.54M -$1.53M -14,325 -50%
SCA
796
Snowden Capital Advisors
New York
$1.54M +$267K +2,495 +21%
CAAM
797
Cornerstone Advisors Asset Management
Pennsylvania
$1.54M – – –
IF
798
Intrua Financial
Texas
$1.53M -$43.1K -402 -3%
GWM
799
Grand Wealth Management
Michigan
$1.53M +$365K +3,411 +31%
WF
800
Warner Financial
Maryland
$1.52M -$634K -5,921 -29%
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