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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 %
IWP
851
IAG Wealth Partners
Wisconsin
$1.25M -$886K -8,275 -42%
SMDAM
852
Sumitomo Mitsui DS Asset Management
Japan
$1.25M +$135K +1,260 +12%
TFA
853
Tranquilli Financial Advisor
New Jersey
$1.25M -$152K -1,416 -11%
PTC
854
Private Trust Company
Ohio
$1.24M -$217K -2,026 -15%
WWA
855
WC Walker & Associates
California
$1.24M +$32K +305 +3%
FH
856
FWG Holdings
Florida
$1.24M +$11.2K +105 +0.9%
AWM
857
Aprio Wealth Management
Georgia
$1.23M -$33.5M -312,965 -96%
RI
858
Rinkey Investments
California
$1.23M -$18K -176 -1%
UFF
859
USA Financial Formulas
Michigan
$1.23M +$1.23M +11,471 New
WS
860
Wedbush Securities
California
$1.23M -$30.5K -285 -2%
KL
861
KWMG LLC
Kansas
$1.22M -$18.3K -171 -1%
FNBOSM
862
First National Bank of South Miami
Florida
$1.22M -$49.2K -459 -4%
CF
863
Clarity Financial
Texas
$1.21M +$33.7K +315 +3%
MM
864
Main Management
California
$1.21M -$3.44M -32,113 -74%
CMBA
865
C.M. Bidwell & Associates
Hawaii
$1.2M -$27.5K -257 -2%
JFG
866
JMG Financial Group
Illinois
$1.2M -$12.3K -115 -1%
MCM
867
McKinley Capital Management
Alaska
$1.2M +$351K +3,274 +42%
SAM
868
Strategy Asset Managers
California
$1.19M +$1.19M +11,067 New
HDIM
869
Hanson & Doremus Investment Management
Vermont
$1.18M +$952K +8,892 +415%
BCM
870
BTC Capital Management
Iowa
$1.18M -$317K -2,966 -21%
FWP
871
FAS Wealth Partners
Kansas
$1.18M -$251K -2,341 -18%
CA
872
Continuum Advisory
Idaho
$1.18M +$543K +5,277 +86%
WWM
873
Windsor Wealth Management
Indiana
$1.17M -$37.3K -356 -3%
CWS
874
Cypress Wealth Services
California
$1.17M +$513K +4,788 +78%
MAM
875
McLean Asset Management
Virginia
$1.17M -$404K -3,768 -26%
33 34
35
36 37