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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 %
HAC
876
Harbor Advisory Corp
New Hampshire
$1.16M – – –
AP
877
Appleton Partners
Massachusetts
$1.16M -$44.8K -418 -4%
SAM
878
Simplify Asset Management
Nevada
$1.15M +$1.15M +10,763 New
CAWM
879
Capital Advisors Wealth Management
Washington
$1.15M -$51.3K -479 -4%
GF
880
Gries Financial
Ohio
$1.15M -$45.7K -427 -4%
SAM
881
Summit Asset Management
Tennessee
$1.14M -$2.89K -27 -0.3%
RWP
882
Revolve Wealth Partners
New Jersey
$1.14M +$19.4K +181 +2%
SC
883
Solstein Capital
California
$1.14M -$50.5K -471 -4%
BI
884
Berkeley Inc
Idaho
$1.13M -$35.6K -332 -3%
FDCDDQ
885
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12M -$42.8K -400 -4%
BC
886
Burney Company
Virginia
$1.12M -$10.2K -95 -0.9%
TRCT
887
Tower Research Capital (TRC)
New York
$1.12M +$1.12M +10,452 New
LSA
888
Lansing Street Advisors
Pennsylvania
$1.12M +$1.12M +10,667 New
SIM
889
Stratos Investment Management
Ohio
$1.11M -$115K -1,077 -9%
FC
890
Financial Consulate
Maryland
$1.11M – – –
QCIG
891
Quad-Cities Investment Group
Iowa
$1.11M +$52K +486 +5%
CAL
892
Capital Analysts LLC
Pennsylvania
$1.1M -$54.2M -506,446 -98%
CW
893
Cook Wealth
North Carolina
$1.1M – – –
SFG
894
SNS Financial Group
Minnesota
$1.1M -$72.4K -676 -6%
UFA
895
US Financial Advisors
Massachusetts
$1.1M -$50.7K -473 -4%
AIA
896
Alera Investment Advisors
Illinois
$1.09M +$289K +2,696 +36%
TWA
897
TPB Wealth Advisors
Texas
$1.09M -$82.1K -765 -7%
CSIA
898
Charles Schwab Investment Advisory
California
$1.08M +$686K +6,403 +174%
CWM
899
Cornerstone Wealth Management
Missouri
$1.08M -$857 -8 -0.1%
CFFP
900
Center for Financial Planning
Michigan
$1.08M -$417K -3,894 -28%
34 35
36
37 38