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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 %
CG
901
Cutler Group
California
$1.07M +$778K +7,265 +262%
PA
902
Pinnacle Associates
New York
$1.07M -$57.5K -537 -5%
BCM
903
Bowie Capital Management
Texas
$1.07M +$1.07M +10,000 New
PIA
904
Pinion Investment Advisors
Kansas
$1.07M -$189K -1,767 -15%
JAG
905
Journey Advisory Group
Kentucky
$1.06M – – –
KPW
906
Kore Private Wealth
New York
$1.05M -$1.06M -9,894 -50%
SC
907
Schiavi & Co
Delaware
$1.05M +$1.05M +9,821 New
T
908
TCWP
Ohio
$1.04M +$1.04M +9,748 New
RPCA
909
Running Point Capital Advisors
California
$1.04M +$185K +1,725 +22%
AIA
910
Angeles Investment Advisors
California
$1.04M -$979K -9,140 -49%
CAN
911
Claraphi Advisory Network
United States
$1.03M +$68.2K +637 +7%
MA
912
Mosaic Advisors
Texas
$1.02M -$1.83M -17,085 -64%
WAG
913
Winthrop Advisory Group
Massachusetts
$1.02M -$37.9K -354 -4%
CWM
914
Congress Wealth Management
Massachusetts
$1.02M -$156K -1,452 -13%
TCA
915
Transcend Capital Advisors
New Jersey
$1.02M +$403K +3,761 +66%
QC
916
Quent Capital
New York
$1.01M +$1.01M +9,400 New
CIA
917
Capital Investment Advisors
Georgia
$1.01M +$78.1K +729 +8%
PCMF
918
Private Capital Management (Florida)
Florida
$1M +$1M +9,334 New
LIM
919
Leavell Investment Management
Alabama
$999K +$415K +3,873 +71%
ANBT
920
American National Bank & Trust
Texas
$994K -$10.8K -101 -1%
COF
921
Capital One Financial
Virginia
$993K -$5.65M -52,800 -85%
CA
922
CGN Advisors
Kansas
$993K +$84.7K +791 +9%
IIC
923
Integrated Investment Consultants
Michigan
$992K -$112K -1,042 -10%
FSG
924
Financial Strategies Group
Michigan
$989K +$429K +4,010 +77%
PPW
925
Pinnacle Private Wealth
Massachusetts
$987K -$446K -4,165 -31%
35 36
37
38 39