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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 %
CFN
976
Cordasco Financial Network
Florida
$825K -$68.2K -636 -8%
GBWM
977
Granite Bay Wealth Management
New Hampshire
$824K -$60.6K -566 -7%
FUBT
978
First United Bank & Trust
Maryland
$811K – – –
HIP
979
HUB Investment Partners
Texas
$807K -$54.2K -506 -6%
WIA
980
World Investment Advisors
California
$804K +$91K +850 +13%
1WM
981
1900 Wealth Management
Texas
$798K +$29.1K +272 +4%
AAM
982
Autus Asset Management
Arizona
$795K -$2.69M -25,147 -77%
IHL
983
Investment House LLC
California
$793K +$793K +7,404 New
CCFM
984
Clear Creek Financial Management
Washington
$791K -$136K -1,267 -15%
CCA
985
Conservest Capital Advisors
Pennsylvania
$788K +$788K +7,360 New
LWM
986
Lyell Wealth Management
California
$786K +$238K +2,226 +44%
TDWM
987
Topel & Distasi Wealth Management
California
$785K -$72.4K -676 -8%
SHFP
988
Second Half Financial Partners
Florida
$782K +$782K +6,872 New
SOS
989
Silver Oak Securities
Tennessee
$771K +$771K +7,383 New
Bank Julius Baer & Co
990
Bank Julius Baer & Co
Switzerland
$768K -$200K -1,865 -21%
TC
991
TownSquare Capital
Utah
$760K -$1.95M -18,230 -72%
MOS
992
MGO One Seven
Ohio
$760K -$111K -1,038 -13%
EAMA
993
EFG Asset Management (Americas)
Florida
$756K -$558K -5,207 -42%
MYIA
994
Mount Yale Investment Advisors
Colorado
$755K +$755K +7,054 New
Wolverine Trading
995
Wolverine Trading
Illinois
$752K +$752K +7,014 New
H
996
HoyleCohen
California
$751K -$157K -1,467 -17%
KW
997
KWB Wealth
California
$750K – – –
ISB
998
Iowa State Bank
Iowa
$748K +$173K +1,620 +30%
SCA
999
Stillwater Capital Advisors
Pennsylvania
$747K -$2.68K -25 -0.4%
SCA
1000
Stokes Capital Advisors
South Carolina
$746K +$746K +6,967 New
38 39
40
41 42