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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 %
FA
1001
Fortis Advisors
Pennsylvania
$744K +$389K +3,634 +110%
FMP
1002
Financial Management Professionals
Texas
$743K +$124K +1,157 +20%
IWN
1003
Independent Wealth Network
Iowa
$736K +$260K +2,427 +55%
RBA
1004
Richard Bernstein Advisors
New York
$730K -$12.1M -112,650 -94%
SFCL
1005
Strengthening Families & Communities LLC
Massachusetts
$721K +$11.7K +109 +2%
MIA
1006
MMBG Investment Advisors
Florida
$714K – – –
SWM
1007
Stockman Wealth Management
Montana
$712K -$33.2K -310 -4%
TSA
1008
Tri-Star Advisors
Texas
$707K +$467K +4,508 +194%
NA
1009
Nottingham Advisors
New York
$705K -$69.8K -652 -9%
EWM
1010
Empirical Wealth Management
Washington
$705K +$418K +3,906 +146%
BRWM
1011
B. Riley Wealth Management
Tennessee
$704K +$79.1K +739 +13%
WAL
1012
W Advisors LLC
Tennessee
$702K +$70K +653 +11%
SP
1013
Successful Portfolios
Florida
$692K -$6.75K -63 -1%
SFO
1014
Stokes Family Office
Louisiana
$690K +$298K +2,777 +76%
ORC
1015
O'Rourke & Company
Massachusetts
$689K -$23.7K -221 -3%
JF
1016
JSF Financial
California
$687K -$265K -2,477 -28%
TWM
1017
Thrive Wealth Management
Pennsylvania
$686K +$686K +6,401 New
TNB
1018
Thomasville National Bank
Georgia
$679K -$28.2K -263 -4%
HFA
1019
High Falls Advisors
New York
$677K +$242K +2,255 +55%
ECM
1020
Evergreen Capital Management
Washington
$674K -$195K -1,820 -22%
SWA
1021
Strategies Wealth Advisors
Michigan
$673K -$134K -1,253 -17%
KF
1022
Krilogy Financial
Missouri
$672K -$687K -6,411 -51%
EWA
1023
EverSource Wealth Advisors
Alabama
$672K +$403K +3,760 +150%
BFG
1024
Berger Financial Group
Minnesota
$671K +$70.8K +661 +12%
DFA
1025
Delta Financial Advisors
Louisiana
$668K -$38.3K -358 -5%
39 40
41
42 43