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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 %
SFPM
1051
Sensible Financial Planning & Management
Massachusetts
$602K -$1.62M -15,085 -73%
PGFC
1052
Peapack-Gladstone Financial Corp
New Jersey
$602K +$257K +2,396 +74%
JWCA
1053
J.W. Coons Advisors
Ohio
$598K – – –
AAP
1054
Arax Advisory Partners
Colorado
$596K -$4.39M -41,060 -88%
AFIA
1055
America First Investment Advisors
Nebraska
$596K – – –
AIM
1056
Axiom Investment Management
New York
$596K +$71K +664 +14%
CFCI
1057
Comprehensive Financial Consultants Institutional
Indiana
$594K -$13.4K -132 -2%
GPC
1058
Garrison Point Capital
California
$591K – – –
WCFA
1059
Walkner Condon Financial Advisors
Wisconsin
$589K -$293K -2,741 -33%
OFS
1060
OneAscent Financial Services
Alabama
$589K +$589K +5,504 New
IIC
1061
Ironwood Investment Counsel
Arizona
$587K -$497K -4,643 -46%
TMWM
1062
Taylor & Morgan Wealth Management
Michigan
$583K -$230K -2,145 -28%
TLFA
1063
True Link Financial Advisors
California
$580K -$1.97M -18,421 -77%
LJAC
1064
L.J. Altfest & Co
New York
$575K +$5.14K +48 +0.9%
DSA
1065
Droms Strauss Advisors
Missouri
$575K +$13.2K +123 +2%
HWM
1066
Howard Wealth Management
Connecticut
$573K -$8.03K -75 -1%
SL
1067
SWMG LLC
Texas
$573K +$750 +7 +0.1%
WIA
1068
Westbourne Investment Advisors
Maryland
$568K +$39.8K +372 +8%
KA
1069
Kovack Advisors
Florida
$565K -$2.27M -21,235 -80%
DY
1070
Dowling & Yahnke
California
$562K +$307K +2,864 +120%
CCA
1071
Childress Capital Advisors
Texas
$561K +$48.2K +450 +9%
AA
1072
ACT Advisors
North Carolina
$560K -$136K -1,271 -20%
RWP
1073
Ridgecrest Wealth Partners
California
$557K -$539K -5,036 -49%
TF
1074
Tompkins Financial
New York
$557K +$554K +5,172 +16,684%
GP
1075
Girard Partners
Pennsylvania
$555K -$141K -1,313 -20%
41 42
43
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