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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 %
W
1076
WealthOne
New York
$555K +$351K +3,272 +172%
CQS
1077
Credential Qtrade Securities
$555K +$14.5K +135 +3%
NL
1078
Navalign LLC
California
$553K -$282K -2,725 -34%
Vontobel Holding
1079
Vontobel Holding
Switzerland
$552K -$777K -7,250 -58%
CPA
1080
Cardiff Park Advisors
California
$551K +$1.5K +14 +0.3%
DBRC
1081
D.B. Root & Company
Pennsylvania
$551K +$219K +2,048 +66%
CBN
1082
Cadence Bank NA
Texas
$549K – – –
MFW
1083
Meristem Family Wealth
Minnesota
$548K – – –
PO
1084
Private Ocean
California
$548K +$377K +3,519 +221%
SAF
1085
Smith Anglin Financial
Texas
$545K -$172K -1,610 -24%
SFP
1086
Sandbox Financial Partners
Maryland
$542K -$139K -1,302 -20%
VCM
1087
Vivaldi Capital Management
Illinois
$542K +$43.9K +429 +9%
SWP
1088
Strategic Wealth Partners
Ohio
$536K -$611K -5,699 -53%
MWM
1089
Merriman Wealth Management
Washington
$536K +$536K +5,004 New
LPWM
1090
Lake Point Wealth Management
Texas
$534K -$594K -5,552 -53%
IC
1091
Intersect Capital
California
$532K +$99.3K +927 +23%
EWM
1092
Executive Wealth Management
Michigan
$531K -$51.6K -482 -9%
PAM
1093
Palisade Asset Management
Minnesota
$531K -$38.6K -360 -7%
FHC
1094
First Heartland Consultants
Missouri
$530K -$181K -1,688 -25%
BFWA
1095
Benchmark Financial Wealth Advisors
Florida
$529K -$15.9M -148,272 -97%
VFA
1096
Voya Financial Advisors
Connecticut
$529K -$797K -7,434 -60%
FCA
1097
FinTrust Capital Advisors
South Carolina
$528K -$15.7K -147 -3%
PAMG
1098
Patton Albertson Miller Group
Tennessee
$527K -$380K -3,548 -42%
FAN
1099
Financial Advisors Network
California
$524K -$1.93M -18,020 -79%
SS
1100
Sunbelt Securities
Texas
$523K -$2.57K -24 -0.5%
42 43
44
45 46