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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 %
CIP
1151
Chartwell Investment Partners
Pennsylvania
$436K – – –
PCMC
1152
Private Capital Management (Colorado)
Colorado
$436K +$31.6K +295 +8%
TPWM
1153
Twelve Points Wealth Management
Massachusetts
$434K -$234K -2,190 -35%
CIAS
1154
Capital Investment Advisory Services
North Carolina
$432K +$139K +1,299 +47%
AFC
1155
AFT Forsyth & Company
Florida
$431K +$107 +1 +0%
RG
1156
Retirement Group
California
$429K -$358K -3,347 -46%
HCM
1157
Hudson Capital Management
New Jersey
$428K -$47K -439 -10%
CWP
1158
Capital Wealth Planning
Florida
$428K +$428K +3,994 New
HW
1159
Hamilton Wealth
California
$428K +$428K +3,995 New
PCG
1160
Private Capital Group
Connecticut
$427K -$280K -2,618 -40%
BFEC
1161
Benjamin F. Edwards & Company
Missouri
$426K +$59.6K +556 +16%
IWS
1162
Insight Wealth Strategies
California
$422K +$32.4K +303 +8%
CPW
1163
Catalyst Private Wealth
California
$420K -$25.7K -240 -6%
SSCA
1164
South Shore Capital Advisors
Massachusetts
$414K -$7.5K -70 -2%
SRC
1165
Sage Rhino Capital
California
$414K +$1.82K +17 +0.4%
CWA
1166
Clarity Wealth Advisors
California
$413K – – –
3LCM
1167
3D/L Capital Management
Connecticut
$408K +$185K +1,724 +83%
TWP
1168
Tempus Wealth Planning
California
$407K +$3.75K +35 +0.9%
AFS
1169
Annapolis Financial Services
Maryland
$403K – – –
LC
1170
LCNB Corp
Ohio
$403K +$42.5K +397 +12%
MAWCM
1171
Mine & Arao Wealth Creation & Management
California
$401K – – –
CC
1172
Cypress Capital
Tennessee
$399K – – –
MHS
1173
M Holdings Securities
Oregon
$398K +$398K +3,714 New
CMP
1174
Courage Miller Partners
Virginia
$397K -$45K -420 -10%
SB
1175
Strategic Blueprint
Georgia
$397K +$14.9K +139 +4%
45 46
47
48 49