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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 %
OWM
1201
OneAscent Wealth Management
Alabama
$376K +$376K +3,509 New
SC
1202
Stephens Consulting
Michigan
$376K -$588K -5,490 -61%
LHEI
1203
Leo H. Evart Inc
California
$375K +$1.07K +10 +0.3%
NP
1204
NorthRock Partners
Minnesota
$372K -$56.8K -530 -13%
CAM
1205
Cubic Asset Management
Massachusetts
$370K – – –
PBF
1206
Petix & Botte Financial
California
$367K +$172K +1,606 +88%
BCPWM
1207
Bradley & Co Private Wealth Management
Florida
$364K -$489K -4,570 -57%
GSAM
1208
Grant Street Asset Management
Pennsylvania
$364K -$178K -1,663 -33%
CHC
1209
City Holding Co
West Virginia
$363K -$42.8K -400 -11%
HIS
1210
Harvest Investment Services
Illinois
$362K +$321 +3 +0.1%
NEPPG
1211
New England Professional Planning Group
Rhode Island
$362K +$427 +4 +0.1%
EA
1212
Emerald Advisors
Washington
$361K +$47.9K +447 +15%
BWL
1213
Bogart Wealth LLC
Virginia
$358K -$4.92K -46 -1%
VCS
1214
Vaughan & Co Securities
New Jersey
$354K +$3.21K +30 +0.9%
KOC
1215
Koss-Olinger Consulting
Florida
$353K -$334K -3,127 -49%
CFA
1216
Compass Financial Advisors
Indiana
$353K -$1.39K -13 -0.4%
AWM
1217
Accurate Wealth Management
Florida
$353K +$353K +3,300 New
CFS
1218
CRA Financial Services
New Jersey
$349K -$25.7K -240 -7%
AC
1219
Anson Capital
Georgia
$349K +$963 +9 +0.3%
EAM
1220
Evanson Asset Management
California
$348K +$1.07K +10 +0.3%
ES
1221
ETF Store
Kansas
$345K +$933 +9 +0.3%
MSCM
1222
McElhenny Sheffield Capital Management
Texas
$343K +$61.1K +571 +22%
RWA
1223
Ropes Wealth Advisors
Massachusetts
$342K -$38.2K -357 -10%
SFG
1224
StrategIQ Financial Group
Indiana
$340K -$33.5K -312 -9%
NB
1225
NBT Bank
New York
$338K +$16.1K +150 +5%
47 48
49
50 51