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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 %
CJL
1426
Cyrus J. Lawrence
New York
$123K +$123K +1,150 New
CA
1427
Centerpoint Advisors
Massachusetts
$120K -$16.5K -155 -12%
TF
1428
TimeScale Financial
Massachusetts
$118K +$323 +3 +0.3%
TAM
1429
Townsend Asset Management
North Carolina
$115K -$18.7K -174 -14%
PAI
1430
Pittenger & Anderson Inc
Nebraska
$115K +$107 +1 +0.1%
LPP
1431
Life Planning Partners
Florida
$110K +$4.25K +40 +4%
SSB
1432
Sandy Spring Bank
Maryland
$109K +$23.9K +223 +28%
SC
1433
Sierra Capital
Florida
$107K -$1.35M -12,600 -93%
MFC
1434
Mechanics Financial Corp
Ohio
$107K – – –
CNBTD
1435
Citizens National Bank Trust Department
Mississippi
$103K – – –
AWM
1436
Atticus Wealth Management
Florida
$101K +$322 +3 +0.3%
ACA
1437
Aptus Capital Advisors
Alabama
$98K +$77.6K +724 +381%
CFD
1438
Creative Financial Designs
Indiana
$96K +$14.7K +138 +18%
PA
1439
PSI Advisors
Florida
$95K -$29.5K -276 -24%
VNIM
1440
Vaughan Nelson Investment Management
Texas
$95K -$10.2K -95 -10%
MTIC
1441
Missouri Trust & Investment Company
Missouri
$95K -$5.44K -51 -5%
BSWA
1442
Bromfield Sneider Wealth Advisors
Massachusetts
$94K +$94K +882 New
LS
1443
Leelyn Smith
Illinois
$87K -$17.4K -162 -17%
BHWM
1444
Beaird Harris Wealth Management
Texas
$87K – – –
SIC
1445
Salem Investment Counselors
North Carolina
$83K -$64.3K -597 -44%
EDRH
1446
Edmond de Rothschild Holding
Switzerland
$80K -$58.1K -545 -42%
AWA
1447
Artemis Wealth Advisors
New York
$79.3K +$321 +3 +0.4%
NIC
1448
Northwest Investment Counselors
Oregon
$79K +$107 +1 +0.1%
ADL
1449
Asset Dedication LLC
California
$77K – – –
VRM
1450
Vectors Research Management
New York
$77K – – –
56 57
58
59 60