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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
$4.22B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$8.46B
3
Wells Fargo
Wells Fargo
California
$5.45B
4
SDIC
South Dakota Investment Council
South Dakota
$251M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$491M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$800M
2
AF
Allworth Financial
California
$82.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
GC
Guggenheim Capital
Illinois
$0
5
TAIM
TD Ameritrade Investment Management
Nebraska
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
1576
Naviter Wealth
Arkansas
– -$3.43M -30,041 Closed
PVH
1577
Psagot Value Holdings
Israel
– -$3.42M -30,000 Closed
PA
1578
PFG Advisors
Arizona
– -$3.35M -29,354 Closed
AP
1579
Advisors Preferred
Maryland
– -$3.08M -27,176 Closed
TCM
1580
Triumph Capital Management
Colorado
– -$2.52M -22,105 Closed
DWM
1581
Drive Wealth Management
Utah
– -$1.82M -15,908 Closed
FC
1582
FCA Corp
Texas
– -$1.77M -15,476 Closed
TPWA
1583
TRUE Private Wealth Advisors
Oregon
– -$1.5M -13,126 Closed
OWA
1584
Opal Wealth Advisors
New York
– -$1.39M -12,157 Closed
LSC
1585
Logan Stone Capital
Illinois
– -$1.37M -11,984 Closed
KM
1586
Kalos Management
Georgia
– -$1.27M -11,057 Closed
SDH
1587
Sloy Dahl & Holst
Washington
– -$1.15M -10,000 Closed
ARC
1588
Advisor Resource Council
Texas
– -$1.12M -9,846 Closed
PPW
1589
Parcion Private Wealth
Washington
– -$884K -7,885 Closed
CIBC Asset Management
1590
CIBC Asset Management
Ontario, Canada
– -$844K -7,395 Closed
SW
1591
StrongBox Wealth
Missouri
– -$827K -7,254 Closed
AIC
1592
Argus Investors Counsel
New York
– -$812K -7,118 Closed
VPIM
1593
Vanguard Personalized Indexing Management
California
– -$789K -6,919 Closed
MPW
1594
Monterey Private Wealth
California
– -$781K -6,849 Closed
TPA
1595
Trivium Point Advisory
Connecticut
– -$731K -6,412 Closed
MCM
1596
Mainstay Capital Management
Michigan
– -$697K -6,115 Closed
ACM
1597
Anfield Capital Management
California
– -$635K -5,570 Closed
FF
1598
Fluent Financial
Texas
– -$600K -5,258 Closed
BCA
1599
Bay Colony Advisors
Massachusetts
– -$595K -5,220 Closed
CCMG
1600
Clark Capital Management Group
Pennsylvania
– -$590K -5,172 Closed
62 63
64
65 66