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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,429 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 646 increasing their positions, 509 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-18
Holders Change %
-1.24%
% of All Funds
25.1%
Holding in Top 10
265
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.65%
New
84
Increased
646
Reduced
509
Closed
78
Calls
$46.4M
Puts
$23.6M
Net Calls
+$22.8M
Net Calls Change
-$90.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$465M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.63B
4
Jane Street
4
Jane Street
New York
$347M
5
RJA
5
Raymond James & Associates
Florida
$3.91B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.23B
2
Wells Fargo
2
Wells Fargo
California
$5.58B
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$2.07B
4
BlackRock
4
BlackRock
New York
$3.81B
5
SEIA
5
Signature Estate & Investment Advisors
California
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
351
Litman Gregory Wealth Management
California
$11.8M +$10.5M +91,264 +767%
HWMA
352
Heritage Wealth Management (Arizona)
Arizona
$11.8M +$4.35M +37,884 +59%
PFM
353
Peak Financial Management
Massachusetts
$11.7M +$224K +1,952 +2%
VCA
354
Verdence Capital Advisors
Maryland
$11.7M +$368K +3,207 +3%
FTS
355
Fifth Third Securities
Ohio
$11.7M +$11.7M +101,533 New
IWM
356
IHT Wealth Management
Illinois
$11.6M -$1.34M -11,669 -10%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$11.6M -$137K -1,195 -1%
ACS
358
Archford Capital Strategies
Illinois
$11.6M +$849K +7,391 +8%
PFT
359
Providence First Trust
Arizona
$11.5M +$554K +4,828 +5%
AA
360
Ancora Advisors
Ohio
$11.5M +$2.89M +25,179 +33%
ASN
361
Advisory Services Network
Georgia
$11.4M -$3.15M -27,436 -22%
WCM
362
Wealthcare Capital Management
Virginia
$11.4M -$124M -1,077,102 -92%
RWG
363
Regal Wealth Group
California
$11.3M +$45.2K +394 +0.4%
HW
364
Hancock Whitney
Mississippi
$11.3M -$3.21M -27,955 -22%
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$11.2M +$503K +4,378 +5%
MLICM
366
Metropolitan Life Insurance Company (MetLife)
New York
$11.1M – – –
CAG
367
Crestwood Advisors Group
Massachusetts
$11.1M +$275K +2,394 +3%
IWP
368
Innova Wealth Partners
Pennsylvania
$10.9M +$2.16M +18,844 +25%
HH
369
Hilltop Holdings
Texas
$10.7M +$10M +87,508 +1,448%
HFS
370
HBC Financial Services
Washington
$10.7M +$319K +2,790 +3%
CL
371
CPWM LLC
Washington
$10.6M -$276K -2,400 -3%
BPA
372
Beacon Pointe Advisors
California
$10.6M +$523K +4,557 +5%
SXL
373
Summit X LLC
Missouri
$10.6M -$559K -4,872 -5%
MWM
374
Mascoma Wealth Management
New Hampshire
$10.5M +$347K +3,023 +3%
RC
375
Roundview Capital
New Jersey
$10.4M +$401K +3,488 +4%
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