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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,584 hedge funds and large institutions have $74.4B invested in iShares Core US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 640 increasing their positions, 532 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
+155
Holders Change %
+10.85%
% of All Funds
24.46%
Holding in Top 10
294
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.94%
% of All Funds
4.54%
New
264
Increased
640
Reduced
532
Closed
81
Calls
$28.6M
Puts
$13.6M
Net Calls
+$15M
Net Calls Change
-$7.77M

Top Buyers

1
BlackRock
1
BlackRock
New York
$4.74B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.7B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.04B
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$2.31B
5
Charles Schwab
5
Charles Schwab
California
$818M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$96.8M
2
Jane Street
2
Jane Street
New York
$22.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$110M
4
MA
4
MCF Advisors
Kentucky
$0
5
MFRM
5
Milliman Financial Risk Management
Illinois
$1.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
376
Penobscot Investment Management
Massachusetts
$12M -$1.4M -12,262 -10%
DAS
377
Dynamic Advisor Solutions
Arizona
$11.8M +$2.66M +23,290 +29%
PFT
378
Providence First Trust
Arizona
$11.8M +$352K +3,084 +3%
GC
379
Gould Capital
Washington
$11.5M +$11.5M +101,141 New
ACS
380
Archford Capital Strategies
Illinois
$11.5M -$43.9K -385 -0.4%
RWG
381
Regal Wealth Group
California
$11.5M +$305K +2,677 +3%
HTC
382
Haverford Trust Company
Pennsylvania
$11.4M -$6.25M -54,791 -35%
BWAM
383
Boyd Watterson Asset Management
Ohio
$11.3M +$10.4M +91,552 +1,199%
VCA
384
Verdence Capital Advisors
Maryland
$11.3M -$356K -3,120 -3%
RCM
385
Regency Capital Management
Hawaii
$11.2M -$9.43M -82,617 -46%
DWM
386
Doyle Wealth Management
Florida
$11.2M -$613K -5,374 -5%
WCM
387
Wealthcare Capital Management
Virginia
$11.2M -$92.7K -813 -0.8%
AWA
388
Arete Wealth Advisors
Illinois
$11.2M +$1.09M +9,542 +11%
CAG
389
Crestwood Advisors Group
Massachusetts
$11.1M +$97.7K +856 +0.9%
MLICM
390
Metropolitan Life Insurance Company (MetLife)
New York
$11.1M – – –
LGWM
391
Litman Gregory Wealth Management
California
$11M -$728K -6,379 -6%
IWM
392
IHT Wealth Management
Illinois
$10.9M -$709K -6,214 -6%
SB
393
Sunflower Bank
Texas
$10.7M -$2.34M -20,488 -18%
CL
394
CPWM LLC
Washington
$10.6M – – –
RC
395
Roundview Capital
New Jersey
$10.6M +$272K +2,383 +3%
QCG
396
Quadrant Capital Group
Ohio
$10.5M -$2.85M -24,962 -21%
SAM
397
Silverhawk Asset Management
Arizona
$10.4M +$10.4M +91,510 New
RIG
398
RiverFront Investment Group
Virginia
$10.3M +$10.3M +89,870 New
JWCA
399
J.W. Cole Advisors
Florida
$10.1M +$10.1M +88,609 New
AFP
400
Ausdal Financial Partners
Iowa
$9.99M +$869K +7,617 +10%
14 15
16
17 18