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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 %
NL
401
NWAM LLC
Washington
$9.92M +$1.22M +10,711 +14%
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$9.81M -$98.6K -864 -1%
OPS
403
Orion Portfolio Solutions
Nebraska
$9.79M -$2.79M -24,423 -22%
HNWAG
404
High Net Worth Advisory Group
Florida
$9.75M +$9.75M +85,458 New
KFP
405
KMG Fiduciary Partners
Ohio
$9.69M +$74.5K +653 +0.8%
GFG
406
Greystone Financial Group
Michigan
$9.69M +$280K +2,456 +3%
MBTD
407
Mechanics Bank - Trust Department
California
$9.61M -$33.8K -296 -0.4%
M&T Bank
408
M&T Bank
New York
$9.55M -$130K -1,138 -1%
OFG
409
Omega Financial Group
California
$9.41M +$2.21M +19,408 +31%
BPA
410
Beacon Pointe Advisors
California
$9.34M -$1.17M -10,253 -11%
NCM
411
Northland Capital Management
Minnesota
$9.32M +$9.32M +81,675 New
COI
412
Connable Office Inc
Michigan
$9.27M +$767K +6,721 +9%
STA
413
Summit Trail Advisors
New York
$9.21M -$3.23M -28,349 -26%
AG
414
Ascent Group
Virginia
$9.16M +$9.16M +81,613 New
FTA
415
Financial & Tax Architects
Missouri
$9.14M +$142K +1,249 +2%
SAM
416
Sompo Asset Management
Japan
$9.13M -$111K -969 -1%
CM
417
Columbus Macro
Pennsylvania
$9.09M +$2.94M +25,815 +48%
CWP
418
Corepath Wealth Partners
Arizona
$9.06M +$478K +4,257 +6%
HNB
419
Huntington National Bank
Ohio
$9.02M -$9.06M -6,417 Closed
BWM
420
Boyd Wealth Management
California
$9M +$9M +78,925 New
ST
421
Smithfield Trust
Pennsylvania
$8.99M +$5.64M +49,402 +168%
AIM
422
Allen Investment Management
New York
$8.98M – – –
SXL
423
Summit X LLC
Missouri
$8.97M -$1.54M -13,453 -15%
9WM
424
9258 Wealth Management
Ohio
$8.93M +$318K +2,784 +4%
SC
425
Scotia Capital
Ontario, Canada
$8.85M +$1.46M +12,805 +20%
15 16
17
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