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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 %
AIM
451
Acropolis Investment Management
Missouri
$6.5M -$107K -958 -2%
PFA
452
Pure Financial Advisors
California
$6.48M +$261K +2,272 +4%
LBC
453
Lowe Brockenbrough & Co
Virginia
$6.47M +$6.47M +56,333 New
TFF
454
The Family Firm
Maryland
$6.44M +$18.4K +161 +0.3%
CWA
455
Canvas Wealth Advisors
Kansas
$6.28M +$1M +8,722 +19%
PWW
456
Pettyjohn Wood & White
Virginia
$6.27M -$451K -3,928 -7%
ACM
457
Ashford Capital Management
Delaware
$6.22M +$1.13M +9,823 +22%
CM
458
Columbus Macro
Pennsylvania
$6.19M -$207K -1,803 -3%
FWI
459
Facet Wealth Inc
Maryland
$6.15M -$18.4K -160 -0.3%
PCWA
460
Pacific Capital Wealth Advisors
California
$6.11M +$1.25M +10,892 +26%
FA
461
Fiducient Advisors
Illinois
$6.06M -$650K -5,660 -10%
MC
462
Minot Capital
Colorado
$6.05M – – –
VI
463
Vestcor Inc
New Brunswick, Canada
$5.97M – – –
LWP
464
Lumature Wealth Partners
Georgia
$5.94M +$453K +3,943 +8%
SCP
465
Silverleafe Capital Partners
Tennessee
$5.89M +$20.7K +180 +0.4%
OMC
466
Old Mission Capital
Illinois
$5.79M +$5.79M +50,460 New
WCM
467
Wunderlich Capital Managemnt
Tennessee
$5.79M +$550K +4,792 +11%
ATFA
468
All Terrain Financial Advisors
Minnesota
$5.77M +$528K +4,595 +10%
PA
469
Paragon Advisors
Texas
$5.76M +$5.1M +44,447 +779%
SA
470
Shilanski & Associates
Alaska
$5.73M +$356K +3,101 +7%
AIA
471
Arbor Investment Advisors
North Carolina
$5.7M +$3.61M +31,450 +173%
RFO
472
RiverGlades Family Offices
Florida
$5.68M -$123K -1,068 -2%
1SB
473
1ST Source Bank
Indiana
$5.66M +$518K +4,513 +10%
MW
474
Marcum Wealth
Ohio
$5.63M +$1.47M +12,816 +35%
AWM
475
Apollon Wealth Management
South Carolina
$5.6M +$1.7M +14,786 +44%
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