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

Top Sellers

1
Franklin Resources
Franklin Resources
California
$96.8M
2
Jane Street
Jane Street
New York
$22.2M
3
SG Americas Securities
SG Americas Securities
New York
$110M
4
MA
MCF Advisors
Kentucky
$0
5
MFRM
Milliman Financial Risk Management
Illinois
$1.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
476
Redwood Investment Management
Arizona
$6.93M -$221K -1,962 -3%
AWM
477
Apollon Wealth Management
South Carolina
$6.9M +$1.34M +11,773 +24%
CSIC
478
Clifford Swan Investment Counsel
California
$6.89M +$2.4M +21,067 +54%
BA
479
Bellwether Advisors
Nebraska
$6.86M -$698K -6,119 -9%
TFF
480
The Family Firm
Maryland
$6.83M +$393K +3,446 +6%
LW
481
Linscomb Wealth
Texas
$6.78M -$355K -3,112 -5%
LSAG
482
Lake Street Advisors Group
New Hampshire
$6.75M +$11.6K +102 +0.2%
HI
483
Hudock Inc
Pennsylvania
$6.74M +$188K +1,644 +3%
MWM
484
Mission Wealth Management
California
$6.7M -$1.12M -9,832 -14%
FCT
485
Family Capital Trust
Massachusetts
$6.67M +$24.2K +212 +0.4%
AA
486
Alesco Advisors
New York
$6.59M -$12.1M -105,963 -65%
DW
487
Domani Wealth
Pennsylvania
$6.57M -$2.6M -22,765 -28%
MNBTD
488
Moody National Bank Trust Division
Texas
$6.55M – – –
PWP
489
Perfromance Wealth Partners
Illinois
$6.51M +$6.51M +57,049 New
WAP
490
Wealthcare Advisory Partners
Pennsylvania
$6.44M -$100K -878 -2%
GSWM
491
Greenup Street Wealth Management
Michigan
$6.41M +$6.41M +56,163 New
AIM
492
Acropolis Investment Management
Missouri
$6.4M -$227K -1,991 -3%
MAS
493
Madden Advisory Services
Florida
$6.39M -$400K -3,509 -6%
EWS
494
Evergreen Wealth Solutions
Pennsylvania
$6.35M +$6.35M +55,662 New
VWA
495
V Wealth Advisors
Kansas
$6.32M -$821K -7,200 -11%
PFA
496
Pure Financial Advisors
California
$6.25M -$192K -1,679 -3%
ATFA
497
All Terrain Financial Advisors
Minnesota
$6.24M +$513K +4,496 +9%
HFS
498
Heritage Financial Services
Massachusetts
$6.19M +$6.19M +54,224 New
CPCM
499
Cornerstone Partners Capital Management
Virginia
$6.11M -$17.9M -157,203 -75%
CWA
500
Canvas Wealth Advisors
Kansas
$6.09M -$147K -1,291 -2%
18 19
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