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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 %
HWA
501
Hillcrest Wealth Advisors
New Jersey
$4.88M -$18.9K -165 -0.4%
PIMG
502
Patriot Investment Management Group
Tennessee
$4.83M +$13.2K +115 +0.3%
SIAM
503
Sterling Investment Advisors (Missouri)
Missouri
$4.83M +$256K +2,227 +6%
VAS
504
Valicenti Advisory Services
New York
$4.82M +$319K +2,779 +7%
SVWAG
505
Sound View Wealth Advisors Group
Georgia
$4.8M +$138K +1,204 +3%
GIA
506
Gladstone Institutional Advisory
Florida
$4.78M +$766K +6,668 +19%
FNBT
507
FineMark National Bank & Trust
Florida
$4.77M -$498K -4,336 -9%
AF
508
Advisornet Financial
Minnesota
$4.74M +$1.44M +12,515 +44%
LOPW
509
Live Oak Private Wealth
North Carolina
$4.72M -$38.6K -336 -0.8%
LSPW
510
Lake Street Private Wealth
Illinois
$4.71M +$297K +2,582 +7%
AWA
511
Aaron Wealth Advisors
Illinois
$4.7M +$945K +8,231 +25%
SWRP
512
Summit Wealth & Retirement Planning
California
$4.68M +$177K +1,537 +4%
WA
513
Winfield Associates
Ohio
$4.67M -$179K -1,555 -4%
ONB
514
Old National Bancorp
Indiana
$4.65M -$603K -5,251 -11%
OC
515
Oppenheimer & Co
New York
$4.64M -$785K -6,832 -14%
SIA
516
Soltis Investment Advisors
Utah
$4.63M +$363K +3,160 +8%
RWRC
517
R.W. Roge & Company
New York
$4.62M -$86.5K -758 -2%
Bank Julius Baer & Co
518
Bank Julius Baer & Co
Switzerland
$4.59M -$1.01M -8,755 -18%
EP
519
Eudaimonia Partners
Tennessee
$4.58M -$169K -1,469 -4%
HIS
520
Harvest Investment Services
Illinois
$4.58M -$550K -4,789 -11%
AL
521
Aspiriant LLC
California
$4.57M +$91.3K +795 +2%
TFCP
522
Twin Focus Capital Partners
Massachusetts
$4.56M -$82.1K -715 -2%
NW
523
NewEdge Wealth
Pennsylvania
$4.5M +$440K +3,834 +11%
CSIC
524
Clifford Swan Investment Counsel
California
$4.5M +$4.5M +39,326 New
CGA
525
Crescent Grove Advisors
Illinois
$4.49M -$120K -1,049 -3%
19 20
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