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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 %
JHCP
526
Jackson Hole Capital Partners
Oklahoma
$5.47M +$179K +1,570 +3%
CAGAS
527
Capital Advisory Group Advisory Services
Minnesota
$5.43M +$106K +932 +2%
CI
528
CX Institutional
Indiana
$5.34M +$222K +1,947 +4%
ATC
529
Adirondack Trust Company
New York
$5.34M -$1.19M -10,400 -18%
AAP
530
Arax Advisory Partners
Colorado
$5.32M -$89.7K -786 -2%
OAM
531
Oppenheimer Asset Management
New York
$5.31M +$49.3K +432 +0.9%
AL
532
Aspiriant LLC
California
$5.29M +$759K +6,651 +17%
ISL
533
Ingalls & Snyder LLC
New York
$5.28M -$11.4K -100 -0.2%
TCBWMS
534
Texas Capital Bank Wealth Management Services
Texas
$5.25M +$2.28K +20 +0%
BBW
535
Blue Barn Wealth
Utah
$5.24M +$1.01M +8,863 +24%
EWA
536
Exencial Wealth Advisors
Oklahoma
$5.21M +$5.21M +45,637 New
DWA
537
Delos Wealth Advisors
Texas
$5.19M +$178K +1,564 +4%
AF
538
Advisornet Financial
Minnesota
$5.16M +$455K +3,990 +10%
WPW
539
Waldron Private Wealth
Pennsylvania
$5.15M +$4.82M +42,277 +1,485%
AWA
540
Aquire Wealth Advisors
Utah
$5.13M +$5.13M +44,931 New
LTL
541
Lowery Thomas LLC
California
$5.09M +$5.09M +44,586 New
SFP
542
Strategic Financial Partners
Oregon
$5.07M +$2.24M +19,676 +80%
SIAM
543
Sterling Investment Advisors (Missouri)
Missouri
$5M +$205K +1,795 +4%
Squarepoint
544
Squarepoint
New York
$5M +$5M +43,781 New
SEIA
545
Signature Estate & Investment Advisors
California
$4.98M +$2.25M +19,688 +82%
SSW
546
Smith Shellnut Wilson
Mississippi
$4.98M +$4.98M +43,662 New
ACM
547
AlphaStar Capital Management
North Carolina
$4.97M -$3.34M -29,567 -40%
VAS
548
Valicenti Advisory Services
New York
$4.96M +$166K +1,453 +3%
MM
549
Main Management
California
$4.95M +$674K +5,909 +16%
FNBT
550
FineMark National Bank & Trust
Florida
$4.94M +$197K +1,724 +4%
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