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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,441 hedge funds and large institutions have $65.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 608 increasing their positions, 564 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.37%
Holding in Top 10
273
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-7.14%
% of All Funds
4.81%
New
117
Increased
608
Reduced
564
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$741M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$648M
3
Bank of America
Bank of America
North Carolina
+$555M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$327M
5
BlackRock
BlackRock
New York
+$320M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$882M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$285M
3
Morgan Stanley
Morgan Stanley
New York
-$224M
4
MGB
Mass General Brigham
Massachusetts
-$169M
5
TC
Toews Corporation
New Jersey
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
551
Frontier Wealth Management
Missouri
$4.01M +$3.75M +32,907 +1,427%
QCM
552
Quest Capital Management
Texas
$4M -$101K -886 -2%
SC
553
Savant Capital
Illinois
$4M +$140K +1,232 +4%
NCG
554
Newport Capital Group
New Jersey
$4M -$8.77K -77 -0.2%
NW
555
NewEdge Wealth
Pennsylvania
$3.97M +$2.98M +26,147 +299%
FHA
556
Flagship Harbor Advisors
Massachusetts
$3.97M -$145K -1,270 -4%
CAL
557
Capital Advisors Ltd
Ohio
$3.97M -$6.38K -56 -0.2%
GA
558
GoalVest Advisory
New York
$3.96M -$2.5M -21,972 -39%
EWA
559
Exencial Wealth Advisors
Oklahoma
$3.93M +$1.22M +10,712 +45%
RIA
560
Realta Investment Advisors
Delaware
$3.92M +$1.84M +16,197 +89%
SW
561
SteelPeak Wealth
California
$3.92M -$586K -5,147 -13%
AWA
562
Arkadios Wealth Advisors
Georgia
$3.85M +$1.32M +11,574 +52%
PCWA
563
Pacific Capital Wealth Advisors
California
$3.85M -$697K -6,122 -15%
CI
564
CX Institutional
Indiana
$3.84M -$90.5K -795 -2%
CMO
565
Covenant Multifamily Offices
Texas
$3.84M +$955K +8,393 +33%
VAS
566
Valicenti Advisory Services
New York
$3.84M +$3.84M +33,749 New
IFS
567
Ifrah Financial Services
Arkansas
$3.84M -$1.86M -16,350 -33%
NL
568
Navalign LLC
California
$3.82M +$3.82M +33,598 New
MW
569
Marcum Wealth
Ohio
$3.8M +$3.6M +31,648 +1,800%
FA
570
Fagan Associates
New York
$3.79M +$334K +2,934 +10%
AIP
571
Almanack Investment Partners
Pennsylvania
$3.77M +$3.01M +26,487 +399%
AIC
572
Ameritas Investment Company
Nebraska
$3.74M +$1.97M +17,314 +111%
TWM
573
Tolleson Wealth Management
Texas
$3.73M +$225K +1,974 +6%
RPCA
574
Running Point Capital Advisors
California
$3.73M +$34K +299 +0.9%
MFG
575
Menard Financial Group
Texas
$3.71M +$416K +3,653 +13%
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