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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 %
MWA
551
Motive Wealth Advisors
Michigan
$3.96M +$62.2K +542 +2%
FA
552
Fagan Associates
New York
$3.96M +$92.6K +806 +2%
BFA
553
Beaumont Financial Advisors
Massachusetts
$3.96M +$371K +3,231 +10%
HA
554
HYA Advisors
Missouri
$3.95M -$363K -3,189 -8%
BRWA
555
B. Riley Wealth Advisors
Florida
$3.9M -$3.03M -26,352 -44%
DL
556
DOHJ LLC
Washington
$3.9M -$11.8K -103 -0.3%
RCAG
557
Rehmann Capital Advisory Group
Michigan
$3.9M -$53.4K -465 -1%
NEGWA
558
New England Guild Wealth Advisors
Connecticut
$3.9M -$50.4K -439 -1%
WP
559
WealthShield Partners
North Carolina
$3.87M -$2.7M -23,526 -41%
NCG
560
Newport Capital Group
New Jersey
$3.86M -$8.38K -73 -0.2%
RWB
561
RMR Wealth Builders
New Jersey
$3.85M +$721K +6,274 +23%
HI
562
Hendershot Investments
Virginia
$3.84M -$111K -970 -3%
WHG
563
Westwood Holdings Group
Texas
$3.84M -$234K -2,036 -6%
RPCA
564
Running Point Capital Advisors
California
$3.83M +$114K +992 +3%
RIA
565
Regal Investment Advisors
Michigan
$3.83M +$73K +636 +2%
PP
566
Prosperity Planning
Missouri
$3.83M +$497K +4,331 +15%
AIM
567
Astor Investment Management
Illinois
$3.78M -$1.24M -10,808 -25%
CWA
568
Clarus Wealth Advisors
Arizona
$3.77M +$105K +917 +3%
BFG
569
Baron Financial Group
New Jersey
$3.74M +$653K +5,690 +21%
BA
570
Ballew Advisors
Mississippi
$3.73M -$72K -631 -2%
5L
571
55I LLC
Massachusetts
$3.73M -$6.64M -57,817 -64%
C
572
Clearshares
New York
$3.73M +$90.9K +792 +2%
First Trust Advisors
573
First Trust Advisors
Illinois
$3.72M +$93.3K +813 +3%
CAL
574
Capital Advisors Ltd
Ohio
$3.72M -$49.8K -434 -1%
AAM
575
Autus Asset Management
Arizona
$3.72M +$31.1K +271 +0.8%
21 22
23
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