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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
+$961M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$495M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$433M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$317M
5
Charles Schwab
Charles Schwab
California
+$267M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$365M
2
Jane Street
Jane Street
New York
-$322M
3
SG Americas Securities
SG Americas Securities
New York
-$252M
4
MA
MCF Advisors
Kentucky
-$131M
5
MFRM
Milliman Financial Risk Management
Illinois
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
576
TrustCore Financial Services
Tennessee
$4.44M +$2.99M +26,219 +207%
HH
577
Hilltop Holdings
Texas
$4.42M -$6.25M -54,774 -59%
WP
578
WealthShield Partners
North Carolina
$4.42M +$568K +4,977 +15%
LWAC
579
Laurel Wealth Advisors (California)
California
$4.36M +$1.77M +15,503 +68%
MWM
580
Modera Wealth Management
New Jersey
$4.32M +$3.75M +32,831 +648%
RWRC
581
R.W. Roge & Company
New York
$4.32M -$227K -2,026 -5%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$4.31M -$597K -5,231 -12%
CCM
583
Coldstream Capital Management
Washington
$4.3M +$2.26M +19,851 +111%
FFA
584
First Foundation Advisors
California
$4.3M +$1.09M +9,541 +34%
WA
585
Winfield Associates
Ohio
$4.24M -$395K -3,465 -9%
AFS
586
AFG Fiduciary Services
Massachusetts
$4.24M +$4.24M +37,140 New
BCM
587
Beaumont Capital Management
Massachusetts
$4.24M +$3.6M +31,544 +565%
CPIG
588
Chicago Partners Investment Group
Illinois
$4.23M -$70.9K -648 -2%
FCBT
589
First Citizens Bank & Trust
North Carolina
$4.2M -$86.9K -762 -2%
GCL
590
Gouws Capital LLC
North Carolina
$4.19M +$4.19M +36,695 New
IFS
591
Ifrah Financial Services
Arkansas
$4.17M +$66.5K +583 +2%
AAS
592
Ameritas Advisory Services
Nebraska
$4.15M +$4.15M +36,402 New
VanEck Associates
593
VanEck Associates
New York
$4.14M +$649K +5,688 +19%
AMG
594
Asset Management Group
Connecticut
$4.13M -$13.6K -119 -0.3%
SSWM
595
Smith Salley Wealth Management
North Carolina
$4.11M -$803K -7,039 -16%
TA
596
TrueWealth Advisors
Alabama
$4.1M +$2.4M +21,029 +141%
CWA
597
Clarus Wealth Advisors
Arizona
$4.07M +$372K +3,300 +10%
OCM
598
One Capital Management
California
$4.07M -$365K -3,196 -8%
First Trust Advisors
599
First Trust Advisors
Illinois
$4.07M +$365K +3,200 +10%
BFA
600
Beaumont Financial Advisors
Massachusetts
$4.06M +$124K +1,084 +3%
22 23
24
25 26