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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 %
RIA
601
Regal Investment Advisors
Michigan
$4.03M +$226K +1,978 +6%
SI
602
Saxon Interests
Texas
$3.99M +$3.99M +35,402 New
RFG
603
Range Financial Group
Oregon
$3.98M +$1.03M +9,020 +35%
LSPW
604
Lake Street Private Wealth
Illinois
$3.97M -$701K -6,148 -15%
SC
605
Savant Capital
Illinois
$3.97M -$18.4K -161 -0.5%
RIA
606
Realta Investment Advisors
Delaware
$3.9M -$160K -1,402 -4%
TC
607
Telemus Capital
Michigan
$3.9M +$1.47M +12,903 +61%
CANC
608
Culbertson A N & Co
Virginia
$3.88M -$85.6K -750 -2%
DL
609
DOHJ LLC
Washington
$3.86M -$22.4K -196 -0.6%
BMD
610
Better Money Decisions
New Mexico
$3.86M +$1.87M +16,420 +94%
FA
611
Fagan Associates
New York
$3.85M -$78.5K -688 -2%
Principal Financial Group
612
Principal Financial Group
Iowa
$3.84M +$3.84M +33,620 New
NFG
613
Next Financial Group
Texas
$3.8M +$407K +3,570 +12%
PP
614
Prosperity Planning
Missouri
$3.79M -$8.9K -78 -0.2%
WHG
615
Westwood Holdings Group
Texas
$3.79M -$20.5K -180 -0.5%
BIP
616
Blueprint Investment Partners
North Carolina
$3.76M +$3.16M +27,730 +528%
AL
617
ADE LLC
Maryland
$3.74M +$3.37M +29,529 +906%
C
618
Clearshares
New York
$3.73M – – –
LFAS
619
Level Four Advisory Services
Texas
$3.73M +$1.29M +11,290 +53%
AAM
620
Autus Asset Management
Arizona
$3.72M +$24.6K +216 +0.7%
NCG
621
Newport Capital Group
New Jersey
$3.7M -$134K -1,178 -4%
MLFP
622
MPS Loria Financial Planners
Illinois
$3.69M +$63.2K +554 +2%
LF
623
Lee Financial
Texas
$3.67M +$147K +1,288 +4%
AI
624
Accredited Investors
Minnesota
$3.67M +$3.67M +32,137 New
RSWM
625
Robertson Stephens Wealth Management
California
$3.63M +$2.09M +18,353 +136%
23 24
25
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