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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
Franklin Resources
California
$465M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$8.3B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.63B
4
Jane Street
Jane Street
New York
$347M
5
RJA
Raymond James & Associates
Florida
$3.91B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.23B
2
Wells Fargo
Wells Fargo
California
$5.58B
3
TAIM
TD Ameritrade Investment Management
Nebraska
$2.07B
4
BlackRock
BlackRock
New York
$3.81B
5
SEIA
Signature Estate & Investment Advisors
California
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
676
Brighton Jones LLC
Washington
$2.24M -$130K -1,134 -6%
AM
677
Atwater Malick
Pennsylvania
$2.23M +$50.6K +441 +2%
EW
678
Emerson Wealth
Michigan
$2.22M +$99.6K +5,518 +5%
State Street
679
State Street
Massachusetts
$2.21M +$13.8K +120 +0.6%
KWMG
680
King Wealth Management Group
Florida
$2.21M +$58.9K +513 +3%
CI
681
Cambiar Investors
Colorado
$2.21M -$34.9K -304 -2%
APWA
682
Atlas Private Wealth Advisors
New Jersey
$2.19M -$23.8K -207 -1%
CIBC Asset Management
683
CIBC Asset Management
Ontario, Canada
$2.16M – – –
GW
684
GW & Wade
Massachusetts
$2.15M +$9.76K +85 +0.5%
AWE
685
Avidian Wealth Enterprises
Texas
$2.15M -$200K -1,740 -9%
BWA
686
BDO Wealth Advisors
Florida
$2.12M +$1.03K +9 +0%
G
687
GenTrust
Florida
$2.12M -$14.7K -128 -0.7%
MWC
688
MKD Wealth Coaches
Michigan
$2.1M +$3.79K +33 +0.2%
CCM
689
Canal Capital Management
Virginia
$2.09M -$117K -1,017 -5%
PG
690
Patten Group
Tennessee
$2.07M +$82.8K +721 +4%
FWP
691
FAS Wealth Partners
Kansas
$2.07M -$78.6K -685 -4%
CCM
692
Coldstream Capital Management
Washington
$2.07M -$1.02M -8,769 -33%
Koshinski Asset Management
693
Koshinski Asset Management
Illinois
$2.07M +$433K +3,773 +27%
UWPG
694
Ullmann Wealth Partners Group
Florida
$2.06M +$459 +4 +0%
DPI
695
Diversified Portfolios Inc
Michigan
$2.03M +$2.03M +17,714 New
MP
696
McDonald Partners
Ohio
$2.02M +$345 +3 +0%
BIA
697
Bigelow Investment Advisors
Maine
$2M +$459 +4 +0%
SAMC
698
Spectrum Asset Management (Connecticut)
Connecticut
$2M +$1.06M +9,259 +114%
CAMG
699
CWA Asset Management Group
Florida
$2M -$32.4K -282 -2%
BMD
700
Better Money Decisions
New Mexico
$2M +$361K +3,146 +22%
26 27
28
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