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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 %
KA
676
Kovack Advisors
Florida
$3.03M -$1.15M -10,062 -28%
BS
677
Banco Santander
Spain
$2.99M – – –
DCM
678
Donaldson Capital Management
Indiana
$2.98M +$220K +1,928 +8%
BB
679
Busey Bank
Illinois
$2.97M -$286K -2,504 -9%
PWP
680
Personal Wealth Partners
Minnesota
$2.95M -$56.4K -494 -2%
RWB
681
RMR Wealth Builders
New Jersey
$2.94M -$885K -7,754 -23%
ML
682
McAdam LLC
Pennsylvania
$2.9M +$170K +1,491 +6%
TC
683
TownSquare Capital
Utah
$2.89M +$2.3M +20,139 +388%
PCA
684
Providence Capital Advisors
North Carolina
$2.89M +$185K +1,620 +7%
AWE
685
Avidian Wealth Enterprises
Texas
$2.88M +$749K +6,564 +35%
APWM
686
Atlas Private Wealth Management
New York
$2.87M +$8.44K +74 +0.3%
NAG
687
Northstar Advisory Group
New Jersey
$2.82M +$2.82M +24,732 New
FHA
688
Flagship Harbor Advisors
Massachusetts
$2.81M -$308K -2,704 -10%
CAM
689
Cresset Asset Management
Illinois
$2.8M -$248K -2,178 -8%
CA
690
Calton & Associates
Florida
$2.77M -$1.42M -12,442 -34%
HI
691
Harbour Investments
Wisconsin
$2.73M -$26.7M -234,230 -91%
TCM
692
Traynor Capital Management
Pennsylvania
$2.72M +$209K +1,835 +8%
TLFA
693
True Link Financial Advisors
California
$2.72M +$453K +3,974 +20%
LRWA
694
Long Run Wealth Advisors
New York
$2.7M +$2.7M +23,685 New
CPO
695
Cerity Partners OCIO
New York
$2.68M +$267K +2,338 +11%
SW
696
SVB Wealth
Massachusetts
$2.66M -$51.3K -450 -2%
SRC
697
Shufro Rose & Co
New York
$2.65M -$157K -1,372 -6%
PFG
698
Pacific Financial Group
Washington
$2.65M -$12.8K -114 -0.5%
TWM
699
Tolleson Wealth Management
Texas
$2.64M -$1.47M -12,927 -36%
FCMT
700
Founders Capital Management (Texas)
Texas
$2.63M -$40.6K -356 -2%
26 27
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