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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
+$408M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$396M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$238M
4
Jane Street
Jane Street
New York
+$229M
5
RJA
Raymond James & Associates
Florida
+$228M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$463M
2
Wells Fargo
Wells Fargo
California
-$426M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$280M
4
BlackRock
BlackRock
New York
-$271M
5
SEIA
Signature Estate & Investment Advisors
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
701
Perigon Wealth Management
California
$1.98M -$60.6K -528 -3%
BFPW
702
BOK Financial Private Wealth
Colorado
$1.98M -$83.9K -731 -4%
CFFP
703
Center for Financial Planning
Michigan
$1.97M +$83.5K +727 +4%
CFG
704
Citizens Financial Group
Rhode Island
$1.94M -$91.6K -798 -5%
CCT
705
Country Club Trust
Missouri
$1.94M -$111K -966 -5%
BL
706
BFSG LLC
California
$1.89M -$104K -908 -5%
WS
707
Wedbush Securities
California
$1.89M -$34.8K -303 -2%
PFM
708
Parsec Financial Management
North Carolina
$1.88M -$6.57K -57 -0.3%
MAM
709
Meeder Asset Management
Ohio
$1.87M +$1.6M +13,945 +594%
PA
710
Procyon Advisors
Connecticut
$1.87M -$144K -1,252 -7%
IA
711
IFG Advisory
Georgia
$1.87M +$164K +1,430 +10%
ODIJL
712
One Day In July LLC
Vermont
$1.86M +$347K +3,018 +23%
UAS
713
United Asset Strategies
New York
$1.85M +$351K +3,053 +23%
LFG
714
Larson Financial Group
Missouri
$1.85M +$676K +5,886 +58%
SF
715
Summit Financial
New Jersey
$1.85M +$778K +6,775 +73%
HIM
716
HawsGoodwin Investment Management
Tennessee
$1.84M – – –
DA
717
Doliver Advisors
Texas
$1.83M +$1.83M +15,924 New
ERWM
718
Elk River Wealth Management
Colorado
$1.82M -$307K -2,671 -14%
SS
719
Simplicity Solutions
Minnesota
$1.81M +$663K +5,773 +58%
EIP
720
Ellis Investment Partners
Pennsylvania
$1.8M -$3.56K -31 -0.2%
BFC
721
Blue Fin Capital
Rhode Island
$1.8M +$28.4K +247 +2%
XF
722
XML Financial
Maryland
$1.8M +$67K +584 +4%
QA
723
Quantitative Advantage
Minnesota
$1.79M +$21.4K +186 +1%
NEPWA
724
New England Private Wealth Advisors
Massachusetts
$1.78M +$12.4K +108 +0.7%
DTC
725
Davidson Trust Company
Washington
$1.78M +$65.1K +567 +4%
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