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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,441 hedge funds and large institutions have $65.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 608 increasing their positions, 564 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.37%
Holding in Top 10
273
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-7.14%
% of All Funds
4.81%
New
117
Increased
608
Reduced
564
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$741M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$648M
3
Bank of America
Bank of America
North Carolina
+$555M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$327M
5
BlackRock
BlackRock
New York
+$320M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$882M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
-$285M
3
Morgan Stanley
Morgan Stanley
New York
-$224M
4
MGB
Mass General Brigham
Massachusetts
-$169M
5
TC
Toews Corporation
New Jersey
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
776
Fieldpoint Private Securities
Connecticut
$1.51M -$82.5K -725 -5%
SCM
777
SCS Capital Management
Massachusetts
$1.51M -$7.17K -63 -0.5%
BMD
778
Better Money Decisions
New Mexico
$1.51M +$1.51M +13,252 New
MAM
779
McLean Asset Management
Virginia
$1.51M +$1.51M +13,164 New
CAAS
780
Capital Asset Advisory Services
Michigan
$1.5M -$452K -3,971 -23%
KM
781
Kalos Management
Georgia
$1.5M -$11.3K -99 -0.7%
CFG
782
CKW Financial Group
Hawaii
$1.5M +$41K +360 +3%
AP
783
Appleton Partners
Massachusetts
$1.5M -$72.3K -635 -5%
CCM
784
Coldstream Capital Management
Washington
$1.5M +$26.1K +229 +2%
EAMA
785
EFG Asset Management (Americas)
Florida
$1.48M – – –
FIB
786
First Interstate Bancsystem
Montana
$1.46M +$1.46M +12,803 New
TC
787
Trilogy Capital
California
$1.46M +$114 +1 +0%
GLA
788
Good Life Advisors
Pennsylvania
$1.45M -$80.7K -706 -5%
AIA
789
Affinity Investment Advisors
California
$1.45M -$342K -3,000 -19%
MJB
790
Mark J. Bradley
$1.45M +$90.5K +795 +7%
BI
791
Ballast Inc
Kentucky
$1.45M +$192K +1,684 +15%
RWA
792
Redhawk Wealth Advisors
Minnesota
$1.44M -$1.77M -15,539 -55%
SC
793
Sierra Capital
Florida
$1.44M +$1.44M +12,615 New
HB
794
Homrich & Berg
Georgia
$1.42M -$38K -334 -3%
CC
795
Cadinha & Co
Hawaii
$1.42M +$531K +4,664 +60%
DTC
796
Davidson Trust Company
Washington
$1.41M +$68.4K +601 +5%
XF
797
XML Financial
Maryland
$1.41M +$98K +861 +7%
VSWA
798
Vontobel Swiss Wealth Advisors
Switzerland
$1.41M -$21.6K -190 -2%
WFA
799
WestHill Financial Advisors
California
$1.41M +$72.9K +640 +5%
GPA
800
Garrison Point Advisors
California
$1.41M – – –
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