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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 %
CCA
801
Cobblestone Capital Advisors
New York
$1.69M +$31K +272 +2%
MA
802
Modus Advisors
Minnesota
$1.67M -$47.7K -418 -3%
IF
803
Intrua Financial
Texas
$1.67M -$43.6K -382 -3%
EPWM
804
Essex Private Wealth Management
Massachusetts
$1.66M -$15.2K -133 -0.9%
MAM
805
McLean Asset Management
Virginia
$1.65M +$148K +1,319 +10%
ACM
806
AUA Capital Management
Pennsylvania
$1.64M +$15.3K +134 +0.9%
CAAM
807
Cornerstone Advisors Asset Management
Pennsylvania
$1.64M +$1.64M +14,379 New
WMA
808
West Michigan Advisors
Michigan
$1.64M +$1.64M +14,348 New
DFG
809
Demars Financial Group
Washington
$1.63M -$68.5K -601 -4%
FFBTD
810
First Financial Bank - Trust Division
Ohio
$1.63M -$120K -1,048 -7%
PI
811
PineBridge Investments
New York
$1.62M -$131K -1,150 -8%
BI
812
Ballast Inc
Kentucky
$1.62M -$52.6K -461 -3%
FT
813
Fiduciary Trust
Massachusetts
$1.61M +$37.4K +328 +2%
PFP
814
Pinnacle Financial Partners
Tennessee
$1.6M +$119K +1,042 +8%
ASFA
815
All Season Financial Advisors
Colorado
$1.6M +$176K +1,544 +12%
BCM
816
BTC Capital Management
Iowa
$1.6M +$338K +2,966 +27%
JG
817
Jefferies Group
New York
$1.59M +$3.76K +33 +0.2%
CFFP
818
Center for Financial Planning
Michigan
$1.59M -$363K -3,182 -19%
VVP
819
Venture Visionary Partners
Ohio
$1.58M -$2.97K -26 -0.2%
SHIM
820
Stone House Investment Management
Pennsylvania
$1.58M -$47.7K -418 -3%
WSFS
821
Wilmington Savings Fund Society
Delaware
$1.58M -$102K -898 -6%
MWM
822
McNaughton Wealth Management
California
$1.56M +$226K +2,013 +17%
PTC
823
Private Trust Company
Ohio
$1.56M -$190K -1,665 -11%
SC
824
Sierra Capital
Florida
$1.55M +$57.5K +504 +4%
SAS
825
Sanford Advisory Services
Michigan
$1.55M +$317K +2,776 +26%
31 32
33
34 35