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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 %
WCG
826
Weaver Consulting Group
California
$1.54M -$191K -1,671 -11%
RWP
827
RWA Wealth Partners
Massachusetts
$1.54M +$1.27M +11,096 +459%
OCG
828
Opus Capital Group
Ohio
$1.54M +$165K +1,443 +12%
FPS
829
Fieldpoint Private Securities
Connecticut
$1.53M +$11.8K +103 +0.8%
PPW
830
Pinnacle Private Wealth
Massachusetts
$1.53M +$1.53M +13,384 New
FWP
831
FAS Wealth Partners
Kansas
$1.52M -$535K -4,687 -26%
CFG
832
CKW Financial Group
Hawaii
$1.52M – – –
Lido Advisors
833
Lido Advisors
California
$1.52M +$55.4K +486 +4%
MJB
834
Mark J. Bradley
$1.51M -$38.2K -335 -2%
TPWA
835
TRUE Private Wealth Advisors
Oregon
$1.5M +$116K +1,019 +8%
TFA
836
Tranquilli Financial Advisor
New Jersey
$1.49M -$967K -8,481 -39%
MFG
837
Merit Financial Group
Georgia
$1.48M +$243K +2,130 +20%
OAM
838
Occidental Asset Management
California
$1.48M -$53.1K -465 -3%
CIC
839
Carnegie Investment Counsel
Ohio
$1.48M +$205K +1,797 +16%
HWM
840
HB Wealth Management
Georgia
$1.47M +$1.47M +12,840 New
TWC
841
TD Waterhouse Canada
Ontario, Canada
$1.46M +$1.46M +12,856 New
AO
842
Advisor OS
Illinois
$1.45M +$27.2K +239 +2%
BFM
843
Broadview Financial Management
Wisconsin
$1.45M +$434K +3,803 +43%
KF
844
Krilogy Financial
Missouri
$1.45M -$239K -2,095 -14%
WFA
845
WestHill Financial Advisors
California
$1.44M -$15.7K -138 -1%
AWM
846
Avior Wealth Management
Nebraska
$1.43M -$54.3K -476 -4%
FIB
847
First Interstate Bank
Montana
$1.43M +$60.2K +528 +4%
CC
848
Cadinha & Co
Hawaii
$1.43M +$175K +1,537 +14%
Vontobel Holding
849
Vontobel Holding
Switzerland
$1.42M – – –
VFA
850
Voya Financial Advisors
Connecticut
$1.41M -$1.68M -14,695 -54%
32 33
34
35 36