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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 %
RWP
876
Ridgecrest Wealth Partners
California
$1.03M +$1.03M +9,048 New
BBNA
877
Bremer Bank National Association
Minnesota
$1.02M +$23.9K +210 +2%
JIP
878
Jaffetilchin Investment Partners
Florida
$1.02M -$146K -1,283 -13%
KFC
879
Klingenstein Fields & Co
New York
$1.02M – – –
MHS
880
M Holdings Securities
Oregon
$1.01M -$1.46M -12,799 -59%
RTS
881
Round Table Services
New Jersey
$1M -$134K -1,175 -12%
WP
882
WealthPLAN Partners
Nebraska
$1M -$79.3K -693 -7%
FCM
883
Firestone Capital Management
Florida
$997K -$29.2K -257 -3%
CFN
884
Cordasco Financial Network
Florida
$992K -$124K -1,092 -11%
CIA
885
Choate Investment Advisors
Massachusetts
$981K – – –
EVM
886
Eaton Vance Management
Massachusetts
$976K -$87.2K -766 -8%
AF
887
Apexium Financial
Texas
$973K +$47.7K +419 +5%
CIC
888
Carnegie Investment Counsel
Ohio
$971K +$15.7K +138 +2%
CCM
889
Colorado Capital Management
Colorado
$969K -$54.9K -483 -5%
GTAM
890
Global Trust Asset Management
Florida
$969K +$279K +2,447 +40%
JFG
891
JMG Financial Group
Illinois
$968K +$68.5K +602 +8%
BIAS
892
Beacon Investment Advisory Services
New Jersey
$967K -$291K -2,557 -23%
IDA
893
Intelligence Driven Advisers
California
$964K +$35.2K +309 +4%
WWA
894
WC Walker & Associates
California
$958K +$340K +2,977 +55%
SWP
895
Strategic Wealth Partners
Ohio
$948K -$3.07K -27 -0.3%
MPW
896
Monterey Private Wealth
California
$945K -$218K -1,899 -19%
IIC
897
Integrated Investment Consultants
Michigan
$944K -$765K -6,726 -45%
SCA
898
Sage Capital Advisors
South Dakota
$942K +$332K +2,918 +54%
BCA
899
Bay Colony Advisors
Massachusetts
$923K +$115K +1,010 +14%
BCM
900
Beaumont Capital Management
Massachusetts
$922K +$922K +8,099 New
34 35
36
37 38