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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 %
SWP
901
Strategic Wealth Partners
Ohio
$1.22M +$163K +1,426 +15%
SAM
902
Summit Asset Management
Tennessee
$1.22M -$4.11K -36 -0.3%
PA
903
Procyon Advisors
Connecticut
$1.21M -$644K -5,648 -35%
LA
904
Latitude Advisors
Florida
$1.21M +$275K +2,406 +29%
BC
905
Burney Company
Virginia
$1.2M +$204K +1,784 +20%
PA
906
Pinnacle Associates
New York
$1.2M +$12.7K +111 +1%
LPWM
907
Lake Point Wealth Management
Texas
$1.2M +$37.1K +325 +3%
Neuberger Berman Group
908
Neuberger Berman Group
New York
$1.2M +$20.8K +182 +2%
CW
909
Cook Wealth
North Carolina
$1.2M +$1.2M +10,824 New
RWP
910
Revolve Wealth Partners
New Jersey
$1.2M +$1.2M +10,475 New
AWM
911
Activest Wealth Management
Florida
$1.19M +$1.19M +10,429 New
SMDAM
912
Sumitomo Mitsui DS Asset Management
Japan
$1.19M -$393K -3,445 -25%
FC
913
Financial Consulate
Maryland
$1.18M – – –
IIC
914
Integrated Investment Consultants
Michigan
$1.18M -$405K -3,552 -26%
RWP
915
Ridgecrest Wealth Partners
California
$1.17M +$1.6K +14 +0.1%
MFA
916
Mayflower Financial Advisors
Massachusetts
$1.16M -$4.79K -42 -0.4%
CA
917
Crewe Advisors
Utah
$1.16M +$989K +8,668 +592%
IIC
918
Ironwood Investment Counsel
Arizona
$1.16M +$854K +7,485 +283%
CWM
919
Cornerstone Wealth Management
Missouri
$1.15M +$243K +2,130 +27%
SDH
920
Sloy Dahl & Holst
Washington
$1.15M – – –
IAIM
921
International Assets Investment Management
Florida
$1.14M -$114 -1 -0%
SCM
922
SCS Capital Management
Massachusetts
$1.13M -$17.9K -157 -2%
JAG
923
Journey Advisory Group
Kentucky
$1.13M -$7.65K -67 -0.7%
WAG
924
Winthrop Advisory Group
Massachusetts
$1.13M +$805K +7,053 +250%
ARC
925
Advisor Resource Council
Texas
$1.12M +$699K +6,119 +164%
35 36
37
38 39