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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 %
TA
951
TruWealth Advisors
Louisiana
$730K -$36.7M -322,756 -98%
BOM
952
Bank of Marin
California
$729K -$611K -5,368 -46%
DBT
953
Dubuque Bank & Trust
Iowa
$729K -$82.2K -722 -10%
PIA
954
Pinion Investment Advisors
Kansas
$725K -$559K -4,916 -44%
GCA
955
Gradient Capital Advisors
California
$717K – – –
CWM
956
Cornerstone Wealth Management
Missouri
$715K -$2.2M -19,309 -75%
CMP
957
Courage Miller Partners
Virginia
$710K – – –
OBWP
958
O'Brien Wealth Partners
Massachusetts
$710K +$1.37K +12 +0.2%
ATPW
959
Ashton Thomas Private Wealth
Arizona
$708K -$977K -8,579 -58%
CAM
960
Crestone Asset Management
Colorado
$706K -$1.86M -16,307 -72%
PA
961
Pinnacle Associates
New York
$702K -$103K -901 -13%
FWA
962
FOCUS Wealth Advisors
Texas
$700K – – –
LL
963
LPWM LLC
Minnesota
$699K -$26.5K -232 -4%
BS
964
Boenning & Scattergood
Pennsylvania
$695K -$103K -901 -13%
HH
965
Hilltop Holdings
Texas
$694K +$694K +6,097 New
VPIM
966
Vanguard Personalized Indexing Management
California
$687K +$106K +931 +18%
Cerity Partners
967
Cerity Partners
New York
$687K +$151K +1,329 +28%
MCM
968
Maryland Capital Management
Maryland
$687K +$181K +1,592 +36%
WPW
969
Waldron Private Wealth
Pennsylvania
$686K -$1.34M -11,783 -66%
JF
970
JSF Financial
California
$686K +$97.2K +854 +17%
RFA
971
Reilly Financial Advisors
California
$685K +$9.79K +86 +1%
SIS
972
Sound Income Strategies
Florida
$677K +$107K +944 +19%
TLFA
973
True Link Financial Advisors
California
$676K -$1.41M -12,389 -68%
BAM
974
Blueshift Asset Management
New Jersey
$676K +$676K +5,940 New
HWM
975
Howard Wealth Management
Connecticut
$673K +$1.25K +11 +0.2%
37 38
39
40 41