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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 %
HGERS
951
Householder Group Estate & Retirement Specialist
Arizona
$1.01M +$1.01M +8,846 New
EFA
952
Evernest Financial Advisors
Indiana
$1.01M +$1.01M +10,320 New
WP
953
WealthPLAN Partners
Nebraska
$1M -$242K -2,168 -19%
SFS
954
Summit Financial Strategies
Ohio
$1M -$32.1K -281 -3%
PB
955
Pinnacle Bancorp
Nebraska
$1M – – –
T
956
TNF
Montana
$988K – – –
KIG
957
Kowal Investment Group
Wisconsin
$988K +$236K +2,069 +31%
CCFM
958
Clear Creek Financial Management
Washington
$987K -$134K -1,176 -12%
CIA
959
Capital Investment Advisors
Georgia
$987K -$33.8K -296 -3%
PWA
960
Physician Wealth Advisors
Utah
$982K +$15.1K +134 +2%
PAM
961
Peak Asset Management
Colorado
$971K -$272K -2,384 -22%
CA
962
CGN Advisors
Kansas
$968K +$163K +1,425 +20%
H
963
HoyleCohen
California
$967K +$24.3K +213 +3%
PAMG
964
Patton Albertson Miller Group
Tennessee
$966K +$340K +2,983 +54%
EVM
965
Eaton Vance Management
Massachusetts
$965K +$12.9K +113 +1%
DP
966
Dearborn Partners
Illinois
$956K -$2.97K -26 -0.3%
CSB
967
City State Bank
Iowa
$953K +$953K +8,356 New
CFN
968
Cordasco Financial Network
Florida
$951K -$30.2K -265 -3%
CA
969
Clearstead Advisors
Ohio
$951K +$515K +4,515 +118%
NB
970
Northwest Bancshares
Pennsylvania
$949K -$190K -1,661 -17%
HFP
971
Holistic Financial Partners
Indiana
$949K -$3.77K -33 -0.4%
CCMD
972
Cypress Capital Management (Delaware)
Delaware
$947K +$947K +8,298 New
BOM
973
Bank of Marin
California
$946K -$151K -1,326 -14%
GBWM
974
Granite Bay Wealth Management
New Hampshire
$943K +$943K +8,262 New
CIR
975
Clear Investment Research
Georgia
$941K +$16.1K +141 +2%
37 38
39
40 41