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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 %
CTC
1001
Central Trust Company
Missouri
$612K -$140K -1,232 -19%
MIA
1002
MainStreet Investment Advisors
Illinois
$603K -$366K -3,220 -38%
FWP
1003
Firethorn Wealth Partners
Georgia
$602K +$399K +3,503 +196%
BA
1004
Bluesphere Advisors
Pennsylvania
$600K -$856K -7,522 -59%
LA
1005
Latitude Advisors
Florida
$598K -$21.3K -187 -3%
WCFA
1006
Walkner Condon Financial Advisors
Wisconsin
$598K +$598K +21,112 New
SFO
1007
Stokes Family Office
Louisiana
$594K +$391K +3,435 +193%
EWM
1008
Evercore Wealth Management
New York
$592K -$5.12K -45 -0.9%
PS
1009
Planned Solutions
California
$585K +$145K +1,278 +33%
FCA
1010
FinTrust Capital Advisors
South Carolina
$583K – – –
RWA
1011
River Wealth Advisors
Pennsylvania
$582K -$16.6K -146 -3%
DFG
1012
Demars Financial Group
Washington
$582K +$139K +1,220 +31%
PFC
1013
Phocas Financial Corp
California
$581K +$581K +5,103 New
SIA
1014
Strategic Investment Advisors
Michigan
$580K -$421K -3,698 -42%
W
1015
Wealthquest
Ohio
$575K -$243K -2,137 -30%
IIA
1016
IPG Investment Advisors
California
$573K -$5.69K -50 -1%
ISB
1017
Iowa State Bank
Iowa
$572K -$66.5K -584 -10%
GCM
1018
Gables Capital Management
Florida
$569K – – –
CAM
1019
Claret Asset Management
Quebec, Canada
$569K – – –
VCM
1020
Vivaldi Capital Management
Illinois
$565K -$77.8K -680 -12%
LJAC
1021
L.J. Altfest & Co
New York
$560K +$1.25K +11 +0.2%
AFA
1022
Atlanta Financial Associates
Georgia
$558K – – –
MCP
1023
Mirador Capital Partners
California
$553K -$19.8K -174 -3%
SC
1024
SouthState Corp
Florida
$552K +$52K +457 +10%
MWM
1025
Modera Wealth Management
New Jersey
$551K +$246K +2,159 +80%
39 40
41
42 43