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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,429 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 646 increasing their positions, 509 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-18
Holders Change %
-1.24%
% of All Funds
25.1%
Holding in Top 10
265
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.65%
New
84
Increased
646
Reduced
509
Closed
78
Calls
$46.4M
Puts
$23.6M
Net Calls
+$22.8M
Net Calls Change
-$90.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$408M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$396M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$238M
4
Jane Street
Jane Street
New York
+$229M
5
RJA
Raymond James & Associates
Florida
+$228M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$463M
2
Wells Fargo
Wells Fargo
California
-$426M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$280M
4
BlackRock
BlackRock
New York
-$271M
5
SEIA
Signature Estate & Investment Advisors
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1026
Hudson Capital Management
New Jersey
$524K +$194K +1,693 +59%
LWM
1027
Lyell Wealth Management
California
$523K – – –
HWM
1028
Hemington Wealth Management
Virginia
$522K +$1.61K +14 +0.3%
WA
1029
Wealthstar Advisors
Texas
$520K -$13.7K -120 -3%
WW
1030
Westshore Wealth
California
$514K +$17.8K +155 +4%
IWN
1031
Independent Wealth Network
Iowa
$512K +$512K +4,478 New
BFG
1032
Berger Financial Group
Minnesota
$509K -$10.9K -95 -2%
BPWM
1033
Badgley Phelps Wealth Managers
Washington
$509K +$509K +4,431 New
RTS
1034
Round Table Services
New Jersey
$506K +$5.86K +51 +1%
FIM
1035
Fernwood Investment Management
Massachusetts
$505K +$240K +2,086 +90%
SSC
1036
Syverson Strege & Co
Iowa
$504K -$34.9K -304 -6%
SAM
1037
SignalPoint Asset Management
Missouri
$504K – – –
HFA
1038
High Falls Advisors
New York
$503K -$9.76K -85 -2%
WIA
1039
Westbourne Investment Advisors
Maryland
$498K +$167K +1,452 +50%
SWA
1040
SOA Wealth Advisors
New York
$495K -$8.5K -74 -2%
CA
1041
Continuum Advisory
Idaho
$495K +$27.5K +240 +6%
MCG
1042
McCollum Christoferson Group
New York
$494K – – –
KCM
1043
Kanawha Capital Management
Virginia
$494K – – –
AFM
1044
Andesa Financial Management
Pennsylvania
$493K +$49.8K +435 +11%
FM
1045
Family Management
New York
$491K – – –
MYIA
1046
Mount Yale Investment Advisors
Colorado
$491K +$345 +3 +0.1%
PCG
1047
Private Capital Group
Connecticut
$489K -$47.2K -411 -9%
CWA
1048
Clarity Wealth Advisors
California
$486K +$486K +4,237 New
V
1049
Veritable
Delaware
$485K – – –
NGA
1050
Naples Global Advisors
Florida
$483K -$9.77K -85 -2%
40 41
42
43 44