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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 %
ACM
1026
Alamar Capital Management
California
$757K +$154K +1,350 +26%
PCG
1027
Private Capital Group
Connecticut
$754K +$268K +2,346 +55%
TNB
1028
Thomasville National Bank
Georgia
$753K -$9.47K -83 -1%
DFA
1029
Delta Financial Advisors
Louisiana
$753K +$36.5K +320 +5%
KW
1030
KWB Wealth
California
$750K -$36.8K -323 -5%
CDIA
1031
Capital Directions Investment Advisors
Georgia
$746K -$20.1K -176 -3%
SP
1032
Successful Portfolios
Florida
$744K -$14K -123 -2%
AA
1033
ACT Advisors
North Carolina
$742K +$53.2K +466 +8%
GP
1034
Girard Partners
Pennsylvania
$741K -$453K -3,969 -38%
KOC
1035
Koss-Olinger Consulting
Florida
$733K +$733K +6,427 New
TPA
1036
Trivium Point Advisory
Connecticut
$731K +$202K +1,775 +38%
WIA
1037
World Investment Advisors
California
$728K -$220K -2,009 -23%
SFP
1038
Sandbox Financial Partners
Maryland
$726K -$792K -6,938 -52%
KWA
1039
Kellett Wealth Advisors
Ohio
$720K +$720K +6,311 New
TPWM
1040
Twelve Points Wealth Management
Massachusetts
$712K +$712K +6,244 New
CAM
1041
Crestone Asset Management
Colorado
$707K – – –
SWM
1042
SFG Wealth Management
Maryland
$707K +$707K +6,195 New
CA
1043
Continuum Advisory
Idaho
$703K +$211K +1,852 +43%
FWA
1044
FOCUS Wealth Advisors
Texas
$700K – – –
CWS
1045
Cypress Wealth Services
California
$700K +$491K +4,308 +236%
GCA
1046
Gradient Capital Advisors
California
$698K -$8.1K -71 -1%
PFO
1047
Pathstone Family Office
New Jersey
$697K – – –
MCM
1048
Mainstay Capital Management
Michigan
$697K +$697K +6,115 New
BOTW
1049
Bank of the West
California
$692K +$22.1K +194 +3%
GWAM
1050
Guardian Wealth Advisors (Minnesota)
Minnesota
$690K -$52.7K -462 -7%
40 41
42
43 44