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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 %
BCM
1051
Brookmont Capital Management
Texas
$676K +$106K +926 +19%
MAM
1052
MMA Asset Management
Pennsylvania
$673K +$2.4K +21 +0.4%
WAL
1053
W Advisors LLC
Tennessee
$673K +$673K +5,900 New
OGF
1054
Orin Green Financial
California
$672K -$121K -1,101 -15%
EWM
1055
Evercore Wealth Management
New York
$669K +$74.2K +650 +12%
BRWM
1056
B. Riley Wealth Management
Tennessee
$666K +$293K +2,564 +78%
SCG
1057
Sonata Capital Group
Washington
$664K – – –
FMP
1058
Financial Management Professionals
Texas
$659K +$659K +5,780 New
CFA
1059
Carroll Financial Associates
North Carolina
$658K +$3.08K +27 +0.5%
CFCI
1060
Comprehensive Financial Consultants Institutional
Indiana
$655K +$655K +5,982 New
VFA
1061
Valeo Financial Advisors
Indiana
$653K -$30.7K -269 -4%
TCA
1062
Transcend Capital Advisors
New Jersey
$652K +$127K +1,117 +24%
HWA
1063
Heritage Wealth Advisors
Virginia
$640K -$3.88K -34 -0.6%
JWCA
1064
J.W. Coons Advisors
Ohio
$639K – – –
BFG
1065
Berger Financial Group
Minnesota
$639K +$133K +1,165 +26%
ACM
1066
Anfield Capital Management
California
$635K -$6.52M -57,210 -91%
HWA
1067
HHM Wealth Advisors
Tennessee
$635K -$65.3K -573 -9%
AFIA
1068
America First Investment Advisors
Nebraska
$634K +$1.25K +11 +0.2%
GPC
1069
Garrison Point Capital
California
$630K – – –
DWM
1070
Darwin Wealth Management
Florida
$626K -$377K -3,368 -38%
LIM
1071
Leavell Investment Management
Alabama
$622K -$10.3K -90 -2%
EWM
1072
Executive Wealth Management
Michigan
$621K +$10.2K +89 +2%
BS
1073
Boenning & Scattergood
Pennsylvania
$619K +$23.6K +207 +4%
HWM
1074
Howard Wealth Management
Connecticut
$618K -$55.8K -490 -8%
WF
1075
Welch & Forbes
Massachusetts
$618K +$222K +1,942 +56%
41 42
43
44 45