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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 %
AIC
1076
Archer Investment Corporation
Indiana
$612K -$16.1K -141 -3%
ISB
1077
Iowa State Bank
Iowa
$612K -$27.3K -239 -4%
SWA
1078
Sax Wealth Advisors
New Jersey
$612K +$349K +3,058 +132%
SL
1079
SWMG LLC
Texas
$609K -$36.8K -323 -6%
Fiera Capital (Canada)
1080
Fiera Capital (Canada)
Quebec, Canada
$608K -$805K -7,054 -57%
LJAC
1081
L.J. Altfest & Co
New York
$607K +$2.62K +23 +0.4%
PAM
1082
Palisade Asset Management
Minnesota
$606K -$10.5K -92 -2%
SWM
1083
Silverlake Wealth Management
Vermont
$605K +$605K +5,306 New
FF
1084
Fluent Financial
Texas
$600K +$114 +1 +0%
PS
1085
Planned Solutions
California
$599K +$599K +5,254 New
IIA
1086
IPG Investment Advisors
California
$597K +$597K +5,230 New
FSG
1087
Financial Strategies Group
Michigan
$596K +$29K +254 +5%
BCA
1088
Bay Colony Advisors
Massachusetts
$595K -$130K -1,140 -18%
DSA
1089
Droms Strauss Advisors
Missouri
$594K +$1.7K +15 +0.3%
CCMG
1090
Clark Capital Management Group
Pennsylvania
$590K +$210K +1,839 +55%
SCA
1091
Sage Capital Advisors
South Dakota
$587K -$65K -582 -10%
CBN
1092
Cadence Bank NA
Texas
$586K -$3.65K -32 -0.6%
CPA
1093
Cardiff Park Advisors
California
$586K +$586K +5,133 New
MFW
1094
Meristem Family Wealth
Minnesota
$584K -$474K -4,150 -45%
LWM
1095
Lyell Wealth Management
California
$584K +$63.9K +560 +12%
JSW
1096
Journey Strategic Wealth
New Jersey
$581K +$581K +5,096 New
SS
1097
Simplicity Solutions
Minnesota
$580K -$1.21M -10,634 -68%
FCA
1098
FinTrust Capital Advisors
South Carolina
$579K -$2.62K -23 -0.5%
DAM
1099
Delta Asset Management
Tennessee
$578K -$53.2K -466 -8%
GSAM
1100
Grant Street Asset Management
Pennsylvania
$577K -$45.7K -401 -7%
42 43
44
45 46