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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 %
NFG
1101
Nations Financial Group
Iowa
$421K -$39.2K -344 -9%
MAWCM
1102
Mine & Arao Wealth Creation & Management
California
$420K +$322K +2,829 +328%
CA
1103
CGN Advisors
Kansas
$417K +$19.4K +171 +5%
RCM
1104
Rain Capital Management
Oregon
$415K +$1.36K +12 +0.3%
SWA
1105
SOA Wealth Advisors
New York
$413K -$26.6K -234 -6%
EFS
1106
Essex Financial Services
Connecticut
$413K -$19.4K -170 -4%
CWM
1107
Cranbrook Wealth Management
Michigan
$413K +$455 +4 +0.1%
CAM
1108
Cubic Asset Management
Massachusetts
$412K – – –
TCOV
1109
Trust Company of Vermont
Vermont
$412K +$91.6K +804 +29%
Wolverine Trading
1110
Wolverine Trading
Illinois
$410K +$19.4K +171 +5%
CAM
1111
Cidel Asset Management
Ontario, Canada
$408K -$424K – –
ACM
1112
Alamar Capital Management
California
$408K – – –
WAOI
1113
Wealth Advisors of Iowa
Iowa
$406K -$117K -1,027 -22%
RWA
1114
Ropes Wealth Advisors
Massachusetts
$404K +$3.42K +30 +0.9%
SFG
1115
Sowa Financial Group
Rhode Island
$401K -$166K -1,457 -29%
WF
1116
Welch & Forbes
Massachusetts
$399K – – –
LNWWM
1117
Laird Norton Wetherby Wealth Management
California
$398K -$127K -1,118 -24%
LFA
1118
Legacy Financial Advisors
Kentucky
$393K -$20.4K -179 -5%
DWT
1119
Dorsey & Whitney Trust
South Dakota
$392K -$6.48K -57 -2%
KIM
1120
Karpus Investment Management
New York
$390K – – –
MAS
1121
Managed Account Services
Florida
$388K +$138K +1,209 +55%
PCG
1122
Private Capital Group
Connecticut
$387K -$246K -2,155 -39%
CCA
1123
Childress Capital Advisors
Texas
$387K +$387K +3,400 New
PP
1124
Patron Partners
Texas
$387K +$387K +3,405 New
PP
1125
Professional Planning
California
$386K -$11K -97 -3%
43 44
45
46 47