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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 %
NGA
1126
Naples Global Advisors
Florida
$508K +$28.6K +251 +6%
IWN
1127
Independent Wealth Network
Iowa
$507K -$4.22K -37 -0.8%
HR
1128
Hardy Reed
Mississippi
$502K +$502K +4,400 New
TLP
1129
Trinity Legacy Partners
Texas
$498K +$46.3K +406 +10%
SC
1130
SouthState Corp
Florida
$496K +$25.6K +225 +5%
RWA
1131
River Wealth Advisors
Pennsylvania
$494K -$67.1K -588 -12%
MCG
1132
McCollum Christoferson Group
New York
$491K – – –
KCM
1133
Kanawha Capital Management
Virginia
$490K – – –
QC
1134
QCM Cayman
Texas
$489K +$489K +4,284 New
FM
1135
Family Management
New York
$488K – – –
AFM
1136
Andesa Financial Management
Pennsylvania
$486K -$5.48K -48 -1%
NL
1137
NVWM LLC
Pennsylvania
$486K +$343K +3,007 +240%
CCM
1138
Canal Capital Management
Virginia
$484K -$1.59M -13,935 -77%
RTS
1139
Round Table Services
New Jersey
$482K -$20.9K -183 -4%
WW
1140
Westshore Wealth
California
$481K -$30.3K -265 -6%
V
1141
Veritable
Delaware
$481K – – –
CWS
1142
Confluence Wealth Services
Pennsylvania
$481K +$481K +4,217 New
CPW
1143
Catalyst Private Wealth
California
$475K +$457 +4 +0.1%
CMP
1144
Courage Miller Partners
Virginia
$471K -$99.4K -871 -17%
T
1145
TrueFG
Texas
$470K +$1.83K +16 +0.4%
RFA
1146
Resurgent Financial Advisors
Georgia
$470K +$470K +4,119 New
CIA
1147
Choate Investment Advisors
Massachusetts
$469K -$343K -3,008 -42%
BWP
1148
BSW Wealth Partners
Colorado
$469K +$228 +2 +0%
PNAA
1149
Pictet North America Advisors
Switzerland
$468K – – –
BRM
1150
Boston Research & Management
Massachusetts
$468K +$570 +5 +0.1%
44 45
46
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