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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,429 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 646 increasing their positions, 509 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-18
Holders Change %
-1.24%
% of All Funds
25.1%
Holding in Top 10
265
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.65%
New
84
Increased
646
Reduced
509
Closed
78
Calls
$46.4M
Puts
$23.6M
Net Calls
+$22.8M
Net Calls Change
-$90.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$408M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$396M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$238M
4
Jane Street
Jane Street
New York
+$229M
5
RJA
Raymond James & Associates
Florida
+$228M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$463M
2
Wells Fargo
Wells Fargo
California
-$426M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$280M
4
BlackRock
BlackRock
New York
-$271M
5
SEIA
Signature Estate & Investment Advisors
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1151
Telos Capital Management
California
$337K -$107K -929 -24%
FFG
1152
Fullen Financial Group
Ohio
$336K +$2.52K +22 +0.8%
CF
1153
Centaurus Financial
California
$336K +$95.7K +834 +40%
BWL
1154
Bogart Wealth LLC
Virginia
$335K -$15.3K -133 -4%
IIM
1155
InTrack Investment Management
Vermont
$333K – – –
LA
1156
LexAurum Advisors
Kansas
$333K +$10.9K +95 +3%
CCM
1157
Crew Capital Management
Ohio
$330K – – –
UBG
1158
United Bank (Georgia)
Georgia
$330K +$15.7K +137 +5%
WPW
1159
Waldron Private Wealth
Pennsylvania
$327K -$34.1K -297 -9%
Brown Advisory
1160
Brown Advisory
Maryland
$326K -$2.75K -24 -0.8%
APW
1161
Acima Private Wealth
Virginia
$326K +$59K +514 +22%
ATPW
1162
Ashton Thomas Private Wealth
Arizona
$326K -$41.9K -365 -11%
WAG
1163
Winthrop Advisory Group
Massachusetts
$324K -$413K -3,598 -56%
ClearBridge Investments
1164
ClearBridge Investments
New York
$324K -$344 -3 -0.1%
NSIM
1165
North Star Investment Management
Illinois
$321K +$689 +6 +0.2%
GCM
1166
Gibraltar Capital Management
Oklahoma
$321K +$803 +7 +0.3%
IC
1167
Intersect Capital
California
$319K – – –
TI
1168
Truepoint Inc
Ohio
$319K +$919 +8 +0.3%
BFEC
1169
Benjamin F. Edwards & Company
Missouri
$317K -$1.31M -11,382 -80%
BOS
1170
Bingham Osborn & Scarborough
California
$317K – – –
FPGK
1171
Financial Partners Group (Kansas)
Kansas
$316K +$1.38K +12 +0.4%
SFG
1172
Sowa Financial Group
Rhode Island
$314K -$41.5K -362 -12%
MFS
1173
Madrona Financial Services
Washington
$314K +$314K +2,734 New
WA
1174
Wealth Architects
California
$312K -$114K -994 -27%
EWM
1175
Empirical Wealth Management
Washington
$312K -$81.6K -711 -21%
45 46
47
48 49