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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 %
MAWCM
1176
Mine & Arao Wealth Creation & Management
California
$427K – – –
JGUA
1177
John G. Ullman & Associates
New York
$427K +$427K +3,740 New
CC
1178
Cypress Capital
Tennessee
$424K – – –
RCM
1179
Rain Capital Management
Oregon
$423K +$22K +193 +5%
OFG
1180
Oxford Financial Group
Indiana
$422K – – –
THWM
1181
Taylor Hoffman Wealth Management
Virginia
$421K – – –
CSIA
1182
Charles Schwab Investment Advisory
California
$420K -$275K -2,410 -40%
TFP
1183
Tilia Fiduciary Partners
North Carolina
$419K +$419K +3,672 New
BP
1184
BBR Partners
New York
$419K +$419K +3,674 New
CWM
1185
Cranbrook Wealth Management
Michigan
$418K +$228 +2 +0.1%
CHC
1186
City Holding Co
West Virginia
$418K +$17.1K +155 +4%
SFO
1187
Stokes Family Office
Louisiana
$418K +$126K +1,102 +43%
SIS
1188
Sound Income Strategies
Florida
$417K -$30K -263 -7%
IWS
1189
Insight Wealth Strategies
California
$415K -$48.4K -424 -10%
APW
1190
Acima Private Wealth
Virginia
$415K +$90.9K +797 +28%
FIM
1191
Fernwood Investment Management
Massachusetts
$411K -$90.9K -796 -18%
SB
1192
Strategic Blueprint
Georgia
$408K +$25.7K +225 +7%
AT
1193
American Trust
Kentucky
$408K +$408K +3,574 New
CRI
1194
Colonial River Investments
Virginia
$408K +$408K +3,574 New
BPCE
1195
Bank Pictet & Cie (Europe)
Germany
$407K -$43.3K -380 -10%
RWA
1196
Ropes Wealth Advisors
Massachusetts
$405K -$1.71K -15 -0.4%
V
1197
VeraBank
Texas
$401K -$239K -2,097 -37%
NAM
1198
NTV Asset Management
West Virginia
$401K -$208K -1,828 -34%
BO
1199
Bank OZK
Arkansas
$401K +$117K +1,027 +41%
AWA
1200
Arkadios Wealth Advisors
Georgia
$400K -$45.3K -397 -10%
46 47
48
49 50