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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 %
CFS
1201
CRA Financial Services
New Jersey
$399K -$51.3K -449 -11%
LHEI
1202
Leo H. Evart Inc
California
$398K +$398K +3,490 New
SFG
1203
StrategIQ Financial Group
Indiana
$397K -$43.7K -383 -10%
S
1204
Surevest
California
$396K +$396K +3,467 New
CAM
1205
Cubic Asset Management
Massachusetts
$394K – – –
IA
1206
IFS Advisors
Kansas
$390K -$26.2K -230 -6%
BFEC
1207
Benjamin F. Edwards & Company
Missouri
$390K +$74.5K +653 +24%
TCOV
1208
Trust Company of Vermont
Vermont
$388K +$388K +3,405 New
MG
1209
Mather Group
Illinois
$387K -$67.1K -589 -15%
BWL
1210
Bogart Wealth LLC
Virginia
$387K +$54.3K +476 +16%
Kovitz Investment Group Partners
1211
Kovitz Investment Group Partners
Illinois
$387K +$387K +3,273 New
HIS
1212
Harvest Investment Services
Illinois
$385K -$4.15M -36,470 -92%
CWA
1213
Centennial Wealth Advisory
Michigan
$384K -$15.6K -137 -4%
LC
1214
LCNB Corp
Ohio
$384K +$110K +961 +40%
PFC
1215
Phocas Financial Corp
California
$383K -$217K -1,902 -36%
NEPPG
1216
New England Professional Planning Group
Rhode Island
$381K – – –
FWIA
1217
Fort Washington Investment Advisors
Ohio
$380K -$33.8K -296 -8%
CCC
1218
Crescent Capital Consulting
Louisiana
$379K – – –
FA
1219
Fortis Advisors
Pennsylvania
$378K -$171K -1,497 -31%
CFA
1220
Compass Financial Advisors
Indiana
$378K +$378K +3,313 New
BONH
1221
Bank of New Hampshire
New Hampshire
$377K -$78K -685 -17%
DWT
1222
Dorsey & Whitney Trust
South Dakota
$377K -$46K -403 -11%
D
1223
Dentgroup
Louisiana
$375K +$375K +3,286 New
AC
1224
Anson Capital
Georgia
$374K +$374K +3,253 New
VCS
1225
Vaughan & Co Securities
New Jersey
$373K +$9.46K +83 +3%
47 48
49
50 51