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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.

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
1
Franklin Resources
California
$465M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$8.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.63B
4
Jane Street
4
Jane Street
New York
$347M
5
RJA
5
Raymond James & Associates
Florida
$3.91B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.23B
2
Wells Fargo
2
Wells Fargo
California
$5.58B
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$2.07B
4
BlackRock
4
BlackRock
New York
$3.81B
5
SEIA
5
Signature Estate & Investment Advisors
California
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
EPP
176
ETF Portfolio Partners
Kansas
$33.6M 292,662 -72,878 -20%
RJT
177
Raymond James Trust
Florida
$33.6M 292,322 +3,061 +1%
LI
178
LVZ Inc
Michigan
$33.2M 288,852 +8,019 +3%
EGWAG
179
Elwood & Goetz Wealth Advisory Group
Georgia
$33M 287,780 -38,942 -12%
AI
180
Atria Investments
North Carolina
$32.8M 286,012 +54,651 +24%
QFA
181
Quattro Financial Advisors
Texas
$32.6M 285,478 +33,682 +13%
BF
182
BOK Financial
Oklahoma
$32.6M 283,782 +283,782 New
MFM
183
Mirsky Financial Management
New York
$32.5M 282,765 +4,159 +1%
TCM
184
Towercrest Capital Management
Pennsylvania
$32.4M 282,262 +1,367 +0.5%
SWP
185
Summit Wealth Partners
Florida
$32.2M 280,796 +15,302 +6%
SF
186
Synovus Financial
Georgia
$30.6M 266,594 +22,280 +9%
SHWM
187
Smith & Howard Wealth Management
Georgia
$30.5M 265,347 +9,962 +4%
PA
188
Parallel Advisors
California
$30.2M 263,387 -5,979 -2%
FA
189
FDx Advisors
Illinois
$30M 261,419 -4,648 -2%
BCM
190
Brookstone Capital Management
Illinois
$29.9M 260,774 +28,196 +12%
HI
191
Harbour Investments
Wisconsin
$29.6M 258,159 +3,824 +2%
VWA
192
Visionary Wealth Advisors
Illinois
$29.5M 257,326 +12,775 +5%
MAFM
193
Mid Atlantic Financial Management
Pennsylvania
$29.3M 255,575 +10,644 +4%
BOH
194
Bank of Hawaii
Hawaii
$29.1M 253,728 +14,481 +6%
CT
195
Cambridge Trust
Massachusetts
$29.1M 253,620 +16,949 +7%
EBT
196
Enterprise Bank & Trust
Massachusetts
$28.8M 250,511 -6,776 -3%
MA
197
Mosaic Advisors
Texas
$28.5M 248,010 +1,568 +0.6%
CFGS
198
Concourse Financial Group Securities
Alabama
$28.2M 245,931 +57,904 +31%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$28.1M 244,938 -21,804 -8%
CA
200
Cambridge Associates
Massachusetts
$28.1M 244,324 -25,327 -9%
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