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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
226
Vicus Capital
Pennsylvania
$13.8M +$273K +2,409 +2%
WT
227
Whittier Trust
California
$13.8M -$80.6K -712 -0.6%
BC
228
Bartlett & Co
Ohio
$13.8M +$2.03M +17,895 +17%
BCWM
229
Bartlett & Co Wealth Management
Ohio
$13.8M +$2.03M +17,895 +17%
SWM
230
Shakespeare Wealth Management
Wisconsin
$13.7M +$13.7M +121,092 New
MWM
231
Mascoma Wealth Management
New Hampshire
$13.6M +$771K +6,817 +6%
CL
232
Cabana LLC
Arkansas
$13.6M +$2.92M +25,822 +27%
BWA
233
BlueSky Wealth Advisors
North Carolina
$13.3M -$980K -8,634 -7%
NAM
234
North American Management
Massachusetts
$13.1M +$131K +1,156 +1%
BC
235
Burleson & Co
California
$12.9M +$7.97M +70,675 +161%
Axa
236
Axa
France
$12.9M +$661K +5,840 +5%
PA
237
Parkside Advisors
California
$12.9M +$249K +2,196 +2%
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$12.8M -$7.36M -65,000 -36%
CA
239
Calton & Associates
Florida
$12.7M +$4.46M +39,453 +54%
GLLW
240
Graves Light Lenhart Wealth
Virginia
$12.4M +$11.4K +101 +0.1%
HFA
241
High Falls Advisors
New York
$12.3M -$1.32M -11,627 -10%
RWP
242
RWA Wealth Partners
Massachusetts
$12.3M +$352K +3,114 +3%
CB
243
Commerce Bank
Missouri
$12.3M +$165K +1,456 +1%
M&T Bank
244
M&T Bank
New York
$12.1M -$66.2K -585 -0.5%
FCIM
245
Fairview Capital Investment Management
California
$12M +$3.59M +31,701 +43%
SAM
246
Sompo Asset Management
Japan
$11.8M +$11.8M +104,148 New
CJA
247
C-J Advisory
California
$11.6M +$106K +936 +0.9%
W
248
WealthStone
Ohio
$11.4M +$11.4M +100,381 New
WB
249
WesBanco Bank
West Virginia
$11.3M +$443K +3,916 +4%
CAM
250
Caprin Asset Management
Virginia
$11.2M +$935K +8,217 +9%
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