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iShares Core US Aggregate Bond ETF

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
226
Bartlett & Co
Ohio
$16.7M +$16.7M +144,353 New
BCWM
227
Bartlett & Co Wealth Management
Ohio
$16.7M +$1.21M +10,483 +8%
CM
228
Cornerstone Management
Georgia
$16.6M -$1.06M -9,224 -6%
CGI
229
Cougar Global Investments
Ontario, Canada
$16.6M -$4.91M -42,581 -23%
EH
230
Equitable Holdings
New York
$16.5M -$2.05M -17,775 -11%
LGWM
231
Litman Gregory Wealth Management
California
$16.2M -$1.34M -11,650 -8%
IFA
232
Interactive Financial Advisors
Illinois
$16.2M +$258K +2,235 +2%
CWM
233
Chesapeake Wealth Management
Virginia
$16.1M +$466K +4,039 +3%
CB
234
Commerce Bank
Missouri
$16M -$47K -407 -0.3%
GWM
235
Geneos Wealth Management
Colorado
$15.9M -$4.7M -40,651 -23%
AllianceBernstein
236
AllianceBernstein
Tennessee
$15.9M -$7.06M -61,222 -31%
FSA
237
Financial Sense Advisors
California
$15.8M +$6.28M +54,397 +66%
FFN
238
Focus Financial Network
Minnesota
$15.6M +$14.3M +123,965 +1,083%
WR
239
Watson Rebecca
$15.6M +$1.75M +14,895 +13%
FA
240
FC Advisory
Pennsylvania
$15.3M -$1.88M -16,259 -11%
LBD
241
Landsberg Bennett & Dubbaneh
Florida
$15.3M +$3.59M +31,203 +31%
IAN
242
Integrated Advisors Network
Texas
$15.2M +$10.8M +93,853 +245%
VIM
243
VCU Investment Management
Virginia
$15M
WHG
244
Westwood Holdings Group
Texas
$14.9M +$1.45M +12,576 +11%
CL
245
CPWM LLC
Washington
$14.8M -$1.65M -14,311 -10%
DI
246
Diligent Investors
California
$14.7M +$277K +2,403 +2%
BSAM
247
Blue Sky Asset Management
Colorado
$14.6M +$14.1M +122,251 +2,726%
AF
248
Arrow Financial
New York
$14.5M -$109K -949 -0.7%
DT
249
Diversified Trust
Tennessee
$14.5M +$3.02M +26,203 +26%
DWM
250
Doyle Wealth Management
Florida
$14.5M +$8.63M +74,832 +147%