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iShares Core US Aggregate Bond ETF

1,295 hedge funds and large institutions have $61.3B invested in iShares Core US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 699 increasing their positions, 355 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,295
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
26.2%
Holding in Top 10
285
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.39%
% of All Funds
5.77%
New
96
Increased
699
Reduced
355
Closed
73
Calls
$74.4M
Puts
$99.9M
Net Calls
-$25.5M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
226
Alesco Advisors
New York
$22.7M -$638K -5,408 -3%
EH
227
Equitable Holdings
New York
$22.5M +$1.78M +15,081 +9%
BBA
228
BLB&B Advisors
Pennsylvania
$21.7M +$13.7M +116,262 +172%
MWP
229
Meridian Wealth Partners
Pennsylvania
$21.2M +$39.3K +333 +0.2%
KCM
230
Karp Capital Management
California
$21.2M +$19.9M +168,746 +1,605%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$21.1M -$13.5M -114,224 -39%
CFGS
232
Concourse Financial Group Securities
Alabama
$21M -$289K -2,450 -1%
VAM
233
Verity Asset Management
North Carolina
$20.8M +$8.17M +69,211 +65%
EIA
234
Edgemoor Investment Advisors
Maryland
$20.7M +$1.05M +8,872 +5%
PL
235
Protective Life
Alabama
$20.7M
OPS
236
Orion Portfolio Solutions
Nebraska
$20.2M -$168K -1,424 -0.8%
WB
237
WesBanco Bank
West Virginia
$20.1M +$1.45M +12,277 +8%
Verition Fund Management
238
Verition Fund Management
Connecticut
$20M -$11.6M -98,380 -37%
SF
239
Synovus Financial
Georgia
$20M +$1.35M +11,389 +7%
VCM
240
Verger Capital Management
North Carolina
$19.9M -$914K -7,745 -4%
LFS
241
Legacy Financial Strategies
Kansas
$19.9M +$19.4M +164,411 +4,312%
MSA
242
Mason Street Advisors
Wisconsin
$19.8M -$34.8M -294,585 -64%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$19.8M -$1.27M -10,774 -6%
SFS
244
Sowell Financial Services
Arkansas
$19.5M +$8.88M +75,254 +84%
CRCM
245
Corbett Road Capital Management
Virginia
$19.1M -$1.57M -13,293 -8%
SPIA
246
Strategic Point Investment Advisors
Rhode Island
$19M +$262K +2,219 +1%
MFM
247
Mirsky Financial Management
New York
$18.8M +$799K +6,767 +4%
NAM
248
NorthCoast Asset Management
Connecticut
$18.7M +$850K +7,203 +5%
RCAG
249
Rehmann Capital Advisory Group
Michigan
$18.5M +$1.59M +13,439 +9%
CFB
250
Cullen/Frost Bankers
Texas
$18.5M +$1.86M +15,753 +11%