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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 %
CTB
251
Country Trust Bank
Illinois
$14.5M -$72.6M -629,300 -83%
SAM
252
Sompo Asset Management
Japan
$14.4M -$4.01M -34,770 -22%
SWP
253
Stratos Wealth Partners
Ohio
$14.4M -$1.84M -15,930 -11%
WB
254
WesBanco Bank
West Virginia
$14.3M +$1.57M +13,638 +12%
SFG
255
Summit Financial Group
West Virginia
$14.3M -$5.19K -45 -0%
SWM
256
Sugarloaf Wealth Management
Georgia
$14.3M +$7.34M +63,598 +106%
BOH
257
Bank of Hawaii
Hawaii
$14.2M -$445K -3,854 -3%
ECG
258
Edge Capital Group
Georgia
$14.2M -$4.81M -41,705 -25%
Deutsche Bank
259
Deutsche Bank
Germany
$14.2M -$15.9M -137,566 -53%
LF
260
Lee Financial
Texas
$14.2M -$711K -6,165 -5%
AT
261
Arden Trust
Delaware
$14M +$11.2M +97,464 +403%
CFB
262
Cullen/Frost Bankers
Texas
$14M +$1.93M +16,728 +16%
SC
263
Scotia Capital
Ontario, Canada
$14M +$5.12M +44,342 +58%
HW
264
Hancock Whitney
Mississippi
$13.8M +$3.58M +31,026 +35%
RIM
265
Redwood Investment Management
Arizona
$13.7M +$13.7M +119,121 New
WT
266
Whittier Trust
California
$13.6M +$375K +3,251 +3%
SFS
267
Sowell Financial Services
Arkansas
$13.5M +$7.41M +64,203 +122%
SS
268
Simplicity Solutions
Minnesota
$13.3M -$21.1M -183,216 -61%
PA
269
Parkside Advisors
California
$13.2M -$236K -2,047 -2%
DC
270
Derby & Company
Massachusetts
$13.1M +$6.58M +57,061 +102%
HFA
271
High Falls Advisors
New York
$13M -$200K -1,734 -2%
BWA
272
BlueSky Wealth Advisors
North Carolina
$13M -$389K -3,372 -3%
OMC
273
Old Mission Capital
Illinois
$12.9M -$44.9M -389,379 -78%
SHIM
274
Stone House Investment Management
Pennsylvania
$12.8M +$12.8M +111,070 New
M&T Bank
275
M&T Bank
New York
$12.8M +$12.8M +110,865 New