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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 %
JWM
251
Janiczek Wealth Management
Colorado
$18.4M -$774K -6,557 -4%
TCPWM
252
Traverso Chambers Private Wealth Management
California
$18.3M +$474K +4,019 +3%
WR
253
Watson Rebecca
$18.2M +$1.49M +12,632 +9%
WIC
254
Whitegate Investment Counselors
New Hampshire
$18.2M +$3.34M +28,320 +23%
CWM
255
Chesapeake Wealth Management
Virginia
$18.1M +$1.26M +10,673 +7%
ECG
256
Edge Capital Group
Georgia
$18.1M +$2.93M +24,850 +19%
VCM
257
Virtue Capital Management
Tennessee
$18M +$3.43M +29,069 +24%
FIG
258
FundX Investment Group
California
$18M +$1.53M +12,964 +9%
LGWM
259
Litman Gregory Wealth Management
California
$17.9M +$869K +7,358 +5%
CCM
260
CWH Capital Management
Washington
$17.7M +$959K +8,123 +6%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$17.4M +$2.45M +20,729 +16%
FA
262
FC Advisory
Pennsylvania
$17.4M +$1.72M +14,536 +11%
WB
263
Webster Bank
Connecticut
$17.3M +$3.51M +29,708 +25%
FPCP
264
Fort Point Capital Partners
California
$17.1M +$1.59M +13,480 +10%
SC
265
Scotia Capital
Ontario, Canada
$16.9M +$339K +2,871 +2%
WT
266
Washington Trust
Rhode Island
$16.9M +$2.04M +17,311 +14%
CCFM
267
Clear Creek Financial Management
Washington
$16.8M +$11.8M +99,601 +233%
IAN
268
Integrated Advisors Network
Texas
$16.7M +$3.03M +25,685 +22%
IG
269
ING Group
Netherlands
$16.5M +$2.36M +20,000 +17%
JPG
270
Jordan Park Group
California
$16.4M +$16.4M +139,016 New
AF
271
Arrow Financial
New York
$16.4M +$302K +2,560 +2%
BB
272
Bell Bank
North Dakota
$16.4M -$4.51M -38,165 -22%
VCA
273
Verdence Capital Advisors
Maryland
$16.2M +$5.06M +42,838 +45%
NC
274
NewSquare Capital
Pennsylvania
$16.2M -$14.1M -119,644 -47%
RC
275
Rinet Company
Massachusetts
$16.2M +$7.98M +67,558 +97%