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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

864 hedge funds and large institutions have $42.6B invested in iShares Core US Aggregate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 343 increasing their positions, 369 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
-8
Holders Change %
-0.92%
% of All Funds
19.81%
Holding in Top 10
166
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.79%
% of All Funds
3.81%
New
56
Increased
343
Reduced
369
Closed
52
Calls
$680K
Puts
$1.23M
Net Calls
-$553K
Net Calls Change
+$605K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$517M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$443M
3
CSIA
Charles Schwab Investment Advisory
California
+$329M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$202M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$158M

Top Sellers

1
AF
Allworth Financial
California
-$314M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$200M
3
Jane Street
Jane Street
New York
-$134M
4
UBS Group
UBS Group
Switzerland
-$113M
5
SG Americas Securities
SG Americas Securities
New York
-$94.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
276
Lake Street Advisors Group
New Hampshire
$5.64M +$527K +4,955 +10%
FA
277
Forefront Analytics
Pennsylvania
$5.61M +$103K +968 +2%
CPP
278
Crow Point Partners
Massachusetts
$5.59M +$2.54M +23,935 +84%
Capstone Investment Advisors
279
Capstone Investment Advisors
New York
$5.42M +$3.1M +29,136 +134%
IA
280
IndexIQ Advisors
New York
$5.39M -$1.12M -10,503 -17%
FMW
281
Farr Miller & Washington
District of Columbia
$5.34M -$135K -1,267 -2%
BWA
282
BDO Wealth Advisors
Florida
$5.32M -$278K -2,615 -5%
RMC
283
Regis Management Company
California
$5.27M – – –
ACI
284
Alpha Cubed Investments
California
$5.26M -$267K -2,513 -5%
PA
285
Planning Alternatives
Michigan
$5.24M +$73K +687 +1%
CFB
286
Cullen/Frost Bankers
Texas
$5.13M -$2.9M -27,322 -36%
GBT
287
Grove Bank & Trust
Florida
$5.11M +$97.2K +914 +2%
DWM
288
Darwin Wealth Management
Florida
$5.11M +$204K +1,920 +4%
FAIM
289
Financial Advocates Investment Management
Washington
$5.04M +$234K +2,209 +5%
WA
290
Winfield Associates
Ohio
$5.01M -$315K -2,960 -6%
AF
291
Arrow Financial
New York
$4.99M -$1.02M -9,610 -17%
JIC
292
Johnson Investment Counsel
Ohio
$4.99M +$218K +2,053 +5%
WIC
293
Whitegate Investment Counselors
New Hampshire
$4.96M -$4.08M -38,400 -45%
OIWM
294
OptiFour Integrated Wealth Management
Virginia
$4.92M +$10.4K +98 +0.2%
HSA
295
HBK Sorce Advisory
Pennsylvania
$4.92M +$68.9K +648 +1%
MLFP
296
MPS Loria Financial Planners
Illinois
$4.92M +$17.9K +168 +0.4%
FFA
297
Fragasso Financial Advisors
Pennsylvania
$4.88M -$1.71M -16,103 -26%
TIA
298
Tiemann Investment Advisors
California
$4.86M -$10.1K -95 -0.2%
Comerica Bank
299
Comerica Bank
Texas
$4.85M -$2.48M -23,303 -34%
CC
300
Cadinha & Co
Hawaii
$4.77M -$674K -6,341 -12%
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