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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
276
Enterprise Financial Services Corp (EFSC)
Missouri
$8.99M +$30.4K +269 +0.3%
AllianceBernstein
277
AllianceBernstein
Tennessee
$8.97M -$22.7M -200,900 -72%
SCM
278
SCS Capital Management
Massachusetts
$8.92M -$17.1M -151,456 -66%
EWM
279
Executive Wealth Management
Michigan
$8.89M +$415K +3,668 +5%
PT
280
Plimoth Trust
Massachusetts
$8.82M +$126K +1,111 +1%
RWG
281
Regal Wealth Group
California
$8.82M +$66.4K +587 +0.8%
KWM
282
Kingsview Wealth Management
Oregon
$8.81M +$103K +906 +1%
Cetera Investment Advisers
283
Cetera Investment Advisers
Illinois
$8.77M +$529K +4,679 +6%
SHWM
284
Smith & Howard Wealth Management
Georgia
$8.71M +$8.71M +76,949 New
LSAG
285
Lake Street Advisors Group
New Hampshire
$8.66M -$52.3K -462 -0.6%
CPP
286
Crow Point Partners
Massachusetts
$8.6M +$24K +212 +0.3%
SC
287
Scotia Capital
Ontario, Canada
$8.57M +$2.95M +26,105 +53%
HNB
288
Huntington National Bank
Ohio
$8.52M -$9.06M – –
CAG
289
Crestwood Advisors Group
Massachusetts
$8.47M +$151K +1,337 +2%
HF
290
HRT Financial
New York
$8.43M +$8.43M +74,467 New
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$8.42M +$4.76M +42,210 +130%
MLICM
292
Metropolitan Life Insurance Company (MetLife)
New York
$8.29M – – –
VOYA Investment Management
293
VOYA Investment Management
Georgia
$8.26M -$862K -7,620 -9%
PC
294
Premise Capital
Illinois
$8.22M -$3.54M -31,377 -30%
PAG
295
Pinnacle Advisory Group
Maryland
$8.17M -$270K -2,385 -3%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$8.12M +$82.8K +732 +1%
SHJ
297
Sharkey, Howes & Javer
Colorado
$8.06M +$8.06M +71,182 New
GC
298
Grimes & Company
Massachusetts
$8.01M +$2.22M +19,578 +38%
CCT
299
Country Club Trust
Missouri
$7.72M +$868K +7,675 +13%
PR
300
Payden & Rygel
California
$7.65M – – –
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