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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 %
W
276
WealthStone
Ohio
$16M +$2.06M +17,483 +15%
AllianceBernstein
277
AllianceBernstein
Tennessee
$15.8M -$2.11M -17,900 -12%
Manulife (Manufacturers Life Insurance)
278
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.8M +$13.7M +116,353 +665%
IFA
279
Interactive Financial Advisors
Illinois
$15.7M -$472K -4,002 -3%
DT
280
Diversified Trust
Tennessee
$15.5M +$11.8M +100,015 +316%
FI
281
FormulaFolio Investments
Michigan
$15.5M -$5.58M -47,224 -27%
SWM
282
Shakespeare Wealth Management
Wisconsin
$15.3M +$1.76M +14,911 +13%
CTA
283
Chesley Taft & Associates
Illinois
$15.3M +$3.62M +30,670 +31%
APA
284
American Portfolios Advisors
New York
$15.3M +$5.39M +45,670 +55%
SWM
285
Sugarloaf Wealth Management
Georgia
$15.2M -$29.6K -250 -0.2%
FSC
286
Full Sail Capital
Oklahoma
$15M +$2.37M +20,080 +19%
CWM
287
Calamos Wealth Management
Illinois
$14.9M -$3.33M -28,240 -18%
SFG
288
Summit Financial Group
West Virginia
$14.9M +$191K +1,618 +1%
PJSIMP
289
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.7M +$14.7M +124,973 New
MWM
290
Mission Wealth Management
California
$14.7M -$745K -6,313 -5%
BWCS
291
Beirne Wealth Consulting Services
Connecticut
$14.7M +$202K +1,715 +1%
DI
292
Diligent Investors
California
$14.7M -$162K -1,372 -1%
VC
293
Veracity Capital
Georgia
$14.6M -$1.18M -9,990 -7%
STA
294
Summit Trail Advisors
New York
$14.6M +$1.26M +10,703 +9%
SHWM
295
Smith & Howard Wealth Management
Georgia
$14.4M +$2.32M +19,630 +19%
JWCA
296
J.W. Cole Advisors
Florida
$14.4M +$3.81M +32,245 +36%
CL
297
CPWM LLC
Washington
$14.3M -$295K -2,499 -2%
ACP
298
Aveo Capital Partners
Colorado
$14.3M +$8.52M +72,176 +148%
CA
299
Calton & Associates
Florida
$14.3M +$3.04M +25,741 +27%
M&T Bank
300
M&T Bank
New York
$14.3M +$1.29M +10,928 +10%