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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
301
Country Club Trust
Missouri
$6.74M +$6.74M +60,557 New
Comerica Bank
302
Comerica Bank
Texas
$6.72M +$799K +7,189 +13%
JIC
303
Johnson Investment Counsel
Ohio
$6.68M -$189K -1,701 -3%
IC
304
Innealta Capital
Texas
$6.65M -$8.16M -73,290 -55%
WA
305
Wilshire Advisors
California
$6.65M -$2.64M -23,724 -28%
TCM
306
Twin Capital Management
Pennsylvania
$6.65M -$2.63M -23,660 -28%
TFF
307
The Family Firm
Maryland
$6.62M -$206K -1,847 -3%
CWM
308
Calamos Wealth Management
Illinois
$6.6M +$269K +2,415 +4%
APCM
309
Alaska Permanent Capital Management
Alaska
$6.57M +$6.57M +58,984 New
BCM
310
Brookstone Capital Management
Illinois
$6.49M -$3.01M -27,030 -32%
RFO
311
RiverGlades Family Offices
Florida
$6.4M -$32.9K -295 -0.5%
HW
312
Hedeker Wealth
Illinois
$6.38M +$2.91M +26,091 +84%
CTA
313
Chesley Taft & Associates
Illinois
$6.34M +$1.78M +15,965 +39%
EIA
314
Eldridge Investment Advisors
New Hampshire
$6.32M +$458K +4,118 +8%
PP
315
Prudential plc
United Kingdom
$6.31M +$590K +5,300 +10%
BFA
316
Beaumont Financial Advisors
Massachusetts
$6.21M +$3.48M +31,230 +127%
IWA
317
Independence Wealth Advisors
Virginia
$6.11M +$280K +2,513 +5%
SG
318
StoneX Group
New York
$6.05M +$4.48M +40,192 +285%
SYBT
319
Stock Yards Bank & Trust
Kentucky
$6.01M +$308K +2,762 +5%
RMC
320
Regis Management Company
California
$5.99M -$5.99M -53,824 -50%
GFPC
321
Global Financial Private Capital
Florida
$5.98M -$8.6M -77,259 -59%
AAS
322
Avantax Advisory Services
Texas
$5.93M +$1.68M +15,115 +40%
BFM
323
Broadview Financial Management
Wisconsin
$5.92M +$470K +4,221 +9%
PI
324
PFS Investments
Georgia
$5.92M -$4.63M -41,696 -44%
Northern Trust
325
Northern Trust
Illinois
$5.89M +$780K +700,747 +15%
11 12
13
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