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iShares Core US Aggregate Bond ETF

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
Calton & Associates
Florida
$10.8M -$331K -2,868 -3%
GAG
302
GM Advisory Group
New York
$10.6M +$5.88M +50,992 +125%
EGA
303
E&G Advisors
Texas
$10.5M +$1.27M +10,990 +14%
CTA
304
Chesley Taft & Associates
Illinois
$10.4M +$1.55M +13,462 +17%
CJA
305
C-J Advisory
California
$10.4M -$2.14M -18,545 -17%
SHWM
306
Smith & Howard Wealth Management
Georgia
$10.4M +$27.6K +239 +0.3%
Financial Engines Advisors
307
Financial Engines Advisors
California
$10.4M +$10.4M +89,967 New
LNC
308
Lincoln National Corp
Pennsylvania
$10.2M +$1.39M +12,013 +16%
SHGA
309
Sand Hill Global Advisors
California
$10.2M -$15M -129,762 -59%
CIBC World Market
310
CIBC World Market
Ontario, Canada
$10.2M +$104K +899 +1%
HFS
311
HBC Financial Services
Washington
$10.2M -$113K -987 -1%
PWP
312
Personal Wealth Partners
Minnesota
$9.86M -$2.06M -17,843 -17%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$9.85M +$1.35M +13,472 +16%
SPIA
314
Strategic Point Investment Advisors
Rhode Island
$9.79M +$7.89M +68,426 +418%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$9.78M +$702K +6,087 +8%
VanEck Associates
316
VanEck Associates
New York
$9.62M +$4.12M +35,746 +75%
GLA
317
Good Life Advisors
Pennsylvania
$9.59M -$516K -4,478 -5%
Qube Research & Technologies (QRT)
318
Qube Research & Technologies (QRT)
United Kingdom
$9.59M -$23M -199,127 -71%
CWG
319
Cornerstone Wealth Group
North Carolina
$9.56M +$9.56M +82,828 New
STA
320
Summit Trail Advisors
New York
$9.54M +$9.54M +82,677 New
WA
321
Waverly Advisors
Alabama
$9.38M -$1M -8,685 -10%
ISWM
322
Independent Solutions Wealth Management
New York
$9.3M -$429K -3,720 -4%
CAG
323
Crestwood Advisors Group
Massachusetts
$9.26M +$429K +3,717 +5%
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$9.22M -$6.35K -55 -0.1%
KWM
325
Kingsview Wealth Management
Oregon
$9.22M -$282K -2,443 -3%