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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 %
HHGA
301
Halbert Hargrove Global Advisors
California
$14.2M +$221K +1,868 +2%
WT
302
Whittier Trust
California
$14.2M +$192K +1,625 +1%
RPWA
303
Regent Peak Wealth Advisors
Georgia
$14.1M +$483K +4,087 +4%
SHIM
304
Stone House Investment Management
Pennsylvania
$14M -$1.58M -13,368 -10%
CH
305
Canton Hathaway
Rhode Island
$14M +$14M +118,805 New
DC
306
Derby & Company
Massachusetts
$14M +$484K +4,096 +4%
PIM
307
Penobscot Investment Management
Massachusetts
$13.9M +$3.72M +31,479 +37%
GLLW
308
Graves Light Lenhart Wealth
Virginia
$13.8M +$415K +3,514 +3%
LNC
309
Lincoln National Corp
Pennsylvania
$13.8M +$1.9M +16,135 +16%
GC
310
Grimes & Company
Massachusetts
$13.6M -$362K -3,067 -3%
BOH
311
Bank of Hawaii
Hawaii
$13.5M -$22.4K -190 -0.2%
PA
312
Parkside Advisors
California
$13.4M -$583K -4,940 -4%
MPPLM
313
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13.4M +$1.85M +15,673 +16%
BFWA
314
Benchmark Financial Wealth Advisors
Florida
$13.1M +$2.04M +17,270 +18%
CIBC World Market
315
CIBC World Market
Ontario, Canada
$13M +$1.13M +9,607 +10%
ISWM
316
Independent Solutions Wealth Management
New York
$13M +$2.29M +19,416 +21%
ST
317
Sentinel Trust
Texas
$13M +$294K +2,489 +2%
OMC
318
Old Mission Capital
Illinois
$13M +$13M +109,738 New
GSAM
319
Grant Street Asset Management
Pennsylvania
$12.9M -$5.95M -50,361 -32%
FFS
320
Founders Financial Securities
Maryland
$12.7M +$1.33M +11,248 +12%
BWA
321
BlueSky Wealth Advisors
North Carolina
$12.6M +$461K +3,904 +4%
KPWG
322
KFA Private Wealth Group
Virginia
$12.5M +$310K +2,627 +3%
NAM
323
North American Management
Massachusetts
$12.4M +$252K +2,137 +2%
SA
324
Shilanski & Associates
Alaska
$12.4M +$351K +2,973 +3%
IWM
325
IHT Wealth Management
Illinois
$12.4M +$10.7M +90,240 +625%