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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 %
TIA
326
Tiemann Investment Advisors
California
$5.87M +$430K +3,860 +8%
MC
327
Minot Capital
Colorado
$5.86M – – –
OIWM
328
OptiFour Integrated Wealth Management
Virginia
$5.82M -$41.9K -376 -0.7%
ACP
329
Aveo Capital Partners
Colorado
$5.81M +$1.28M +11,515 +28%
RA
330
RFG Advisory
Alabama
$5.8M -$5.85M -52,566 -50%
FCT
331
Family Capital Trust
Massachusetts
$5.79M +$111K +994 +2%
WP
332
WealthSource Partners
California
$5.78M +$136K +1,221 +2%
FAIM
333
Financial Advocates Investment Management
Washington
$5.76M -$340K -3,056 -6%
DT
334
Diversified Trust
Tennessee
$5.72M +$2.38M +21,385 +71%
A
335
AdvicePeriod
California
$5.72M +$2.68M +23,937 +88%
GC
336
Grimes & Company
Massachusetts
$5.7M -$63.7K -572 -1%
ACI
337
Alpha Cubed Investments
California
$5.68M +$329K +2,954 +6%
AA
338
Ancora Advisors
Ohio
$5.68M +$671K +6,025 +13%
PA
339
Planning Alternatives
Michigan
$5.6M +$48.3K +434 +0.9%
FMW
340
Farr Miller & Washington
District of Columbia
$5.54M -$127K -1,145 -2%
SC
341
Scotia Capital
Ontario, Canada
$5.53M +$17.4K +156 +0.3%
MLFP
342
MPS Loria Financial Planners
Illinois
$5.41M +$99.5K +894 +2%
DWM
343
Darwin Wealth Management
Florida
$5.41M -$60.1K -540 -1%
SP
344
Sarasin & Partners
United Kingdom
$5.4M +$146K +1,309 +3%
HCM
345
Harvest Capital Management
New Hampshire
$5.4M +$1.24M +11,155 +30%
C
346
Clearshares
New York
$5.38M +$1.1M +9,900 +26%
IA
347
IndexIQ Advisors
New York
$5.37M +$2.25M +20,236 +72%
PCMC
348
Paragon Capital Management (Colorado)
Colorado
$5.33M -$22.8K -205 -0.4%
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$5.26M +$75.7K +680 +1%
OCM
350
One Capital Management
California
$5.25M -$1.37M -12,307 -21%
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