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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFO
326
RiverGlades Family Offices
Florida
$6.42M -$87.1K -770 -1%
TSS
327
Two Sigma Securities
New York
$6.4M +$5.82M +51,459 +1,018%
PWW
328
Pettyjohn Wood & White
Virginia
$6.35M +$2.54M +22,450 +67%
TCM
329
Twin Capital Management
Pennsylvania
$6.35M -$406K -3,590 -6%
WA
330
Wilshire Advisors
California
$6.35M -$406K -3,590 -6%
Comerica Bank
331
Comerica Bank
Texas
$6.3M -$521K -4,621 -8%
Northern Trust
332
Northern Trust
Illinois
$6.28M +$303K +267,857 +5%
CWM
333
Calamos Wealth Management
Illinois
$6.27M -$430K -3,800 -6%
BFM
334
Broadview Financial Management
Wisconsin
$6.23M +$212K +1,870 +4%
SFPM
335
Sensible Financial Planning & Management
Massachusetts
$6.23M -$1.55M -13,667 -20%
FAIM
336
Financial Advocates Investment Management
Washington
$6.14M +$288K +2,541 +5%
OIWM
337
OptiFour Integrated Wealth Management
Virginia
$6.06M +$145K +1,280 +2%
SFA
338
Stewardship Financial Advisors
Georgia
$6.06M -$1.25M -11,086 -17%
AA
339
Ancora Advisors
Ohio
$5.98M +$212K +1,869 +4%
FCT
340
Family Capital Trust
Massachusetts
$5.98M +$89K +786 +2%
MC
341
Minot Capital
Colorado
$5.96M – – –
IWA
342
Independence Wealth Advisors
Virginia
$5.94M -$268K -2,371 -4%
GI
343
Glovista Investments
New Jersey
$5.94M +$5.94M +52,513 New
GPA
344
Guidance Point Advisors
Massachusetts
$5.94M +$931K +8,168 +19%
BWCS
345
Beirne Wealth Consulting Services
Connecticut
$5.93M +$2.31M +20,402 +64%
FA
346
Fortis Advisors
Pennsylvania
$5.87M +$699K +6,178 +14%
FMW
347
Farr Miller & Washington
District of Columbia
$5.85M +$213K +1,881 +4%
RMC
348
Regis Management Company
California
$5.79M -$300K -2,650 -5%
ACI
349
Alpha Cubed Investments
California
$5.7M -$71.5K -632 -1%
PCMC
350
Paragon Capital Management (Colorado)
Colorado
$5.68M +$265K +2,346 +5%
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