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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
326
Plimoth Trust
Massachusetts
$9.12M +$60.8K +527 +0.7%
PFM
327
Peak Financial Management
Massachusetts
$9.06M -$767K -6,645 -8%
IWP
328
IAG Wealth Partners
Wisconsin
$9.02M -$771K -6,681 -8%
BC
329
Burleson & Co
California
$8.99M -$10.1M -86,712 -53%
ST
330
Sentinel Trust
Texas
$8.89M +$654K +5,672 +8%
BRC
331
BHF RG Capital
Arizona
$8.64M – – –
DWA
332
Divergent Wealth Advisors
Utah
$8.6M -$39.5M -342,438 -82%
TIA
333
Tiemann Investment Advisors
California
$8.54M +$665K +5,761 +8%
GFPC
334
Global Financial Private Capital
Florida
$8.48M +$337K +2,924 +4%
MLICM
335
Metropolitan Life Insurance Company (MetLife)
New York
$8.46M – – –
MCA
336
Magnolia Capital Advisors
Mississippi
$8.46M +$1.33M +11,569 +19%
SYBT
337
Stock Yards Bank & Trust
Kentucky
$8.45M +$356K +3,086 +4%
BBVA
338
Banco Bilbao Vizcaya Argentaria
Spain
$8.35M +$5.22M +45,266 +167%
IWA
339
Independence Wealth Advisors
Virginia
$8.33M +$399K +3,457 +5%
SFP
340
Strategic Financial Partners
Oregon
$8.21M +$4.34M +37,605 +112%
SHJ
341
Sharkey, Howes & Javer
Colorado
$8.16M +$292K +2,534 +4%
SCP
342
Silverleafe Capital Partners
Tennessee
$8.07M -$6.09M -52,775 -43%
SS
343
Sunbelt Securities
Texas
$8.07M +$1.59M +13,926 +25%
HF
344
HRT Financial
New York
$8.02M +$7.7M +66,741 +2,427%
GPA
345
Guidance Point Advisors
Massachusetts
$7.99M +$921K +7,825 +13%
ACA
346
Affinity Capital Advisors
California
$7.98M +$454K +3,873 +6%
WIC
347
Whitegate Investment Counselors
New Hampshire
$7.98M +$435K +3,770 +6%
NEIRG
348
New England Investment & Retirement Group
Massachusetts
$7.98M +$7.98M +69,123 New
RhumbLine Advisers
349
RhumbLine Advisers
Massachusetts
$7.83M -$21.3M -184,551 -73%
AIM
350
Acropolis Investment Management
Missouri
$7.78M -$677K -5,868 -8%
12 13
14
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