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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 %
BC
326
Burleson & Co
California
$12.1M +$2.9M +24,642 +31%
HWA
327
Heartwood Wealth Advisors
Virginia
$11.9M -$7.02M -59,460 -37%
SCM
328
SCS Capital Management
Massachusetts
$11.9M +$10.4M +88,256 +700%
ACA
329
Affinity Capital Advisors
California
$11.9M +$2.74M +23,209 +30%
CIP
330
Capital Insight Partners
Arizona
$11.9M +$270K +2,288 +2%
CAM
331
Caprin Asset Management
Virginia
$11.7M +$142K +1,203 +1%
Northern Trust
332
Northern Trust
Illinois
$11.6M +$2.3M +1,944,016 +25%
PGWM
333
Parisi Gray Wealth Management
New Jersey
$11.6M +$78.7K +667 +0.7%
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
$11.6M -$64.5M -546,565 -85%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$11.6M +$982K +8,315 +9%
CGI
336
Cougar Global Investments
Ontario, Canada
$11.5M +$498K +4,219 +5%
HW
337
Hancock Whitney
Mississippi
$11.4M -$1.68M -14,191 -13%
QCG
338
Quadrant Capital Group
Ohio
$11.3M +$5.68M +48,101 +101%
SYBT
339
Stock Yards Bank & Trust
Kentucky
$11.2M +$2.08M +17,636 +23%
GAG
340
GM Advisory Group
New York
$11.2M +$152K +1,288 +1%
BPC
341
Banque Pictet & Cie
Switzerland
$11.2M +$2.12M +17,970 +23%
TIA
342
Tiemann Investment Advisors
California
$11.2M +$1.5M +12,692 +15%
SA
343
Sunesis Advisors
Kansas
$11.1M +$180K +1,524 +2%
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$10.8M +$109K +927 +1%
SSWM
345
Smith Salley Wealth Management
North Carolina
$10.7M +$2.78M +23,509 +35%
MLICM
346
Metropolitan Life Insurance Company (MetLife)
New York
$10.7M
RT
347
Rockland Trust
Massachusetts
$10.6M -$897K -7,595 -8%
CJA
348
C-J Advisory
California
$10.6M -$4.25K -36 -0%
VOYA Investment Management
349
VOYA Investment Management
Georgia
$10.6M +$6.17M +52,278 +141%
BFPW
350
BOK Financial Private Wealth
Colorado
$10.5M -$6.74M -57,088 -39%