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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 %
JGIA
351
Jackson Grant Investment Advisers
Connecticut
$5.63M +$283K +2,499 +5%
PFT
352
Providence First Trust
Arizona
$5.56M +$1.23M +10,869 +28%
PA
353
Planning Alternatives
Michigan
$5.54M -$144K -1,272 -3%
BBA
354
BLB&B Advisors
Pennsylvania
$5.52M +$773K +6,830 +16%
DWM
355
Darwin Wealth Management
Florida
$5.49M -$2.72K -24 -0%
AF
356
Advisornet Financial
Minnesota
$5.49M +$1.93M +17,014 +54%
WA
357
Winfield Associates
Ohio
$5.45M +$3.07M +27,135 +129%
RA
358
RFG Advisory
Alabama
$5.45M -$450K -3,973 -8%
IWC
359
Integrated Wealth Concepts
Massachusetts
$5.44M +$575K +5,084 +12%
SP
360
Sarasin & Partners
United Kingdom
$5.32M -$164K -1,450 -3%
WCG
361
Weaver Consulting Group
California
$5.3M +$91K +818 +2%
SS
362
Sunbelt Securities
Texas
$5.25M +$1.91M +16,856 +57%
FNBT
363
FineMark National Bank & Trust
Florida
$5.16M +$125K +1,105 +2%
MLFP
364
MPS Loria Financial Planners
Illinois
$5.16M -$338K -2,989 -6%
PCA
365
Peddock Capital Advisors
Massachusetts
$5.13M -$80.5K -711 -2%
QCM
366
Quest Capital Management
Texas
$5.11M +$4.9M +43,316 +2,383%
LW
367
Linscomb Wealth
Texas
$5.08M -$11.9K -105 -0.2%
AL
368
Aspiriant LLC
California
$5.05M +$730K +6,451 +17%
OCM
369
One Capital Management
California
$5.05M -$282K -2,491 -5%
SW
370
SVB Wealth
Massachusetts
$4.93M +$198K +1,750 +4%
MPPLM
371
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.88M -$2.11M -18,636 -30%
ACP
372
Aveo Capital Partners
Colorado
$4.86M -$1.01M -8,958 -17%
GC
373
Garde Capital
Washington
$4.86M +$44.7K +395 +0.9%
GIA
374
Gladstone Institutional Advisory
Florida
$4.84M +$248K +2,192 +5%
BPC
375
Banque Pictet & Cie
Switzerland
$4.83M +$4.01M +35,430 +490%
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