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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 %
A
351
AdvicePeriod
California
$7.72M -$31K -269 -0.4%
AF
352
Advisornet Financial
Minnesota
$7.66M -$25.6K -222 -0.3%
CCT
353
Country Club Trust
Missouri
$7.64M -$2.22M -19,214 -23%
LSAG
354
Lake Street Advisors Group
New Hampshire
$7.61M -$1.07M -9,283 -12%
EIA
355
Eldridge Investment Advisors
New Hampshire
$7.48M -$1.94M -16,827 -21%
APA
356
American Portfolios Advisors
New York
$7.44M +$2.97M +25,761 +66%
BCM
357
Brookstone Capital Management
Illinois
$7.34M +$1.09M +9,429 +17%
AL
358
Aspiriant LLC
California
$7.23M +$1.21M +10,522 +20%
FWM
359
FFT Wealth Management
Pennsylvania
$7.2M +$7.2M +62,388 New
SIA
360
Sovereign Investment Advisors
Arizona
$7.17M – – –
Northern Trust
361
Northern Trust
Illinois
$7.16M -$24.2K -20,965 -0.3%
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$7.12M +$5.52M +47,819 +344%
PAG
363
Pinnacle Advisory Group
Maryland
$7.05M -$1.48M -12,864 -17%
MWM
364
Merriman Wealth Management
Washington
$6.96M +$6.96M +60,352 New
FMWA
365
Forvis Mazars Wealth Advisors
Missouri
$6.9M +$2.68M +23,271 +64%
LW
366
Linscomb Wealth
Texas
$6.88M +$726K +6,292 +12%
First Trust Advisors
367
First Trust Advisors
Illinois
$6.87M +$3.82M +33,082 +125%
MPPLM
368
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.85M +$156K +1,355 +2%
WCM
369
Wunderlich Capital Managemnt
Tennessee
$6.79M -$601K -5,212 -8%
AA
370
Ancora Advisors
Ohio
$6.71M -$85.8K -744 -1%
GIA
371
Gladstone Institutional Advisory
Florida
$6.7M +$956K +8,286 +17%
RFO
372
RiverGlades Family Offices
Florida
$6.61M +$141K +1,226 +2%
TFF
373
The Family Firm
Maryland
$6.61M -$116K -1,008 -2%
ACP
374
Aveo Capital Partners
Colorado
$6.6M -$1.81M -15,705 -22%
RWM
375
Ritholtz Wealth Management
New York
$6.58M +$5.11M +44,264 +347%
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