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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 %
PP
351
PDS Planning
Ohio
$10.5M +$1.41M +11,956 +16%
CAG
352
Crestwood Advisors Group
Massachusetts
$10.4M +$543K +4,595 +5%
VFA
353
Voya Financial Advisors
Connecticut
$10.3M -$5.83M -49,280 -36%
PWAG
354
Polaris Wealth Advisory Group
California
$10.2M -$3.44M -29,275 -25%
EWM
355
Executive Wealth Management
Michigan
$10.2M -$1.57M -13,287 -13%
PFM
356
Peak Financial Management
Massachusetts
$9.84M +$855K +7,240 +10%
EFSCE
357
Enterprise Financial Services Corp (EFSC)
Missouri
$9.8M +$111K +939 +1%
GPA
358
Guidance Point Advisors
Massachusetts
$9.7M +$565K +4,786 +6%
IA
359
IFP Advisors
Florida
$9.67M +$2.35M +19,919 +32%
CM
360
Columbus Macro
Pennsylvania
$9.65M -$6.62M -56,090 -41%
CCT
361
Capital City Trust
Florida
$9.61M +$437K +3,699 +5%
Financial Engines Advisors
362
Financial Engines Advisors
California
$9.61M +$726K +6,150 +8%
ASN
363
Advisory Services Network
Georgia
$9.59M +$416K +3,525 +5%
SHJ
364
Sharkey, Howes & Javer
Colorado
$9.49M +$420K +3,561 +5%
BPA
365
Beacon Pointe Advisors
California
$9.19M +$3.43M +29,031 +60%
MM
366
Main Management
California
$9.18M +$2.14M +18,134 +30%
PA
367
Paragon Advisors
Texas
$9.16M +$1.54M +13,033 +20%
LF
368
Lee Financial
Texas
$9.14M -$3.19M -27,003 -26%
JGIA
369
Jackson Grant Investment Advisers
Connecticut
$9.04M +$1.26M +10,668 +16%
WA
370
Waverly Advisors
Alabama
$8.96M +$352K +3,002 +4%
PWP
371
Personal Wealth Partners
Minnesota
$8.87M -$294K -2,492 -3%
SCP
372
Silverleafe Capital Partners
Tennessee
$8.79M +$222K +1,877 +3%
FFA
373
First Foundation Advisors
California
$8.62M +$995K +8,425 +13%
EIA
374
Eldridge Investment Advisors
New Hampshire
$8.51M -$404K -3,430 -5%
A
375
AdvicePeriod
California
$8.4M +$425K +3,600 +5%