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iShares Core US Aggregate Bond ETF

1,441 hedge funds and large institutions have $65.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 608 increasing their positions, 564 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.37%
Holding in Top 10
273
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-7.14%
% of All Funds
4.81%
New
117
Increased
608
Reduced
564
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Shares
Change %
SHIM
351
Stone House Investment Management
Pennsylvania
$10.6M
PAS
352
Park Avenue Securities
New York
$10.5M +$2.15M +18,927 +26%
YIA
353
YHB Investment Advisors
Connecticut
$10.5M +$4.97M +43,397 +90%
RWG
354
Regal Wealth Group
California
$10.5M +$358K +3,142 +4%
JGIA
355
Jackson Grant Investment Advisers
Connecticut
$10.4M +$768K +6,751 +8%
HFS
356
HBC Financial Services
Washington
$10.4M +$1.02M +8,843 +11%
FFS
357
Founders Financial Securities
Maryland
$10.4M -$3.5M -30,769 -25%
EWA
358
EP Wealth Advisors
California
$10.3M -$5.07M -44,543 -33%
MLICM
359
Metropolitan Life Insurance Company (MetLife)
New York
$10.3M
EFSCE
360
Enterprise Financial Services Corp (EFSC)
Missouri
$10.1M +$492K +4,326 +5%
CAG
361
Crestwood Advisors Group
Massachusetts
$10.1M +$116K +1,019 +1%
PAG
362
Pinnacle Advisory Group
Maryland
$10.1M +$2.05M +18,040 +26%
SFG
363
Summit Financial Group
West Virginia
$10.1M -$4.2M -36,941 -29%
SXL
364
Summit X LLC
Missouri
$10.1M +$1.19M +10,502 +13%
BPA
365
Beacon Pointe Advisors
California
$10.1M -$291K -2,560 -3%
PWPS
366
Pinnacle Wealth Planning Services
Ohio
$9.88M +$8.13M +71,408 +464%
PFT
367
Providence First Trust
Arizona
$9.83M +$432K +3,795 +5%
CIP
368
Capital Insight Partners
Arizona
$9.71M -$1.96M -17,254 -17%
FTA
369
Financial & Tax Architects
Missouri
$9.54M +$9.54M +83,848 New
GFG
370
Greystone Financial Group
Michigan
$9.49M +$6.86M +60,103 +261%
NEIRG
371
New England Investment & Retirement Group
Massachusetts
$9.47M -$19.7M -173,172 -68%
ACS
372
Archford Capital Strategies
Illinois
$9.42M +$734K +6,395 +8%
CCT
373
Capital City Trust
Florida
$9.26M
KFP
374
KMG Fiduciary Partners
Ohio
$9.24M +$1.89M +16,642 +26%
FG
375
Fiduciary Group
Georgia
$9.23M +$2.8M +24,481 +44%