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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 %
GWMIA
376
Global Wealth Management Investment Advisory
Florida
$4.82M +$647K +5,713 +15%
C
377
Clearshares
New York
$4.81M -$658K -5,810 -12%
HI
378
Hudock Inc
Pennsylvania
$4.79M +$142K +1,259 +3%
MBTD
379
Mechanics Bank - Trust Department
California
$4.75M +$149K +1,318 +3%
STA
380
Summit Trail Advisors
New York
$4.75M +$1.27M +11,262 +37%
BWA
381
BDO Wealth Advisors
Florida
$4.69M -$57.5K -508 -1%
SSWM
382
Smith Salley Wealth Management
North Carolina
$4.63M +$672K +5,940 +17%
ECM
383
Exchange Capital Management
Michigan
$4.61M +$1.08M +9,513 +31%
PWPCM
384
Perella Weinberg Partners Capital Management
New York
$4.58M -$6.04M -53,374 -57%
FWP
385
FAS Wealth Partners
Kansas
$4.51M -$68.7K -607 -1%
HSA
386
HBK Sorce Advisory
Pennsylvania
$4.47M -$201K -1,773 -4%
HWA
387
Hillcrest Wealth Advisors
New Jersey
$4.39M -$22.6K -200 -0.5%
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$4.39M +$1.83M +16,204 +72%
IA
389
IFG Advisory
Georgia
$4.35M +$4.35M +38,450 New
CAMG
390
CWA Asset Management Group
Florida
$4.34M +$1.05M +9,279 +32%
HAS
391
HBW Advisory Services
California
$4.26M +$4.26M +37,534 New
TSW
392
Thompson Siegel & Walmsley
Virginia
$4.25M +$152K +1,344 +4%
CCG
393
Cypress Capital Group
Florida
$4.22M +$186K +1,645 +5%
KLCM
394
KG&L Capital Management
Louisiana
$4.21M +$114K +1,006 +3%
CC
395
Cedar Capital
Illinois
$4.2M +$292K +2,582 +7%
RTC
396
Riverview Trust Company
Washington
$4.18M – – –
IFAM
397
Institutional & Family Asset Management
Colorado
$4.17M +$3.14M +27,703 +302%
TI
398
Tidal Investments
Wisconsin
$4.16M +$49K +433 +1%
1SB
399
1ST Source Bank
Indiana
$4.16M +$106K +937 +3%
BAC
400
Boys Arnold & Co
North Carolina
$4.15M -$269K -2,375 -6%
14 15
16
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