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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 %
BL
376
BFSG LLC
California
$8.24M +$214K +1,809 +3%
NYLIM
377
New York Life Investment Management
New York
$8.09M +$6.58M +55,746 +436%
AL
378
Aspiriant LLC
California
$8.07M +$386K +3,273 +5%
RC
379
Roundview Capital
New Jersey
$7.99M +$783K +6,636 +11%
LSAG
380
Lake Street Advisors Group
New Hampshire
$7.98M +$307K +2,602 +4%
PAG
381
Pinnacle Advisory Group
Maryland
$7.96M -$22.8K -193 -0.3%
FP
382
Fiduciary Planning
Florida
$7.87M -$2.8M -23,704 -26%
AIM
383
Acropolis Investment Management
Missouri
$7.83M -$25.3K -214 -0.3%
AIM
384
Allen Investment Management
New York
$7.79M
FAIM
385
Financial Advocates Investment Management
Washington
$7.73M +$16.6K +141 +0.2%
MCA
386
Magnolia Capital Advisors
Mississippi
$7.69M -$2.32M -19,645 -23%
C
387
Clearshares
New York
$7.63M +$3.82M +32,316 +100%
OFS
388
Oldfather Financial Services
Nebraska
$7.57M +$1.52M +12,845 +25%
ACS
389
Archford Capital Strategies
Illinois
$7.56M +$616K +5,214 +9%
DL
390
DOHJ LLC
Washington
$7.55M +$557K +4,717 +8%
SIA
391
Sovereign Investment Advisors
Arizona
$7.39M +$36.5K +309 +0.5%
COI
392
Connable Office Inc
Michigan
$7.28M -$1.78M -15,073 -20%
AA
393
Ancora Advisors
Ohio
$7.27M +$131K +1,108 +2%
PT
394
Plimoth Trust
Massachusetts
$7.26M +$547K +4,633 +8%
MWM
395
Merriman Wealth Management
Washington
$7.25M +$15K +127 +0.2%
SIGI
396
Susquehanna International Group (Ireland)
Ireland
$7.17M -$7.66M -64,849 -52%
PCA
397
Peddock Capital Advisors
Massachusetts
$7.14M +$704K +5,963 +11%
SAMC
398
Spectrum Asset Management (California)
California
$7.05M +$2.14M +18,110 +44%
MAS
399
Madden Advisory Services
Florida
$7.03M +$2.46M +20,871 +54%
SFP
400
Strategic Financial Partners
Oregon
$6.99M +$1.61M +13,637 +30%