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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 %
TPCW
376
TD Private Client Wealth
New York
$9.18M -$3.1M -27,201 -25%
M&T Bank
377
M&T Bank
New York
$9.18M -$5M -43,956 -35%
TI
378
tru Independence
Oregon
$9.15M +$9.15M +80,369 New
IAN
379
Integrated Advisors Network
Texas
$9.12M -$3.9M -34,281 -30%
KPWS
380
Kestra Private Wealth Services
Texas
$9.04M -$781K -6,857 -8%
GC
381
Grimes & Company
Massachusetts
$8.99M -$1.47M -12,918 -14%
AIM
382
Allen Investment Management
New York
$8.96M
RC
383
Roundview Capital
New Jersey
$8.94M +$735K +6,458 +9%
OFS
384
Oldfather Financial Services
Nebraska
$8.84M +$596K +5,212 +7%
IA
385
IFP Advisors
Florida
$8.72M -$98.7K -868 -1%
RT
386
Rockland Trust
Massachusetts
$8.65M -$417K -3,661 -5%
SHJ
387
Sharkey, Howes & Javer
Colorado
$8.61M -$617K -5,419 -7%
IWP
388
Innova Wealth Partners
Pennsylvania
$8.49M +$2.74M +24,094 +48%
HHGA
389
Halbert Hargrove Global Advisors
California
$8.42M -$5.41M -47,530 -39%
VWA
390
V Wealth Advisors
Kansas
$8.41M -$1.61M -14,143 -16%
5L
391
55I LLC
Massachusetts
$8.38M +$7.91M +69,509 +1,681%
WA
392
Waverly Advisors
Alabama
$8.23M -$588K -5,144 -7%
VFA
393
Voya Financial Advisors
Connecticut
$8.2M -$903K -7,931 -10%
SAI
394
Systematic Alpha Investments
New Jersey
$8.2M
DAS
395
Dynamic Advisor Solutions
Arizona
$8.19M +$1.33M +11,702 +19%
AA
396
Ancora Advisors
Ohio
$8.14M +$416K +3,658 +5%
PCMC
397
Paragon Capital Management (Colorado)
Colorado
$8.11M +$97.2K +854 +1%
BRWA
398
B. Riley Wealth Advisors
Florida
$7.96M +$4.28M +37,553 +116%
BA
399
Bellwether Advisors
Nebraska
$7.96M -$240K -2,108 -3%
A
400
AdvicePeriod
California
$7.95M +$536K +4,709 +7%