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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
401
Level Four Advisory Services
Texas
$3.77M -$153K -1,378 -4%
PWW
402
Pettyjohn Wood & White
Virginia
$3.75M -$41.8K -375 -1%
PFA
403
Pure Financial Advisors
California
$3.71M +$173K +1,554 +5%
APP
404
Avantax Planning Partners
Iowa
$3.64M -$19.7K -177 -0.5%
CANC
405
Culbertson A N & Co
Virginia
$3.64M -$115K -1,035 -3%
Wealth Enhancement Advisory Services
406
Wealth Enhancement Advisory Services
Minnesota
$3.61M +$1.99M +17,840 +122%
CAL
407
Capital Advisors Ltd
Ohio
$3.59M -$10.4K -93 -0.3%
WCG
408
Wall Capital Group
Arizona
$3.58M -$3.19M -28,630 -47%
PCMK
409
Paragon Capital Management (Kansas)
Kansas
$3.58M +$109K +975 +3%
BWCS
410
Beirne Wealth Consulting Services
Connecticut
$3.56M +$2.52M +22,609 +241%
WAM
411
Wakefield Asset Management
Colorado
$3.53M -$621K -5,578 -15%
WAM
412
Wolverine Asset Management
Illinois
$3.52M +$584K +5,246 +20%
AF
413
Advisornet Financial
Minnesota
$3.5M +$972K +8,732 +38%
ECM
414
Exchange Capital Management
Michigan
$3.47M +$194K +1,746 +6%
SC
415
Savant Capital
Illinois
$3.44M +$3.44M +30,921 New
PAMG
416
Patton Albertson Miller Group
Tennessee
$3.42M -$1.57M -13,976 -31%
STA
417
Summit Trail Advisors
New York
$3.42M -$398K -3,572 -10%
HT
418
Hefren-Tillotson
Pennsylvania
$3.41M -$70.3K -631 -2%
SIAM
419
Sterling Investment Advisors (Missouri)
Missouri
$3.41M +$55.6K +499 +2%
OAM
420
Oppenheimer Asset Management
New York
$3.39M -$86.8K -780 -2%
AP
421
Appleton Partners
Massachusetts
$3.38M -$1.67M -14,975 -33%
NFG
422
Next Financial Group
Texas
$3.37M +$3.18M +28,577 +1,677%
NL
423
NWAM LLC
Washington
$3.32M +$138K +1,243 +4%
JIR
424
James Investment Research
Ohio
$3.31M -$111K -996 -3%
GAG
425
GM Advisory Group
New York
$3.3M +$802K +7,202 +32%
15 16
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