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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 %
SP
401
Sarasin & Partners
United Kingdom
$6.94M -$437K -3,700 -6%
KFP
402
KMG Fiduciary Partners
Ohio
$6.93M +$441K +3,737 +7%
CAM
403
Cresset Asset Management
Illinois
$6.89M +$5.79K +49 +0.1%
IWP
404
IAG Wealth Partners
Wisconsin
$6.89M -$383K -3,240 -5%
FMW
405
Farr Miller & Washington
District of Columbia
$6.88M +$511K +4,325 +8%
ACI
406
Alpha Cubed Investments
California
$6.87M +$429K +3,637 +7%
CFS
407
Cannon Financial Strategists
Georgia
$6.8M +$228K +1,933 +3%
GC
408
Guggenheim Capital
Illinois
$6.8M +$150K +1,267 +2%
MNBTD
409
Moody National Bank Trust Division
Texas
$6.78M
LW
410
Linscomb Wealth
Texas
$6.77M +$236 +2 +0%
WAM
411
Wolverine Asset Management
Illinois
$6.75M +$4.43M +37,537 +191%
PWW
412
Pettyjohn Wood & White
Virginia
$6.67M +$339K +2,875 +5%
WA
413
Winfield Associates
Ohio
$6.65M -$3.66K -31 -0.1%
RWG
414
Regal Wealth Group
California
$6.63M +$288K +2,440 +5%
LSPW
415
Lake Street Private Wealth
Illinois
$6.6M +$92.9K +787 +1%
MBTD
416
Mechanics Bank - Trust Department
California
$6.59M +$416K +3,520 +7%
ST
417
Smithfield Trust
Pennsylvania
$6.56M +$664K +5,623 +11%
ISL
418
Ingalls & Snyder LLC
New York
$6.5M
WCM
419
Wunderlich Capital Managemnt
Tennessee
$6.48M +$256K +2,165 +4%
TFF
420
The Family Firm
Maryland
$6.48M +$29.6K +251 +0.5%
ANTB
421
AMG National Trust Bank
Colorado
$6.48M +$728K +6,165 +13%
RWB
422
RMR Wealth Builders
New Jersey
$6.45M +$5.43M +46,020 +534%
CCM
423
Context Capital Management
California
$6.45M
CPF
424
Context Partners Fund
California
$6.45M +$6.45M +54,600 New
FMWA
425
Forvis Mazars Wealth Advisors
Missouri
$6.42M +$443K +3,755 +7%