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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 %
MBTD
401
Mechanics Bank - Trust Department
California
$7.94M +$442K +3,885 +6%
EIA
402
Eldridge Investment Advisors
New Hampshire
$7.93M -$342K -3,004 -4%
CA
403
Calton & Associates
Florida
$7.89M -$4.08M -35,864 -34%
NL
404
NEPC LLC
Massachusetts
$7.8M +$7.8M +68,500 New
COI
405
Connable Office Inc
Michigan
$7.7M +$460K +4,041 +6%
CWP
406
Corepath Wealth Partners
Arizona
$7.62M -$398K -3,483 -5%
FHC
407
First Horizon Corporation
Tennessee
$7.57M +$1.41M +12,400 +23%
LSAG
408
Lake Street Advisors Group
New Hampshire
$7.52M -$370K -3,246 -5%
MAS
409
Madden Advisory Services
Florida
$7.49M +$164K +1,443 +2%
PT
410
Plimoth Trust
Massachusetts
$7.47M +$257K +2,259 +4%
LMIM
411
Lockheed Martin Investment Management
Maryland
$7.4M +$5.12M +45,000 +225%
PCA
412
Peddock Capital Advisors
Massachusetts
$7.39M +$409K +3,589 +6%
WFA
413
West Financial Advisors
Iowa
$7.32M -$130K -1,138 -2%
CM
414
Columbus Macro
Pennsylvania
$7.29M +$264K +2,316 +4%
9WM
415
9258 Wealth Management
Ohio
$7.27M +$1.43M +12,522 +24%
BA
416
Ballew Advisors
Mississippi
$7.25M +$3.49M +30,606 +93%
SP
417
Sarasin & Partners
United Kingdom
$7.24M +$200K +1,754 +3%
AFP
418
Ausdal Financial Partners
Iowa
$7.23M +$1.35M +11,852 +23%
FFA
419
First Foundation Advisors
California
$7.2M -$1.26M -11,105 -15%
SIA
420
Sovereign Investment Advisors
Arizona
$7.19M +$22.3K +196 +0.3%
BWG
421
Beta Wealth Group
California
$7.14M +$441K +3,872 +7%
DL
422
DOHJ LLC
Washington
$7.09M -$360K -3,164 -5%
PCA
423
Personal Capital Advisors
California
$6.9M +$4.49M +39,486 +187%
ACM
424
Anfield Capital Management
California
$6.86M +$1.37M +12,031 +25%
MPPLM
425
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.85M -$7.07M -61,301 -51%