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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
426
Boys Arnold & Co
North Carolina
$5.24M +$225K +1,950 +4%
MLFP
427
MPS Loria Financial Planners
Illinois
$5.21M +$1.27K +11 +0%
RC
428
Roundview Capital
New Jersey
$5.15M +$3.09M +26,805 +151%
LSPW
429
Lake Street Private Wealth
Illinois
$5.04M +$2.78M +24,111 +123%
SSW
430
Smith Shellnut Wilson
Mississippi
$5.02M +$2.56M +22,230 +105%
CPO
431
Cerity Partners OCIO
New York
$4.99M -$1.98M -17,131 -28%
GC
432
Garde Capital
Washington
$4.86M -$229K -1,982 -4%
PA
433
Planning Alternatives
Michigan
$4.86M -$762K -6,606 -14%
HI
434
Hudock Inc
Pennsylvania
$4.84M -$130K -1,124 -3%
PCWA
435
Pacific Capital Wealth Advisors
California
$4.81M -$5.01M -43,443 -51%
EPM
436
Elm Partners Management
Pennsylvania
$4.79M -$2.56M -22,161 -35%
I
437
IberiaBank
Louisiana
$4.79M +$680K +5,894 +17%
ST
438
Smithfield Trust
Pennsylvania
$4.77M +$573K +4,967 +14%
QCM
439
Quest Capital Management
Texas
$4.7M -$75.3K -653 -2%
ECM
440
Exchange Capital Management
Michigan
$4.65M +$77.5K +672 +2%
SSWM
441
Smith Salley Wealth Management
North Carolina
$4.63M -$288K -2,495 -6%
1SB
442
1ST Source Bank
Indiana
$4.61M +$251K +2,175 +6%
GRP
443
Global Retirement Partners
California
$4.58M +$1.59M +13,784 +53%
TFCP
444
Twin Focus Capital Partners
Massachusetts
$4.48M -$403K -3,496 -8%
DL
445
DOHJ LLC
Washington
$4.45M +$798K +6,917 +22%
HAS
446
HBW Advisory Services
California
$4.43M -$141K -1,220 -3%
VWA
447
V Wealth Advisors
Kansas
$4.43M +$1.9M +16,502 +75%
HWA
448
Hillcrest Wealth Advisors
New Jersey
$4.43M -$193K -1,675 -4%
MSAGDF
449
Moneda SA Administradora General de Fondos
Chile
$4.42M +$2.41M +20,863 +119%
BRWA
450
B. Riley Wealth Advisors
Florida
$4.42M +$1.23M +10,635 +38%
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