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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
451
FAS Wealth Partners
Kansas
$4.39M -$159K -1,374 -3%
DWM
452
Dakota Wealth Management
Florida
$4.31M +$159K +1,382 +4%
KLCM
453
KG&L Capital Management
Louisiana
$4.25M -$148K -1,281 -3%
CANC
454
Culbertson A N & Co
Virginia
$4.25M +$374K +3,241 +10%
OAM
455
Oppenheimer Asset Management
New York
$4.24M +$427K +3,697 +11%
GWMIA
456
Global Wealth Management Investment Advisory
Florida
$4.24M -$1M -8,671 -19%
RTC
457
Riverview Trust Company
Washington
$4.22M
JHCP
458
Jackson Hole Capital Partners
Oklahoma
$4.22M +$767K +6,652 +22%
IA
459
IFP Advisors
Florida
$4.21M -$3.48M -30,240 -45%
Man Group
460
Man Group
United Kingdom
$4.2M -$19.9M -172,678 -83%
IFAM
461
Institutional & Family Asset Management
Colorado
$4.16M -$182K -1,578 -4%
AMG
462
Asset Management Group
Connecticut
$4.14M -$6.58K -57 -0.2%
BAM
463
Baldrige Asset Management
Pennsylvania
$4.12M +$371K +3,217 +10%
SFP
464
Shepherd Financial Partners
Massachusetts
$4.09M +$183K +1,583 +5%
AP
465
Advisors Preferred
Maryland
$4.07M +$2.66M +23,043 +188%
CAM
466
Crestone Asset Management
Colorado
$4M
WP
467
WealthSource Partners
California
$3.99M -$2.34M -20,296 -37%
AIA
468
Alera Investment Advisors
Illinois
$3.99M +$1.61M +11,211 +68%
TI
469
Tidal Investments
Wisconsin
$3.98M -$225K -1,951 -5%
MHR
470
Matthew Hamilton Rosenberg
$3.97M +$3.97M +34,389 New
ZCM
471
Ziegler Capital Management
Illinois
$3.94M +$3.94M +34,148 New
TPWA
472
TRUE Private Wealth Advisors
Oregon
$3.9M -$269K -2,331 -6%
BPC
473
Banque Pictet & Cie
Switzerland
$3.89M -$1.32M -11,400 -25%
FFA
474
Fragasso Financial Advisors
Pennsylvania
$3.82M -$65.9K -571 -2%
Luther King Capital Management (LKCM)
475
Luther King Capital Management (LKCM)
Texas
$3.8M -$3.53M