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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 %
WCG
451
Weaver Consulting Group
California
$5.5M -$118K -1,001 -2%
HI
452
Hendershot Investments
Virginia
$5.5M +$5.5M +46,540 New
Renaissance Technologies
453
Renaissance Technologies
New York
$5.47M -$6.78M -57,400 -55%
ECM
454
Exchange Capital Management
Michigan
$5.45M +$1.16M +9,851 +27%
Comerica Bank
455
Comerica Bank
Texas
$5.44M +$478K +4,073 +10%
GRP
456
Global Retirement Partners
California
$5.4M -$278K -2,357 -5%
RSWM
457
Robertson Stephens Wealth Management
California
$5.4M -$139K -1,178 -3%
9WM
458
9258 Wealth Management
Ohio
$5.38M +$2.12M +18,125 +65%
GVAG
459
Great Valley Advisor Group
Delaware
$5.36M +$357K +3,029 +7%
OCM
460
One Capital Management
California
$5.34M -$120K -1,020 -2%
TCBWMS
461
Texas Capital Bank Wealth Management Services
Texas
$5.33M -$188K -1,589 -3%
MCG
462
MACRO Consulting Group
New Jersey
$5.31M +$5.31M +45,279 New
PG
463
Prostatis Group
Maryland
$5.3M +$3.77M +31,932 +246%
FNBT
464
FineMark National Bank & Trust
Florida
$5.28M +$101K +858 +2%
HI
465
Hudock Inc
Pennsylvania
$5.27M +$221K +1,876 +4%
T. Rowe Price Associates
466
T. Rowe Price Associates
Maryland
$5.17M -$1.49M -12,657 -22%
BRWA
467
B. Riley Wealth Advisors
Florida
$5.16M +$364K +3,078 +8%
JHCP
468
Jackson Hole Capital Partners
Oklahoma
$5.11M +$57.1K +484 +1%
WHG
469
Westwood Holdings Group
Texas
$5.03M -$2.68M -22,666 -35%
NEGWA
470
New England Guild Wealth Advisors
Connecticut
$4.94M +$516K +4,367 +12%
AT
471
Arden Trust
Delaware
$4.93M -$2.77M -23,483 -36%
LOPW
472
Live Oak Private Wealth
North Carolina
$4.93M +$1.98M +16,764 +67%
PFT
473
Providence First Trust
Arizona
$4.92M -$1.16M -9,821 -19%
MLFP
474
MPS Loria Financial Planners
Illinois
$4.92M +$276K +2,335 +6%
1SB
475
1ST Source Bank
Indiana
$4.9M +$158K +1,338 +3%