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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 %
FAIM
451
Financial Advocates Investment Management
Washington
$6.2M -$583K -5,120 -9%
IA
452
IFG Advisory
Georgia
$6.17M -$751K -6,598 -11%
ECM
453
Exchange Capital Management
Michigan
$6.13M +$926K +8,132 +18%
AL
454
Aspiriant LLC
California
$6.08M +$22.4K +197 +0.4%
SFA
455
Source Financial Advisors
New York
$6.05M +$114 +1 +0%
VA
456
Valmark Advisers
Ohio
$6.05M +$1.49M +13,083 +33%
PFA
457
Pure Financial Advisors
California
$6.01M +$2.07M +18,195 +53%
MC
458
Minot Capital
Colorado
$5.99M
NL
459
NWAM LLC
Washington
$5.95M +$978K +8,593 +20%
KA
460
Kovack Advisors
Florida
$5.87M +$1.77M +15,535 +43%
MCC
461
Money Concepts Capital
Florida
$5.81M -$7.83M -68,777 -57%
BC
462
Barnett & Company
Tennessee
$5.73M +$72.9K +640 +1%
SA
463
Shilanski & Associates
Alaska
$5.72M -$6.97M -61,271 -55%
RFO
464
RiverGlades Family Offices
Florida
$5.7M -$97K -852 -2%
RCIM
465
Red Cedar Investment Management
Michigan
$5.67M +$3.2M +28,138 +130%
RWB
466
RMR Wealth Builders
New Jersey
$5.66M +$3.42M +30,029 +152%
CFGF
467
Compass Financial Group (Florida)
Florida
$5.6M +$5.6M +49,207 New
AWA
468
Arete Wealth Advisors
Illinois
$5.6M +$2.75M +24,139 +96%
Comerica Bank
469
Comerica Bank
Texas
$5.58M -$1.78M -15,541 -24%
PWPCM
470
Perella Weinberg Partners Capital Management
New York
$5.57M +$634K +5,568 +13%
OWM
471
Orgel Wealth Management
Wisconsin
$5.52M +$123K +1,082 +2%
GIA
472
Gladstone Institutional Advisory
Florida
$5.52M +$1.25M +10,996 +29%
GWMIA
473
Global Wealth Management Investment Advisory
Florida
$5.49M +$617K +5,418 +13%
IWP
474
IAG Wealth Partners
Wisconsin
$5.49M -$558K -4,901 -9%
FMWA
475
Forvis Mazars Wealth Advisors
Missouri
$5.45M -$591K -5,188 -10%