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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.38B
2
AA
2
Acorns Advisers
California
$425M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
4
Bank of America
North Carolina
$2.8B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.43B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.78B
2
Charles Schwab
2
Charles Schwab
California
$397M
3
TC
3
Toews Corporation
New Jersey
$0
4
CWM
4
CIBC World Markets
New York
$0
5
Jane Street
5
Jane Street
New York
$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
ETrade Capital Management
Virginia
$405M +$101M +853,860 +33%
Charles Schwab
27
Charles Schwab
California
$397M -$221M -1,867,968 -36%
TF
28
TIAA FSB
Florida
$388M +$20M +169,688 +5%
WI
29
WealthNavi Inc
Japan
$361M +$63.6M +538,528 +21%
Stifel Financial
30
Stifel Financial
Missouri
$341M +$45.4M +384,602 +15%
Truist Financial
31
Truist Financial
North Carolina
$315M +$1.88M +15,896 +0.6%
SG Americas Securities
32
SG Americas Securities
New York
$269M +$97.8M +828,184 +57%
SOMRS
33
State of Michigan Retirement System
Michigan
$262M +$87.6M +742,300 +50%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$258M +$72.7M +616,012 +39%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$251M +$52.6M +445,592 +27%
VIA
36
Vantagepoint Investment Advisers
District of Columbia
$247M -$11.4M -96,465 -4%
AAS
37
Avantax Advisory Services
Texas
$247M +$59.3M +502,546 +32%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$244M +$8.85M +74,956 +4%
Members Trust
39
Members Trust
Florida
$243M +$4.61M +39,050 +2%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$234M +$47M +397,965 +25%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$233M +$82.1M +695,588 +54%
Mariner
42
Mariner
Kansas
$230M +$43.4M +367,854 +23%
BL
43
Balentine LLC
Georgia
$200M +$20.6M +174,844 +12%
SWM
44
SigFig Wealth Management
California
$197M +$28.7M +243,123 +17%
Franklin Resources
45
Franklin Resources
California
$185M -$86M -728,764 -32%
DADC
46
D.A. Davidson & Co
Montana
$184M +$17.5M +148,487 +11%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$179M +$39.4M +333,532 +28%
DWM
48
Destination Wealth Management
California
$179M +$11.2M +95,016 +7%
Toronto Dominion Bank
49
Toronto Dominion Bank
Ontario, Canada
$177M -$47.2M -400,000 -21%
LMIM
50
Lockheed Martin Investment Management
Maryland
$171M +$24.8M +210,000 +17%
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