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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 %
SCM
476
Smith Capital Management
Arkansas
$3.8M +$3.04M +26,316 +398%
PG
477
Prostatis Group
Maryland
$3.8M -$718K -6,224 -16%
OFG
478
Omega Financial Group
California
$3.78M +$1.28M +11,076 +51%
SIAM
479
Sterling Investment Advisors (Missouri)
Missouri
$3.77M +$808 +7 +0%
HT
480
Hefren-Tillotson
Pennsylvania
$3.76M +$199K +1,719 +6%
SC
481
Savant Capital
Illinois
$3.74M +$52.1K +452 +1%
C
482
Clearshares
New York
$3.73M -$1.17M -10,183 -24%
AAM
483
Autus Asset Management
Arizona
$3.72M -$166K -1,435 -4%
SAMC
484
Spectrum Asset Management (Connecticut)
Connecticut
$3.65M +$3.65M +31,672 New
CI
485
CX Institutional
Indiana
$3.64M +$2.1M +18,227 +137%
NI
486
NYL Investors
New York
$3.63M +$300K +2,600 +9%
EP
487
Eudaimonia Partners
Tennessee
$3.61M +$1.11M +9,633 +45%
OWA
488
Outlook Wealth Advisors
Texas
$3.6M +$3.6M +31,156 New
FFS
489
Founders Financial Securities
Maryland
$3.57M -$7.1M -61,521 -67%
PV
490
Private Vista
Illinois
$3.54M +$2.54M +21,978 +254%
ATFA
491
All Terrain Financial Advisors
Minnesota
$3.53M +$2.22M +19,238 +169%
TSW
492
Thompson Siegel & Walmsley
Virginia
$3.53M -$204K -1,768 -5%
NEGWA
493
New England Guild Wealth Advisors
Connecticut
$3.52M +$467K +4,049 +15%
RCIM
494
Red Cedar Investment Management
Michigan
$3.52M -$18.2M -157,499 -84%
MGIA
495
Moneta Group Investment Advisors
Missouri
$3.52M +$110K +956 +3%
FCMT
496
Founders Capital Management (Texas)
Texas
$3.51M +$223K +1,930 +7%
GVAG
497
Great Valley Advisor Group
Delaware
$3.49M -$302K -2,617 -8%
AWM
498
Atticus Wealth Management
Florida
$3.43M -$343K -2,970 -9%
APP
499
Avantax Planning Partners
Iowa
$3.4M -$328K -2,847 -9%
PCMK
500
Paragon Capital Management (Kansas)
Kansas
$3.37M -$159K -1,374 -4%
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