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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 %
RWRC
476
R.W. Roge & Company
New York
$4.9M +$63.9K +542 +1%
PCWA
477
Pacific Capital Wealth Advisors
California
$4.88M -$247K -2,096 -5%
GWMIA
478
Global Wealth Management Investment Advisory
Florida
$4.88M +$202K +1,709 +4%
DWM
479
Dakota Wealth Management
Florida
$4.87M -$118K -1,001 -2%
WP
480
WealthSource Partners
California
$4.86M -$213K -1,806 -4%
SB
481
Strategic Blueprint
Georgia
$4.86M -$418K -3,539 -8%
CC
482
Cedar Capital
Illinois
$4.84M +$2.5M +21,187 +107%
GIA
483
Gladstone Institutional Advisory
Florida
$4.79M -$884K -7,487 -16%
EWA
484
Exencial Wealth Advisors
Oklahoma
$4.78M +$3.54M +29,969 +284%
CI
485
CX Institutional
Indiana
$4.78M +$615K +5,208 +15%
PI
486
PFS Investments
Georgia
$4.74M +$654K +5,539 +16%
WEPOG
487
Wealth Enhancement & Preservation of GA
Georgia
$4.72M +$1.93M +16,386 +69%
EP
488
Eudaimonia Partners
Tennessee
$4.71M +$1.43M +12,131 +44%
HWA
489
Hillcrest Wealth Advisors
New Jersey
$4.69M +$136K +1,150 +3%
HIC
490
Holderness Investments Company
North Carolina
$4.66M +$3.36M +28,486 +259%
TFCP
491
Twin Focus Capital Partners
Massachusetts
$4.64M +$236 +2 +0%
SBSB
492
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.63M +$4.15M +35,150 +874%
FA
493
Fortis Advisors
Pennsylvania
$4.61M -$285K -2,412 -6%
DAS
494
Dynamic Advisor Solutions
Arizona
$4.57M +$1.59M +13,431 +53%
PCMC
495
Paragon Capital Management (Colorado)
Colorado
$4.55M -$209K -1,770 -4%
OAM
496
Oppenheimer Asset Management
New York
$4.55M +$132K +1,122 +3%
BBVA
497
Banco Bilbao Vizcaya Argentaria
Spain
$4.55M +$883K +7,479 +24%
NRI
498
NFP Retirement Inc
California
$4.52M -$4.12M -34,927 -48%
APWA
499
Atlas Private Wealth Advisors
New Jersey
$4.51M +$342K +2,895 +8%
EK
500
Evensky & Katz
Florida
$4.46M +$2.36M +19,973 +112%