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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 %
DI
476
DAGCO Inc
Ohio
$5.45M +$991K +8,702 +22%
TCBWMS
477
Texas Capital Bank Wealth Management Services
Texas
$5.42M +$364K +3,200 +7%
HNB
478
Huntington National Bank
Ohio
$5.38M -$6.01M
MCM
479
Monument Capital Management
Virginia
$5.38M +$2.94M +25,810 +120%
SIA
480
Soltis Investment Advisors
Utah
$5.37M -$1.05M -9,258 -16%
CPIG
481
Chicago Partners Investment Group
Illinois
$5.36M -$2.54M -22,114 -32%
WA
482
Winfield Associates
Ohio
$5.34M -$851K -7,480 -14%
ATC
483
Adirondack Trust Company
New York
$5.33M +$499K +4,385 +10%
PWP
484
Personal Wealth Partners
Minnesota
$5.32M -$2.89M -25,369 -35%
BFPW
485
BOK Financial Private Wealth
Colorado
$5.24M -$1.79M -15,753 -26%
RA
486
RFG Advisory
Alabama
$5.21M +$569K +4,996 +12%
COF
487
Capital One Financial
Virginia
$5.19M +$2.48M +21,817 +92%
LNWTC
488
Laird Norton Wetherby Trust Company
Washington
$5.15M -$516K -4,367 -9%
LSPW
489
Lake Street Private Wealth
Illinois
$5.13M -$1.68M -14,763 -25%
JHCP
490
Jackson Hole Capital Partners
Oklahoma
$5.1M +$164K +1,442 +3%
Luther King Capital Management (LKCM)
491
Luther King Capital Management (LKCM)
Texas
$5.1M -$4.74M
1SB
492
1ST Source Bank
Indiana
$5.09M -$577K -5,068 -10%
HWA
493
Hillcrest Wealth Advisors
New Jersey
$5.09M +$419K +3,685 +9%
OAM
494
Oppenheimer Asset Management
New York
$5.08M +$528K +4,635 +12%
FNBT
495
FineMark National Bank & Trust
Florida
$5.03M -$158K -1,389 -3%
1CP
496
1607 Capital Partners
Virginia
$4.99M +$4.99M +43,800 New
EK
497
Evensky & Katz
Florida
$4.96M -$270K -2,372 -5%
SSW
498
Smith Shellnut Wilson
Mississippi
$4.96M
AP
499
Advisors Preferred
Maryland
$4.95M +$420K +3,681 +9%
OCM
500
One Capital Management
California
$4.9M -$25.7K -226 -0.5%