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iShares Core US Aggregate Bond ETF

761 hedge funds and large institutions have $38.9B invested in iShares Core US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 399 increasing their positions, 212 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+7
Holders Change %
+0.93%
% of All Funds
19%
Holding in Top 10
180
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.27%
% of All Funds
4.49%
New
57
Increased
399
Reduced
212
Closed
46
Calls
$1.21M
Puts
$482K
Net Calls
+$723K
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
CSM
501
CAMG Solamere Management
North Carolina
$868K
AL
502
Aspiriant LLC
California
$863K -$47.3K -432 -5%
SG
503
StoneX Group
New York
$861K +$861K +7,852 New
CI
504
Cambiar Investors
Colorado
$847K +$396K +3,610 +88%
CWM
505
Cranbrook Wealth Management
Michigan
$840K -$27.6K -252 -3%
TI
506
Truepoint Inc
Ohio
$839K -$1.9M -17,339 -69%
CM
507
Cornerstone Management
Georgia
$839K +$29.6K +270 +4%
BHBT
508
Burke & Herbert Bank & Trust
Virginia
$828K -$14.8K -135 -2%
TF
509
Tompkins Financial
New York
$828K +$34.3K +313 +4%
SWA
510
SFMG Wealth Advisors
Texas
$824K -$136K -1,243 -14%
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$823K -$245K -2,230 -23%
NFG
512
NewFocus Financial Group
Washington
$813K +$52.2K +476 +7%
SHWM
513
Smith & Howard Wealth Management
Georgia
$809K -$64.7K -590 -7%
WP
514
WealthPLAN Partners
Nebraska
$808K +$808K +7,376 New
OBWP
515
O'Brien Wealth Partners
Massachusetts
$798K -$163K -1,491 -17%
FIM
516
Freedom Investment Management
Connecticut
$794K +$18.3K +167 +2%
ST
517
Smithfield Trust
Pennsylvania
$786K
JCM
518
Janney Capital Management
Pennsylvania
$773K +$773K +7,062 New
SDWMA
519
Schneider Downs Wealth Management Advisors
Pennsylvania
$754K +$131K +1,194 +21%
WWM
520
Willingdon Wealth Management
North Carolina
$746K +$169K +1,547 +29%
HCA
521
Harbour Capital Advisors
Virginia
$742K -$88.2K -805 -11%
PG
522
Patten Group
Tennessee
$739K +$19.9K +182 +3%
JRP
523
Jasper Ridge Partners
California
$731K +$523K +4,778 +252%
EAMA
524
EFG Asset Management (Americas)
Florida
$728K -$385K -3,509 -35%
WS
525
Wedbush Securities
California
$720K +$6.91K +63 +1%