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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
501
Sand Hill Global Advisors
California
$2.09M -$805K -7,224 -28%
VA
502
Valmark Advisers
Ohio
$2.09M +$293K +2,633 +16%
PCA
503
Personal Capital Advisors
California
$2.08M -$358K -3,213 -15%
IIC
504
Integrated Investment Consultants
Michigan
$2.08M +$183K +1,648 +10%
UWPG
505
Ullmann Wealth Partners Group
Florida
$2.08M +$668 +6 +0%
BFEC
506
Benjamin F. Edwards & Company
Missouri
$2.04M +$97.5K +876 +5%
ACP
507
Aviance Capital Partners
Florida
$2.04M -$147K -1,323 -7%
FNBOO
508
First National Bank of Omaha
Nebraska
$2.02M +$241K +2,165 +14%
WMA
509
Wealth Management Associates
New Jersey
$2.02M -$334 -3 -0%
HR
510
Hayden Royal
North Carolina
$2.01M +$401K +3,624 +25%
FWIA
511
Fort Washington Investment Advisors
Ohio
$1.99M +$1.99M +17,823 New
State Street
512
State Street
Massachusetts
$1.98M -$35K -314 -2%
TCM
513
Traynor Capital Management
Pennsylvania
$1.98M +$62.8K +565 +3%
TC
514
Telemus Capital
Michigan
$1.98M +$228K +2,030 +13%
HH
515
Hilltop Holdings
Texas
$1.97M +$93.8K +842 +5%
SMC
516
Smith, Moore & Co
Missouri
$1.96M -$18.6K -167 -0.9%
PPP
517
Private Portfolio Partners
New Jersey
$1.89M -$91.6K -823 -5%
MAM
518
Marquette Asset Management
Minnesota
$1.89M -$11.8K -106 -0.6%
WCM
519
Wealthcare Capital Management
Virginia
$1.85M -$181K -1,622 -9%
ACM
520
AUA Capital Management
Pennsylvania
$1.85M -$5.01K -45 -0.3%
KL
521
KWMG LLC
Kansas
$1.83M -$12.3K -110 -0.7%
TIM
522
Total Investment Management
Arizona
$1.83M +$111K +986 +6%
LWAC
523
Laurel Wealth Advisors (California)
California
$1.82M +$1.82M +16,351 New
LFS
524
Lutz Financial Services
Nebraska
$1.82M +$51.7K +464 +3%
FMWA
525
Forvis Mazars Wealth Advisors
Missouri
$1.8M -$2.98M -26,779 -62%
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