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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
501
Smith Shellnut Wilson
Mississippi
$2.41M -$302K -2,672 -11%
Squarepoint
502
Squarepoint
New York
$2.4M -$115K -1,019 -5%
BRWA
503
B. Riley Wealth Advisors
Florida
$2.4M +$635K +5,606 +36%
FHC
504
First Heartland Consultants
Missouri
$2.39M +$124K +1,098 +5%
PA
505
PFG Advisors
Arizona
$2.39M -$955K -8,418 -29%
CAM
506
Chandler Asset Management
California
$2.37M +$1.37M +12,117 +138%
PCP
507
Proficio Capital Partners
Massachusetts
$2.36M +$2.36M +20,847 +104,235%
OFG
508
Omega Financial Group
California
$2.36M -$54.1K -478 -2%
DCM
509
Donaldson Capital Management
Indiana
$2.3M +$2.3M +20,303 New
PAMG
510
Patton Albertson Miller Group
Tennessee
$2.3M -$1.15M -10,124 -33%
WMA
511
Wealth Management Associates
New Jersey
$2.29M +$246K +2,174 +12%
SI
512
Stephens Inc
Arkansas
$2.29M -$40.4K -357 -2%
CWM
513
CCG Wealth Management
California
$2.29M -$141K -1,248 -6%
MG
514
Mather Group
Illinois
$2.24M -$376K -3,325 -14%
LWAC
515
Laurel Wealth Advisors (California)
California
$2.21M +$359K +3,175 +19%
KPW
516
Kore Private Wealth
New York
$2.21M +$2.21M +19,528 New
IIC
517
Integrated Investment Consultants
Michigan
$2.2M +$86.7K +766 +4%
VA
518
Valmark Advisers
Ohio
$2.2M +$74.1K +655 +3%
DPI
519
Diversified Portfolios Inc
Michigan
$2.17M -$36.7K -324 -2%
CIBC Asset Management
520
CIBC Asset Management
Ontario, Canada
$2.16M +$2.16M +19,125 New
RA
521
Rational Advisors
New York
$2.16M +$518K +4,578 +32%
BIA
522
Bigelow Investment Advisors
Maine
$2.14M +$7.92K +70 +0.4%
ML
523
McAdam LLC
Pennsylvania
$2.13M -$36.1K -319 -2%
WPSG
524
Wealth & Pension Services Group
Georgia
$2.11M -$55.8K -493 -3%
LSPW
525
Lake Street Private Wealth
Illinois
$2.11M +$2.11M +18,650 New
19 20
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