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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 %
CANC
501
Culbertson A N & Co
Virginia
$4.43M +$80.6K +683 +2%
CWA
502
Clarus Wealth Advisors
Arizona
$4.43M +$1.67M +14,189 +60%
NL
503
NWAM LLC
Washington
$4.42M -$2.14M -18,127 -33%
SWA
504
Stratos Wealth Advisors
Ohio
$4.41M +$3.88M +32,830 +727%
SCM
505
Smith Capital Management
Arkansas
$4.4M +$168K +1,420 +4%
IFAM
506
Institutional & Family Asset Management
Colorado
$4.4M +$191K +1,619 +5%
BCM
507
Brookstone Capital Management
Illinois
$4.37M -$81.9K -694 -2%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$4.35M +$108K +912 +3%
SW
509
SteelPeak Wealth
California
$4.34M +$737K +6,239 +20%
VWA
510
V Wealth Advisors
Kansas
$4.33M -$1.63M -13,837 -27%
KLCM
511
KG&L Capital Management
Louisiana
$4.32M -$17.5K -148 -0.4%
Luther King Capital Management (LKCM)
512
Luther King Capital Management (LKCM)
Texas
$4.32M -$4.02M
SG
513
StoneX Group
New York
$4.31M +$845K +7,157 +24%
YIA
514
YHB Investment Advisors
Connecticut
$4.3M +$4.3M +36,418 New
PIMG
515
Patriot Investment Management Group
Tennessee
$4.29M +$1.74M +14,709 +68%
CCT
516
Country Club Trust
Missouri
$4.28M +$4.28M +36,223 New
AMG
517
Asset Management Group
Connecticut
$4.27M +$14.9K +126 +0.3%
QCM
518
Quest Capital Management
Texas
$4.26M -$14K -119 -0.3%
GI
519
Glovista Investments
New Jersey
$4.25M +$4.25M +35,981 New
EPM
520
Elm Partners Management
Pennsylvania
$4.24M -$504K -4,269 -11%
OFG
521
Omega Financial Group
California
$4.22M +$143K +1,215 +4%
BAM
522
Baldrige Asset Management
Pennsylvania
$4.21M +$68.7K +582 +2%
MWM
523
Mattern Wealth Management
Kansas
$4.18M +$3.69M +31,245 +753%
AP
524
Advisors Preferred
Maryland
$4.18M +$1.49M +12,598 +55%
PFA
525
Pure Financial Advisors
California
$4.15M +$1.99M +16,879 +92%