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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 %
CCA
526
Cobblestone Capital Advisors
New York
$1.79M -$82K -736 -4%
DWM
527
Dakota Wealth Management
Florida
$1.79M +$165K +1,480 +10%
PI
528
PineBridge Investments
New York
$1.77M -$11.1K -100 -0.6%
FT
529
Fiduciary Trust
Massachusetts
$1.77M +$66.8K +600 +4%
BIAS
530
Beacon Investment Advisory Services
New Jersey
$1.77M -$892K -8,012 -34%
VSWA
531
Vontobel Swiss Wealth Advisors
Switzerland
$1.77M +$1.77M +15,900 New
VCA
532
Verdence Capital Advisors
Maryland
$1.77M +$1.77M +15,881 New
KA
533
Kovack Advisors
Florida
$1.75M +$110K +992 +7%
CWM
534
Confluence Wealth Management
Oregon
$1.74M +$53.8K +483 +3%
BRWA
535
B. Riley Wealth Advisors
Florida
$1.74M +$145K +1,305 +9%
TWM
536
Tolleson Wealth Management
Texas
$1.72M -$547K -4,913 -24%
HB
537
Homrich & Berg
Georgia
$1.72M -$135K -1,210 -7%
PAS
538
Partnervest Advisory Services
California
$1.69M +$748K +6,718 +79%
KWMG
539
King Wealth Management Group
Florida
$1.69M +$52K +467 +3%
VWA
540
V Wealth Advisors
Kansas
$1.69M +$524K +4,719 +45%
DC
541
Davenport & Co
Virginia
$1.68M +$1.32M +11,855 +368%
PAM
542
Peak Asset Management
Colorado
$1.67M -$175K -1,573 -10%
EW
543
Emerson Wealth
Michigan
$1.66M +$1.58M +79,112 +1,979%
NFP
544
Narus Financial Partners
Utah
$1.66M +$1.66M +14,866 New
NEPWA
545
New England Private Wealth Advisors
Massachusetts
$1.64M +$11.8K +106 +0.7%
EK
546
Evensky & Katz
Florida
$1.63M -$37.5K -337 -2%
SFG
547
SNS Financial Group
Minnesota
$1.63M -$11.7K -105 -0.7%
HFP
548
Holistic Financial Partners
Indiana
$1.62M -$632K -5,676 -28%
RA
549
Rational Advisors
New York
$1.61M -$104K -936 -6%
SSWM
550
Sheets Smith Wealth Management
North Carolina
$1.6M +$65.6K +589 +4%
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