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iShares Core US Aggregate Bond ETF

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
526
Hollencrest Capital Management
California
$2.9M -$103K -895 -3%
PTC
527
Private Trust Company
Ohio
$2.9M -$270K -2,339 -9%
NFG
528
Next Financial Group
Texas
$2.9M -$219K -1,901 -7%
WS
529
Wedbush Securities
California
$2.89M +$74.9K +649 +3%
BSB
530
Bangor Savings Bank
Maine
$2.89M +$161K +1,393 +6%
SSG
531
Summit Securities Group
New York
$2.88M -$577K -5,000 -17%
PFT
532
Providence First Trust
Arizona
$2.86M -$2.95M -25,571 -51%
FFA
533
First Foundation Advisors
California
$2.83M -$4.29M -37,224 -60%
SWRP
534
Summit Wealth & Retirement Planning
California
$2.82M -$191K -1,658 -6%
UB
535
UMB Bank
Missouri
$2.8M -$124K -1,071 -4%
AFP
536
Ausdal Financial Partners
Iowa
$2.79M +$805K +6,872 +40%
PWA
537
Physician Wealth Advisors
Utah
$2.77M -$283K -2,413 -9%
SCA
538
STALEY CAPITAL ADVISERS
Pennsylvania
$2.77M
IDA
539
Intelligence Driven Advisers
California
$2.76M -$35.9M -311,076 -93%
PI
540
PFS Investments
Georgia
$2.76M -$5.37M -46,553 -66%
ACM
541
AlphaStar Capital Management
North Carolina
$2.75M -$1.32M -11,248 -32%
PFM
542
Parsec Financial Management
North Carolina
$2.74M +$2.74M +23,765 New
FA
543
Fagan Associates
New York
$2.74M -$62.2K -539 -2%
BP
544
Ballentine Partners
Massachusetts
$2.72M -$203K -1,758 -7%
EC
545
Estate Counselors
Wisconsin
$2.69M +$23.1K +200 +0.9%
AIA
546
Affinity Investment Advisors
California
$2.69M
PA
547
PFG Advisors
Arizona
$2.66M +$218K +1,859 +9%
SWM
548
SVA Wealth Management
Wisconsin
$2.63M -$358K -3,106 -12%
SFPM
549
Sensible Financial Planning & Management
Massachusetts
$2.62M -$1.12M -9,688 -30%
SIGI
550
Susquehanna International Group (Ireland)
Ireland
$2.57M +$2.57M +22,309 New