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iShares Core US Aggregate Bond ETF

1,441 hedge funds and large institutions have $65.5B invested in iShares Core US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 608 increasing their positions, 564 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,441
Holders Change
-6
Holders Change %
-0.41%
% of All Funds
25.37%
Holding in Top 10
273
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-7.14%
% of All Funds
4.81%
New
117
Increased
608
Reduced
564
Closed
110
Calls
$41.8M
Puts
$8.73M
Net Calls
+$33.1M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Shares
Change %
ONB
526
Old National Bancorp
Indiana
$4.43M -$3.68M -32,356 -45%
CWA
527
Centennial Wealth Advisory
Michigan
$4.41M -$2.13M -18,672 -33%
SWRP
528
Summit Wealth & Retirement Planning
California
$4.41M +$1.17M +10,236 +36%
BAM
529
Belpointe Asset Management
Nevada
$4.38M -$56.7K -498 -1%
CCP
530
Corient Capital Partners
California
$4.38M +$626K +5,500 +17%
HCM
531
Hollencrest Capital Management
California
$4.37M +$291K +2,553 +7%
CWA
532
Canvas Wealth Advisors
Kansas
$4.34M +$4.34M +38,038 New
WHG
533
Westwood Holdings Group
Texas
$4.34M +$105K +926 +2%
HA
534
HYA Advisors
Missouri
$4.3M +$217K +1,904 +5%
MM
535
Main Management
California
$4.3M -$4.87M -42,783 -53%
CAWM
536
Capital Advisors Wealth Management
Washington
$4.3M +$4.3M +37,750 New
ATFA
537
All Terrain Financial Advisors
Minnesota
$4.29M +$293K +2,575 +7%
SIAM
538
Sterling Investment Advisors (Missouri)
Missouri
$4.29M +$400K +3,510 +10%
SW
539
StrongBox Wealth
Missouri
$4.19M +$53.7K +472 +1%
ACM
540
AlphaStar Capital Management
North Carolina
$4.18M +$589K +5,178 +16%
DWM
541
Dakota Wealth Management
Florida
$4.16M -$832K -7,310 -17%
KLCM
542
KG&L Capital Management
Louisiana
$4.15M -$1.02K -9 -0%
HI
543
Hendershot Investments
Virginia
$4.14M -$470K -4,125 -10%
GRP
544
Global Retirement Partners
California
$4.12M -$593K -5,210 -13%
AMG
545
Asset Management Group
Connecticut
$4.11M -$8.99K -79 -0.2%
EP
546
Eudaimonia Partners
Tennessee
$4.09M -$251K -2,201 -6%
CANC
547
Culbertson A N & Co
Virginia
$4.09M -$255K -2,240 -6%
MLFP
548
MPS Loria Financial Planners
Illinois
$4.07M -$906K -7,961 -18%
MIAN
549
Mariner Independent Advisor Network
Kansas
$4.04M -$440K -3,867 -10%
NEGWA
550
New England Guild Wealth Advisors
Connecticut
$4.02M -$500K -4,392 -11%