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iShares Core US Aggregate Bond ETF

761 hedge funds and large institutions have $38.9B invested in iShares Core US Aggregate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 399 increasing their positions, 212 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+7
Holders Change %
+0.93%
% of All Funds
19%
Holding in Top 10
180
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.27%
% of All Funds
4.49%
New
57
Increased
399
Reduced
212
Closed
46
Calls
$1.21M
Puts
$482K
Net Calls
+$723K
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
551
Lenox Wealth Advisors
New York
$590K -$7.23K -66 -1%
BOTW
552
Bank of the West
California
$589K -$222K -2,021 -27%
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$580K
FA
554
Fagan Associates
New York
$580K +$65.8K +601 +13%
SFSG
555
Stearns Financial Services Group
North Carolina
$579K +$579K +5,281 New
OCG
556
Opus Capital Group
Ohio
$578K +$328 +3 +0.1%
BC
557
Burney Company
Virginia
$569K +$314K +2,863 +123%
BAM
558
Brave Asset Management
New Jersey
$562K -$839K -7,652 -60%
SA
559
SL Advisors
New Jersey
$561K
SCM
560
Stellar Capital Management
Arizona
$558K -$49.3K -450 -8%
BCM
561
Brookmont Capital Management
Texas
$550K -$1.97K -18 -0.4%
CAM
562
Cidel Asset Management
Ontario, Canada
$550K
SCG
563
Sonata Capital Group
Washington
$550K
RA
564
RFG Advisory
Alabama
$528K +$83.5K +762 +19%
CWM
565
Cornerstone Wealth Management
Missouri
$523K -$549K -5,007 -51%
AFP
566
Ausdal Financial Partners
Iowa
$523K -$69.7K -636 -12%
PGFC
567
Peapack-Gladstone Financial Corp
New Jersey
$512K +$109K +998 +27%
GWM
568
Greenwich Wealth Management
Connecticut
$508K +$8.21K +75 +2%
SFSIG
569
San Francisco Sentry Investment Group
California
$508K +$381K +3,481 +301%
VA
570
Valmark Advisers
Ohio
$507K +$56.8K +518 +13%
AT
571
Arden Trust
Delaware
$496K -$700K -6,383 -59%
BWAM
572
Boyd Watterson Asset Management
Ohio
$492K
GT
573
Greenleaf Trust
Michigan
$489K -$21.9K -200 -4%
TIM
574
Tortoise Investment Management
New York
$488K +$106K +970 +28%
AWA
575
Artemis Wealth Advisors
New York
$484K +$78.9K +720 +19%