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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
551
StrongBox Wealth
Missouri
$2.56M +$2.56M +22,176 New
BWM
552
BerganKDV Wealth Management
Minnesota
$2.55M -$896K -7,768 -26%
DCM
553
Donaldson Capital Management
Indiana
$2.55M -$79.4K -688 -3%
9WM
554
9258 Wealth Management
Ohio
$2.54M +$1.24M +10,584 +95%
FAAM
555
First Ascent Asset Management
Colorado
$2.53M -$54.1K -469 -2%
FHA
556
Flagship Harbor Advisors
Massachusetts
$2.53M +$29.3K +254 +1%
PP
557
PagnatoKarp Partners
Virginia
$2.52M +$135K +1,172 +6%
PIMG
558
Patriot Investment Management Group
Tennessee
$2.51M – – –
IWM
559
IHT Wealth Management
Illinois
$2.51M +$448K +3,884 +22%
OPS
560
Orion Portfolio Solutions
Nebraska
$2.5M -$25.6M -221,630 -91%
CS
561
Comerica Securities
Michigan
$2.5M -$1.96M -16,957 -44%
Wolverine Trading
562
Wolverine Trading
Illinois
$2.49M +$2.49M +21,539 New
TWM
563
Tolleson Wealth Management
Texas
$2.48M +$306K +2,650 +14%
TCM
564
Traynor Capital Management
Pennsylvania
$2.48M -$2.65K -23 -0.1%
TL
565
TrueWealth LLC
Georgia
$2.46M +$1.48M +12,854 +151%
MCM
566
Makena Capital Management
California
$2.46M -$890K -7,716 -27%
LWAC
567
Laurel Wealth Advisors (California)
California
$2.46M -$91.5K -793 -4%
APW
568
Aurora Private Wealth
New Jersey
$2.45M +$761K +6,595 +45%
BFA
569
Beaumont Financial Advisors
Massachusetts
$2.45M -$1.02M -8,883 -30%
CAM
570
Cresset Asset Management
Illinois
$2.44M -$301K -2,611 -11%
CCM
571
Canal Capital Management
Virginia
$2.43M -$886K -7,677 -27%
SI
572
Stephens Inc
Arkansas
$2.43M +$2.54K +22 +0.1%
CCG
573
Cypress Capital Group
Florida
$2.42M -$738K -6,396 -23%
PI
574
PineBridge Investments
New York
$2.42M +$369K +3,200 +18%
CAM
575
Chandler Asset Management
California
$2.41M – – –
21 22
23
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