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iShares Core US Aggregate Bond ETF

1,295 hedge funds and large institutions have $61.3B invested in iShares Core US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 699 increasing their positions, 355 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,295
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
26.2%
Holding in Top 10
285
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.39%
% of All Funds
5.77%
New
96
Increased
699
Reduced
355
Closed
73
Calls
$74.4M
Puts
$99.9M
Net Calls
-$25.5M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
551
Hollencrest Capital Management
California
$3.51M +$346K +2,933 +11%
HAS
552
HBW Advisory Services
California
$3.5M -$1.23M -10,404 -26%
PCMK
553
Paragon Capital Management (Kansas)
Kansas
$3.5M +$42.6K +361 +1%
BSB
554
Bangor Savings Bank
Maine
$3.49M +$347K +2,944 +11%
FCBT
555
First Citizens Bank & Trust
North Carolina
$3.48M +$534K +4,522 +18%
MFG
556
Menard Financial Group
Texas
$3.47M +$1.43M +12,088 +70%
CPO
557
Cerity Partners OCIO
New York
$3.47M -$553K -4,683 -14%
ACA
558
Anchor Capital Advisors
Massachusetts
$3.46M -$127K -1,080 -4%
SMG
559
Smart Money Group
Texas
$3.45M +$3.19M +27,054 +1,233%
BAM
560
Belpointe Asset Management
Nevada
$3.43M +$2.37M +20,066 +224%
SFP
561
Shepherd Financial Partners
Massachusetts
$3.42M -$883K -7,481 -21%
Lido Advisors
562
Lido Advisors
California
$3.41M -$1.88M -15,895 -35%
HW
563
Hedeker Wealth
Illinois
$3.41M +$108K +917 +3%
WWM
564
Western Wealth Management
Colorado
$3.4M -$1.55M -13,113 -31%
DC
565
DeDora Capital
California
$3.4M +$17K +144 +0.5%
PWPCM
566
Perella Weinberg Partners Capital Management
New York
$3.4M +$1,000K +8,470 +42%
CCG
567
Cypress Capital Group
Florida
$3.37M -$35.8K -303 -1%
NFG
568
Next Financial Group
Texas
$3.35M +$484K +4,104 +17%
PFG
569
Pacific Financial Group
Washington
$3.34M -$52.2K -442 -2%
NI
570
NYL Investors
New York
$3.33M -$94.4K -800 -3%
APP
571
Avantax Planning Partners
Iowa
$3.31M -$32.1K -272 -1%
BB
572
Busey Bank
Illinois
$3.29M -$97.8K -828 -3%
TSW
573
Thompson Siegel & Walmsley
Virginia
$3.28M -$328K -2,782 -9%
AI
574
Atria Investments
North Carolina
$3.27M -$221K -1,873 -6%
CCM
575
Canal Capital Management
Virginia
$3.23M -$253K -2,144 -7%