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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 %
WMA
576
Wealth Management Associates
New Jersey
$2.41M +$42.3K +367 +2%
KA
577
Kovack Advisors
Florida
$2.39M +$21.2K +184 +0.9%
WWM
578
Western Wealth Management
Colorado
$2.36M -$7.07M -61,225 -75%
COI
579
Connable Office Inc
Michigan
$2.35M +$2.35M +20,324 New
PWPCM
580
Perella Weinberg Partners Capital Management
New York
$2.34M -$822K -7,126 -26%
CWA
581
Clarus Wealth Advisors
Arizona
$2.33M +$247K +2,146 +12%
GW
582
GW & Wade
Massachusetts
$2.33M +$368K +3,188 +19%
FHC
583
First Heartland Consultants
Missouri
$2.33M -$479K -4,154 -17%
VA
584
Valmark Advisers
Ohio
$2.32M +$222K +1,923 +11%
Lido Advisors
585
Lido Advisors
California
$2.31M -$539K -4,673 -19%
CMBA
586
C.M. Bidwell & Associates
Hawaii
$2.29M +$329K +2,855 +17%
TCM
587
Tradewinds Capital Management
Washington
$2.27M +$2.25M +19,482 +10,646%
TC
588
Telemus Capital
Michigan
$2.26M -$7.98M -67,790 -78%
KPW
589
Kore Private Wealth
New York
$2.25M – – –
PCM
590
Penserra Capital Management
California
$2.23M +$2.23M +19,170 New
BWA
591
BDO Wealth Advisors
Florida
$2.23M -$828K -7,173 -27%
AIM
592
Allen Investment Management
New York
$2.22M +$2.22M +19,240 New
BIA
593
Bigelow Investment Advisors
Maine
$2.22M +$8.19K +71 +0.4%
CC
594
Cedar Capital
Illinois
$2.17M -$2.14M -18,561 -50%
FCBT
595
First Citizens Bank & Trust
North Carolina
$2.16M -$235K -2,040 -10%
State Street
596
State Street
Massachusetts
$2.16M -$3.58K -31 -0.2%
JSL
597
JT Stratford LLC
Georgia
$2.15M -$448K -3,887 -17%
ACM
598
Advisors Capital Management
New Jersey
$2.14M +$2.14M +18,552 New
DAS
599
Dynamic Advisor Solutions
Arizona
$2.13M -$266K -2,303 -11%
DPI
600
Diversified Portfolios Inc
Michigan
$2.11M -$64.3K -557 -3%
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