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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 %
APWM
576
Atlas Private Wealth Management
New York
$3.23M +$562K +4,759 +21%
FHA
577
Flagship Harbor Advisors
Massachusetts
$3.23M +$165K +1,401 +5%
LFAS
578
Level Four Advisory Services
Texas
$3.21M -$1.39M -11,811 -30%
RWA
579
Redhawk Wealth Advisors
Minnesota
$3.21M +$1.58M +13,402 +97%
VanEck Associates
580
VanEck Associates
New York
$3.2M -$9.41M -79,742 -75%
SWRP
581
Summit Wealth & Retirement Planning
California
$3.18M +$133K +1,126 +4%
JFGIW
582
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.17M +$425K +3,599 +16%
XSC
583
X-Square Capital
Puerto Rico
$3.16M +$3.16M +26,783 New
KBFS
584
Kohmann Bosshard Financial Services
Ohio
$3.14M -$110K -932 -3%
SIA
585
Strategic Investment Advisors
Michigan
$3.14M +$63.1K +534 +2%
VA
586
Valmark Advisers
Ohio
$3.13M +$587K +4,974 +23%
JIR
587
James Investment Research
Ohio
$3.12M -$135K -1,140 -4%
NB
588
Northwest Bancshares
Pennsylvania
$3.12M -$59.3K -502 -2%
BFA
589
Beaumont Financial Advisors
Massachusetts
$3.12M +$479K +4,060 +18%
ACM
590
AlphaStar Capital Management
North Carolina
$3.12M +$131K +1,111 +4%
OWA
591
Outlook Wealth Advisors
Texas
$3.11M -$246K -2,082 -7%
CS
592
Comerica Securities
Michigan
$3.11M +$8.86K +75 +0.3%
TWM
593
Tolleson Wealth Management
Texas
$3.1M +$240K +2,029 +8%
BS
594
Banco Santander
Spain
$3.1M
TCM
595
Traynor Capital Management
Pennsylvania
$3.07M +$314K +2,671 +11%
CWA
596
Core Wealth Advisors
Florida
$3.06M +$821K +6,955 +37%
BFIC
597
Bedell Frazier Investment Counselling
California
$3.04M +$2.37M +20,095 +353%
RA
598
RFG Advisory
Alabama
$3.03M +$1.36M +11,488 +81%
CCP
599
Corient Capital Partners
California
$3.01M +$863K +7,305 +40%
TA
600
Townsend & Associates
Colorado
$2.98M +$739K +6,281 +33%