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iShares Core US Aggregate Bond ETF

754 hedge funds and large institutions have $36.4B invested in iShares Core US Aggregate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 349 increasing their positions, 246 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+10
Holders Change %
+1.34%
% of All Funds
18.83%
Holding in Top 10
176
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.02%
% of All Funds
4.39%
New
62
Increased
349
Reduced
246
Closed
43
Calls
$405K
Puts
$1.57M
Net Calls
-$1.16M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
601
Shufro Rose & Co
New York
$368K
SFS
602
Summit Financial Strategies
Ohio
$363K +$19.7K +180 +6%
NB
603
NBT Bank
New York
$356K -$15.4K -141 -4%
CFA
604
Carroll Financial Associates
North Carolina
$354K +$875 +8 +0.2%
CB
605
Chemical Bank
Michigan
$349K +$13.4K +122 +4%
GKWIM
606
Gerber Kawasaki Wealth & Investment Management
California
$349K +$349K +3,204 New
Lido Advisors
607
Lido Advisors
California
$347K +$12.6K +115 +4%
LC
608
LCNB Corp
Ohio
$338K -$15.3K -140 -4%
HWA
609
Heritage Wealth Advisors
Virginia
$337K -$39.3K -360 -10%
SSB
610
Sandy Spring Bank
Maryland
$334K -$16.4K -150 -5%
FNT
611
First National Trust
Pennsylvania
$334K +$44.9K +410 +16%
WA
612
Wealth Architects
California
$326K -$49.7K -455 -13%
CC
613
Cadinha & Co
Hawaii
$323K
MWM
614
Meridian Wealth Management
Kentucky
$316K +$7.88K +72 +3%
BJ
615
Brouwer & Janachowski
California
$312K -$5.47K -50 -2%
CIC
616
Carnegie Investment Counsel
Ohio
$312K
SSWM
617
Sheets Smith Wealth Management
North Carolina
$309K -$733K -6,699 -70%
MWM
618
Mission Wealth Management
California
$306K +$30.9K +282 +11%
MCIA
619
Mountain Capital Investment Advisors
Colorado
$305K +$305K +2,789 New
CBU
620
CIBC Bank USA
Illinois
$301K +$7.23K +66 +2%
RFA
621
Reilly Financial Advisors
California
$301K +$10.6K +97 +4%
WHG
622
Westwood Holdings Group
Texas
$298K +$298K +2,720 New
TC
623
Telemus Capital
Michigan
$296K -$180K -1,642 -38%
JIP
624
Jaffetilchin Investment Partners
Florida
$295K -$68.1K -621 -19%
GLRA
625
Gerald L. Ray & Associates
Texas
$292K