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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 %
UB
601
UMB Bank
Missouri
$2.97M
TCM
602
Tradewinds Capital Management
Washington
$2.95M -$25M -211,426 -89%
DI
603
DAGCO Inc
Ohio
$2.95M +$2.95M +24,957 New
AWA
604
Arete Wealth Advisors
Illinois
$2.94M +$774K +6,563 +36%
SI
605
Stephens Inc
Arkansas
$2.93M -$778K -6,590 -21%
CAN
606
Claraphi Advisory Network
United States
$2.9M -$1.73M -14,669 -37%
SCA
607
STALEY CAPITAL ADVISERS
Pennsylvania
$2.83M
CMBA
608
C.M. Bidwell & Associates
Hawaii
$2.81M +$448K +3,797 +19%
BBA
609
Braun-Bostich & Associates
Pennsylvania
$2.79M +$2.69M +22,782 +2,799%
FA
610
Fagan Associates
New York
$2.75M -$45.3K -384 -2%
First Trust Advisors
611
First Trust Advisors
Illinois
$2.74M -$7.53M -63,787 -73%
EW
612
Evoke Wealth
California
$2.74M
DWM
613
Darwin Wealth Management
Florida
$2.69M -$3.46M -29,326 -56%
SWM
614
SVA Wealth Management
Wisconsin
$2.69M +$22.9K +194 +0.9%
MCM
615
Makena Capital Management
California
$2.66M -$146K -1,234 -5%
CAM
616
Crestone Asset Management
Colorado
$2.66M
FAM
617
Flaharty Asset Management
Florida
$2.64M +$2.35M +19,887 +796%
TFA
618
Tobias Financial Advisors
Florida
$2.61M +$9.33K +79 +0.4%
NCM
619
New Capital Management
Texas
$2.61M +$1.9M +16,078 +269%
GBT
620
Grove Bank & Trust
Florida
$2.59M +$198K +1,681 +8%
TC
621
Telemus Capital
Michigan
$2.56M +$381K +3,228 +17%
WS
622
Wedbush Securities
California
$2.56M +$38.5K +326 +2%
HSA
623
HBK Sorce Advisory
Pennsylvania
$2.5M -$2.26M -19,123 -47%
PFM
624
Parsec Financial Management
North Carolina
$2.5M -$121K -1,021 -5%
WTC
625
WhitTier Trust Company
Nevada
$2.49M +$774K +6,555 +45%