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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 %
BWA
626
BDO Wealth Advisors
Florida
$2.49M +$173K +1,469 +8%
SFPM
627
Sensible Financial Planning & Management
Massachusetts
$2.48M -$118K -997 -5%
BP
628
Ballentine Partners
Massachusetts
$2.48M -$394K -3,336 -14%
CAM
629
Chandler Asset Management
California
$2.47M
PTC
630
Private Trust Company
Ohio
$2.46M +$143K +1,213 +6%
SS
631
Sunbelt Securities
Texas
$2.45M +$688K +5,827 +39%
RCIM
632
Red Cedar Investment Management
Michigan
$2.44M -$1.11M -9,427 -31%
WMA
633
Wealth Management Associates
New Jersey
$2.43M -$32.9K -279 -1%
WA
634
Wealth Alliance
New York
$2.38M -$19.2K -163 -0.8%
BWA
635
Beam Wealth Advisors
Louisiana
$2.37M +$227K +1,921 +11%
KPW
636
Kore Private Wealth
New York
$2.37M +$59.3K +502 +3%
DCM
637
Donaldson Capital Management
Indiana
$2.35M -$242K -2,046 -9%
SMC
638
Smith, Moore & Co
Missouri
$2.35M -$43.7K -370 -2%
AIA
639
Affinity Investment Advisors
California
$2.35M -$401K -3,400 -15%
PCA
640
Providence Capital Advisors
North Carolina
$2.33M +$81.9K +694 +4%
MHR
641
Matthew Hamilton Rosenberg
$2.33M -$254K -2,155 -10%
AIA
642
Alera Investment Advisors
Illinois
$2.32M -$1.29M -10,944 -36%
PG
643
Patten Group
Tennessee
$2.32M +$113K +959 +5%
BJL
644
Brighton Jones LLC
Washington
$2.31M +$566K +4,793 +32%
MCM
645
Monument Capital Management
Virginia
$2.31M +$402K +3,408 +21%
LHC
646
Little House Capital
Massachusetts
$2.3M +$138K +1,171 +6%
SVWAG
647
Sound View Wealth Advisors Group
Georgia
$2.3M +$745K +6,310 +48%
TIM
648
Total Investment Management
Arizona
$2.29M +$171K +1,458 +8%
BA
649
Ballast Advisors
Minnesota
$2.29M +$740K +6,268 +48%
CAAS
650
Capital Asset Advisory Services
Michigan
$2.28M -$724K -6,129 -24%