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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
676
Stockman Wealth Management
Montana
$836K +$45.3K +400 +6%
SCM
677
Stordahl Capital Management
Colorado
$835K -$3.74K -33 -0.4%
TRCT
678
Tower Research Capital (TRC)
New York
$831K -$2.07M -18,291 -71%
MFG
679
Merit Financial Group
Georgia
$831K +$831K +7,342 New
BI
680
Ballast Inc
Kentucky
$826K -$3.39K -30 -0.4%
AWMG
681
Alliance Wealth Management Group
New Jersey
$821K +$148K +1,312 +22%
GCA
682
Gradient Capital Advisors
California
$819K – – –
TFGT
683
TS Financial Group (TSFG)
Illinois
$807K +$28.9K +255 +4%
SBA
684
Secrest Blakey & Associates
North Carolina
$806K +$71K +627 +10%
RFA
685
Reilly Financial Advisors
California
$805K +$165K +1,460 +26%
EIP
686
Ellis Investment Partners
Pennsylvania
$801K +$13.3K +118 +2%
CFS
687
Cannon Financial Strategists
Georgia
$795K +$795K +7,026 New
NS
688
NewDay Solutions
New Hampshire
$794K -$26.5K -235 -3%
CIA
689
Capital Investment Advisors
Georgia
$787K +$122K +1,080 +18%
PWM
690
Paulson Wealth Management
Illinois
$784K +$226 +2 +0%
PA
691
Pinnacle Associates
New York
$767K -$37K -327 -5%
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$766K -$12.9K -114 -2%
AIA
693
Avalon Investment & Advisory
Texas
$766K +$1.47K +13 +0.2%
ATC
694
Argent Trust Co
Tennessee
$758K +$52.6K +465 +7%
SLWS
695
Swaine & Leidel Wealth Services
Florida
$753K +$261K +2,310 +53%
MPW
696
MA Private Wealth
California
$741K -$22.6K -200 -3%
VFA
697
Valeo Financial Advisors
Indiana
$740K +$85.8K +758 +13%
RWM
698
RKL Wealth Management
Pennsylvania
$736K -$241K -2,125 -25%
DFA
699
Delta Financial Advisors
Louisiana
$732K +$1.58K +14 +0.2%
CWP
700
Capital Wealth Planning
Florida
$729K +$48.8K +433 +7%
26 27
28
29 30