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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
701
Empirical Wealth Management
Washington
$604K -$24.3K -218 -4%
IP
702
Intellectus Partners
California
$604K -$8.92K -80 -1%
RIA
703
Realta Investment Advisors
Delaware
$603K +$260K +2,345 +76%
DAM
704
Delta Asset Management
Tennessee
$598K +$6.12K +55 +1%
CIR
705
Clear Investment Research
Georgia
$597K -$877K -7,872 -60%
SFG
706
StrategIQ Financial Group
Indiana
$595K +$50.7K +456 +9%
KCM
707
Karp Capital Management
California
$591K +$82.3K +740 +16%
EWF
708
Epstein & White Financial
California
$587K +$124K +1,111 +27%
SP
709
Successful Portfolios
Florida
$583K -$71.4K -641 -11%
FIM
710
Freedom Investment Management
Connecticut
$578K -$5.4M -48,487 -90%
SFS
711
Summit Financial Strategies
Ohio
$576K +$18.5K +166 +3%
JF
712
JSF Financial
California
$570K +$570K +5,117 New
AFIA
713
America First Investment Advisors
Nebraska
$566K – – –
CAM
714
Cidel Asset Management
Ontario, Canada
$564K +$44.6K +400 +9%
TSS
715
Two Sigma Securities
New York
$563K -$999K -8,965 -64%
CB
716
Chemical Bank
Michigan
$562K +$64.3K +578 +13%
CAM
717
Concorde Asset Management
Michigan
$560K +$63K +566 +13%
ONB
718
Old National Bancorp
Indiana
$558K -$11.5K -103 -2%
CC
719
Claybrook Capital
Massachusetts
$557K +$557K +5,000 New
TNB
720
Thomasville National Bank
Georgia
$555K -$73.5K -660 -12%
AIM
721
Axiom Investment Management
New York
$555K +$32.5K +292 +6%
SIA
722
Starfire Investment Advisers
Michigan
$543K -$50.3K -452 -8%
AIS
723
American Investment Services
Massachusetts
$539K +$20.6K +185 +4%
CIC
724
Carnegie Investment Counsel
Ohio
$539K +$186K +1,668 +53%
BCM
725
Brookmont Capital Management
Texas
$538K +$780 +7 +0.1%
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