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iShares Core US Aggregate Bond ETF

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
701
Breiter Capital Management
Florida
$1.22M +$1.22M +10,547 New
DBT
702
Dubuque Bank & Trust
Iowa
$1.18M +$1.18M +10,250 New
NCM
703
Northwest Capital Management
Oregon
$1.18M -$34.5K -299 -3%
EVM
704
Eaton Vance Management
Massachusetts
$1.18M +$127K +1,097 +12%
SAM
705
Summit Asset Management
Tennessee
$1.17M +$1.17M +10,150 New
ATC
706
Argent Trust Co
Tennessee
$1.17M +$376K +3,255 +47%
LFG
707
Larson Financial Group
Missouri
$1.17M -$266K -2,304 -19%
RTS
708
Round Table Services
New Jersey
$1.16M -$21.8K -189 -2%
MFG
709
Merit Financial Group
Georgia
$1.15M -$504K -4,371 -31%
DI
710
DAGCO Inc
Ohio
$1.15M +$145K +1,255 +14%
HB
711
Homrich & Berg
Georgia
$1.14M -$623K -5,404 -35%
MPW
712
MA Private Wealth
California
$1.14M +$1.14M +9,872 New
BG
713
Berry Group
Massachusetts
$1.13M -$9.69K -84 -0.9%
HA
714
HYA Advisors
Missouri
$1.13M +$518K +4,493 +85%
HWA
715
Heritage Wealth Advisors
Virginia
$1.12M -$6.69K -58 -0.6%
CI
716
Cambiar Investors
Colorado
$1.12M -$152K -1,316 -12%
BFC
717
Blue Fin Capital
Rhode Island
$1.12M +$18.8K +163 +2%
CFN
718
Cordasco Financial Network
Florida
$1.11M -$38.1K -330 -3%
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M -$3.37M -29,236 -75%
FNBOSM
720
First National Bank of South Miami
Florida
$1.11M -$332K -2,878 -23%
BIAS
721
Beacon Investment Advisory Services
New Jersey
$1.1M -$60.2K -522 -5%
MWM
722
McNaughton Wealth Management
California
$1.09M -$158K -1,367 -13%
WPA
723
West Paces Advisors
Georgia
$1.08M -$283K -2,454 -21%
CMO
724
Covenant Multifamily Offices
Texas
$1.08M +$320K +2,776 +42%
NWM
725
Northwest Wealth Management
Iowa
$1.08M +$561K +4,868 +109%