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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 %
SAM
701
Summit Asset Management
Tennessee
$1.76M +$788K +6,674 +81%
ML
702
McAdam LLC
Pennsylvania
$1.76M +$29.4K +249 +2%
ACM
703
AUA Capital Management
Pennsylvania
$1.73M +$176K +1,494 +11%
CST
704
Charles Schwab Trust
Nevada
$1.73M -$136K -1,152 -7%
KL
705
KWMG LLC
Kansas
$1.71M +$30.6K +259 +2%
PAS
706
Partnervest Advisory Services
California
$1.69M +$990K +8,383 +141%
BWP
707
Bernardo Wealth Planning
Pennsylvania
$1.68M +$355K +3,007 +27%
PR
708
Payden & Rygel
California
$1.67M
GFP
709
Gryphon Financial Partners
Ohio
$1.67M -$15.7K -133 -0.9%
USAA
710
United Services Automobile Association
Texas
$1.67M -$25.3M -213,912 -94%
MWC
711
MKD Wealth Coaches
Michigan
$1.66M +$1.66M +14,090 New
AP
712
Appleton Partners
Massachusetts
$1.66M -$8.15K -69 -0.5%
SAM
713
Strategy Asset Managers
California
$1.66M -$107K -905 -6%
CMO
714
Covenant Multifamily Offices
Texas
$1.65M +$139K +1,175 +9%
GP
715
Girard Partners
Pennsylvania
$1.65M -$104K -882 -6%
CWM
716
Cornerstone Wealth Management
Missouri
$1.64M +$1.06M +9,003 +185%
RAM
717
Riggs Asset Management
Pennsylvania
$1.62M +$58.7K +501 +4%
LFS
718
Lutz Financial Services
Nebraska
$1.62M -$117K -990 -7%
VSWA
719
Vontobel Swiss Wealth Advisors
Switzerland
$1.6M -$13K -110 -0.8%
EAMA
720
EFG Asset Management (Americas)
Florida
$1.6M +$126K +1,066 +9%
EIP
721
Ellis Investment Partners
Pennsylvania
$1.6M -$75.2K -637 -4%
FPS
722
Fieldpoint Private Securities
Connecticut
$1.6M
CW
723
CreativeOne Wealth
Kansas
$1.6M +$267K +2,258 +20%
HMS
724
Hanseatic Management Services
New Mexico
$1.58M -$949K -8,037 -38%
SCA
725
Snowden Capital Advisors
New York
$1.56M +$20.1K +170 +1%