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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 %
LMIM
51
Lockheed Martin Investment Management
Maryland
$109M +$12.8M +115,000 +13%
TC
52
Toews Corporation
New Jersey
$104M -$295K -2,650 -0.3%
SBL
53
Sargent Bickham Lagudis
Colorado
$103M +$17.5M +156,838 +20%
SWM
54
SigFig Wealth Management
California
$99.7M +$12M +107,870 +14%
UCFA
55
United Capital Financial Advisors
Texas
$94.9M +$51.4M +461,713 +118%
EA
56
Efficient Advisors
Ohio
$94.2M -$319K -2,869 -0.3%
MFM
57
MD Financial Management
Ontario, Canada
$93.9M -$19.7M -176,771 -17%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$93.4M – – –
Stifel Financial
59
Stifel Financial
Missouri
$88.1M -$33.1M -297,317 -27%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$87.9M +$4.83M +43,374 +6%
MIM
61
MetLife Investment Management
New Jersey
$87.7M -$3.41M -30,584 -4%
CWM
62
Cahaba Wealth Management
Georgia
$86.8M +$5.85M +52,574 +7%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$86.7M +$62.7M +563,059 +261%
CS
64
Credit Suisse
Switzerland
$85.5M -$30.3M -272,425 -26%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$85.1M +$6.1M +54,761 +8%
Mariner
66
Mariner
Kansas
$85.1M +$15.4M +138,045 +22%
AssetMark Inc
67
AssetMark Inc
California
$84.9M +$30.7M +275,724 +57%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$82.4M +$3.01M +27,026 +4%
SFA
69
Sequoia Financial Advisors
Ohio
$77.5M +$15.4M +138,207 +25%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$76.9M – – –
CHP
71
Cable Hill Partners
Oregon
$76.1M +$2.26M +20,290 +3%
HHGA
72
Halbert Hargrove Global Advisors
California
$75M +$75M +673,945 New
CWM
73
Campbell Wealth Management
Virginia
$74.5M +$4.93M +44,258 +7%
MBT
74
Monroe Bank & Trust
Michigan
$71.6M +$8.53M +76,635 +14%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$70.3M +$16.2M +145,095 +30%
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