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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$122M +$7.68M +66,567 +7%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$121M +$7.8M +67,632 +7%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$121M +$3.74M +32,431 +3%
Nisa Investment Advisors
54
Nisa Investment Advisors
Missouri
$115M +$531K +4,600 +0.5%
CWM
55
CIBC World Markets
New York
$115M +$115M +1,000,000 New
Bank of Nova Scotia
56
Bank of Nova Scotia
Ontario, Canada
$107M -$81.1M -703,222 -43%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$107M -$3.52M -30,518 -3%
SFA
58
Sequoia Financial Advisors
Ohio
$106M +$4.26M +36,904 +4%
CWM
59
Campbell Wealth Management
Virginia
$105M +$24.2M +209,659 +30%
MFM
60
MD Financial Management
Ontario, Canada
$101M +$25M +216,726 +33%
EA
61
Efficient Advisors
Ohio
$100M -$2.04M -17,696 -2%
AWS
62
AJ Wealth Strategies
New York
$100M +$1M +8,710 +1%
SBL
63
Sargent Bickham Lagudis
Colorado
$98.8M -$15.7M -136,185 -14%
CWM
64
Cahaba Wealth Management
Georgia
$97.8M +$955K +8,274 +1%
AF
65
Allworth Financial
California
$93.8M +$41.1M +355,865 +78%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$93.4M
Fidelity Investments
67
Fidelity Investments
Massachusetts
$89.7M +$7.34M +63,649 +9%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$89.3M +$6.53M +56,560 +8%
LS
69
Liquid Strategies
Georgia
$86.7M +$43.7M +378,477 +102%
CHP
70
Cable Hill Partners
Oregon
$86M -$1.44M -12,458 -2%
GC
71
Grimes & Company
Massachusetts
$84.8M +$74M +641,660 +689%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$80.8M +$1.12M +9,673 +1%
HHGA
73
Halbert Hargrove Global Advisors
California
$80.8M +$482K +4,175 +0.6%
Victory Capital Management
74
Victory Capital Management
Texas
$78.1M +$63M +545,705 +417%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$77.4M +$404K +3,500 +0.5%