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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.38B
2
AA
2
Acorns Advisers
California
$425M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
4
Bank of America
North Carolina
$2.8B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.43B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.78B
2
Charles Schwab
2
Charles Schwab
California
$397M
3
TC
3
Toews Corporation
New Jersey
$0
4
CWM
4
CIBC World Markets
New York
$0
5
Jane Street
5
Jane Street
New York
$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$167M +$83.2M +704,708 +99%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$165M +$6.5M +55,079 +4%
KeyBank National Association
53
KeyBank National Association
Ohio
$152M +$2.06M +17,467 +1%
PAMU
54
Pictet Asset Management (UK)
United Kingdom
$146M +$32.3M +273,700 +28%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$141M +$9.73M +82,403 +7%
WCM
56
Windham Capital Management
Massachusetts
$136M +$118M +997,533 +649%
SBL
57
Sargent Bickham Lagudis
Colorado
$136M +$25.5M +215,972 +23%
Allianz Asset Management
58
Allianz Asset Management
Germany
$134M +$15.4M +130,406 +13%
AWMS
59
Advocacy Wealth Management Services
Georgia
$129M +$35.3M +298,789 +38%
SFA
60
Sequoia Financial Advisors
Ohio
$125M +$13.7M +115,946 +12%
AWS
61
AJ Wealth Strategies
New York
$123M -$4.15M -35,175 -3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$118M +$19.8M +167,848 +20%
LS
63
Liquid Strategies
Georgia
$117M +$18.8M +159,279 +19%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$115M +$5.65M +47,885 +5%
CWM
65
Campbell Wealth Management
Virginia
$113M +$1.26M +10,678 +1%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$111M +$6.52M +55,186 +6%
EA
67
Efficient Advisors
Ohio
$109M -$835K -7,074 -0.8%
CCWA
68
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$107M +$2.2M +18,673 +2%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$106M +$66.5M +563,458 +168%
CWM
70
Cahaba Wealth Management
Georgia
$105M +$4.65M +39,349 +5%
WCM
71
Wealthcare Capital Management
Virginia
$103M +$2.93M +24,807 +3%
CS
72
Credit Suisse
Switzerland
$99.6M +$12.2M +103,502 +14%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$99.4M -$19.2M -162,410 -16%
AIMCA
74
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$97.5M +$97.5M +826,000 New
MA
75
MCF Advisors
Kentucky
$96.6M +$4.98M +42,178 +5%
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