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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 %
TC
726
TownSquare Capital
Utah
$534K +$69.4K +620 +15%
LJAC
727
L.J. Altfest & Co
New York
$530K +$668 +6 +0.1%
BWAM
728
Boyd Watterson Asset Management
Ohio
$527K -$10.4M -93,110 -95%
TC
729
Trust Company
Kansas
$527K -$210K -1,885 -28%
WPC
730
White Pine Capital
Minnesota
$524K -$73.4K -660 -12%
CWM
731
Cranbrook Wealth Management
Michigan
$524K – – –
SDWMA
732
Schneider Downs Wealth Management Advisors
Pennsylvania
$520K -$157K -1,412 -23%
MIA
733
MainStreet Investment Advisors
Illinois
$504K +$504K +4,526 New
KF
734
Krilogy Financial
Missouri
$502K +$1.89K +17 +0.4%
NCM
735
Northwest Capital Management
Oregon
$500K -$24.5K -220 -5%
WCM
736
Windham Capital Management
Massachusetts
$500K +$1.78K +16 +0.4%
BCA
737
Bay Colony Advisors
Massachusetts
$497K +$6.34K +57 +1%
SCA
738
Stillwater Capital Advisors
Pennsylvania
$494K +$66.8K +600 +16%
PAM
739
Premier Asset Management
Illinois
$494K +$494K +4,444 New
CAW
740
Cornerstone Advisors (Washington)
Washington
$493K +$3.57K +32 +0.7%
Brown Advisory
741
Brown Advisory
Maryland
$492K +$1.45K +13 +0.3%
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$489K +$206K +1,853 +73%
SC
743
Slow Capital
California
$488K -$785K -7,049 -62%
F
744
Filament
Washington
$486K – – –
SLWS
745
Swaine & Leidel Wealth Services
Florida
$483K -$484K -4,349 -50%
DWM
746
Doyle Wealth Management
Florida
$483K -$66.7K -599 -12%
SAMC
747
Spectrum Asset Management (Connecticut)
Connecticut
$482K -$87.4K -785 -15%
Rockefeller Capital Management
748
Rockefeller Capital Management
New York
$479K +$70.5K +633 +17%
LIM
749
Leavell Investment Management
Alabama
$461K +$138K +1,238 +43%
CDIA
750
Capital Directions Investment Advisors
Georgia
$458K -$66.8K -600 -13%
28 29
30
31 32