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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
751
Davenport & Co
Virginia
$950K +$255K +2,214 +37%
MW
752
Marcum Wealth
Ohio
$942K +$104K +902 +12%
FFBTD
753
First Financial Bank - Trust Division
Ohio
$931K -$31.9K -277 -3%
PP
754
PDS Planning
Ohio
$914K +$7.39K +64 +0.8%
EWM
755
Empirical Wealth Management
Washington
$910K +$34K +295 +4%
BSW
756
Buckingham Strategic Wealth
Missouri
$905K +$507K +4,398 +127%
SWM
757
Stockman Wealth Management
Montana
$903K +$40.4K +350 +5%
WA
758
Wealth Alliance
New York
$900K +$900K +7,797 New
AWMG
759
Alliance Wealth Management Group
New Jersey
$895K +$53.4K +462 +6%
BAM
760
Belpointe Asset Management
Nevada
$894K +$216K +1,875 +32%
MAS
761
Madden Advisory Services
Florida
$893K +$893K +7,743 New
NDSI
762
Newman Dignan & Sheerar Inc
Rhode Island
$882K +$65.8K +561 +8%
IA
763
IndexIQ Advisors
New York
$875K -$643K -5,575 -42%
IAIM
764
International Assets Investment Management
Florida
$874K +$874K +7,575 New
BRWM
765
B. Riley Wealth Management
Tennessee
$872K +$321K +2,781 +58%
Kayne Anderson Rudnick Investment Management
766
Kayne Anderson Rudnick Investment Management
California
$861K -$828K -7,183 -49%
WI
767
Wintrust Investments
Illinois
$860K +$486K +4,210 +130%
MWM
768
Mattern Wealth Management
Kansas
$853K -$922K -7,989 -52%
SCM
769
Stordahl Capital Management
Colorado
$839K -$7.25K -63 -0.9%
TNB
770
TCF National Bank
South Dakota
$836K +$190K +1,647 +29%
CWP
771
Capital Wealth Planning
Florida
$834K -$59.3K -514 -7%
RSWM
772
Robertson Stephens Wealth Management
California
$834K +$237K +2,052 +40%
TRCT
773
Tower Research Capital (TRC)
New York
$827K -$947K -8,213 -53%
CFG
774
Citizens Financial Group
Rhode Island
$826K -$222K -1,921 -21%
VFA
775
Valeo Financial Advisors
Indiana
$823K -$92.1K -786 -10%
29 30
31
32 33