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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PA
751
Paracle Advisors
Washington
$1.34M +$133K +1,126 +11%
RCP
752
Rothschild Capital Partners
New York
$1.33M
FIB
753
First Interstate Bank
Montana
$1.33M +$192K +1,624 +17%
DI
754
Disciplined Investments
Oklahoma
$1.33M +$5.79K +49 +0.4%
RWP
755
RWA Wealth Partners
Massachusetts
$1.32M -$1.25M -10,625 -49%
HB
756
Homrich & Berg
Georgia
$1.31M +$157K +1,329 +14%
AWM
757
Avior Wealth Management
Nebraska
$1.31M -$183K -1,551 -12%
BCM
758
BTC Capital Management
Iowa
$1.3M
LFG
759
Larson Financial Group
Missouri
$1.3M -$34.6K -293 -3%
VWM
760
Vigilare Wealth Management
Arizona
$1.29M +$205K +1,735 +19%
AIA
761
Arbor Investment Advisors
North Carolina
$1.28M +$505K +4,281 +66%
NFG
762
NewFocus Financial Group
Washington
$1.27M +$55.5K +470 +5%
MWM
763
Meridian Wealth Management
Kentucky
$1.26M +$905K +7,671 +258%
NWM
764
Northwest Wealth Management
Iowa
$1.25M +$149K +1,263 +14%
SFA
765
Stewardship Financial Advisors
Georgia
$1.25M +$477K +4,039 +62%
CIA
766
Choate Investment Advisors
Massachusetts
$1.24M +$227K +1,922 +22%
PFGIA
767
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$88.7K +751 +8%
Bank Julius Baer & Co
768
Bank Julius Baer & Co
Switzerland
$1.24M +$805K +6,818 +186%
BCM
769
Bowie Capital Management
Texas
$1.24M +$1.24M +10,460 New
RTS
770
Round Table Services
New Jersey
$1.22M +$2.01K +17 +0.2%
WWM
771
Windsor Wealth Management
Indiana
$1.22M +$538K +4,572 +78%
FC
772
Financial Consulate
Maryland
$1.22M
BG
773
Berry Group
Massachusetts
$1.21M +$24.3K +206 +2%
DBRC
774
D.B. Root & Company
Pennsylvania
$1.21M -$2.07M -17,502 -63%
CNC
775
Canandaigua National Corp
New York
$1.21M +$1.21M +10,277 New