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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 %
RFA
776
Reilly Financial Advisors
California
$823K +$923 +8 +0.1%
B
777
Bailard
California
$821K -$9.28M -80,447 -92%
NFG
778
NewFocus Financial Group
Washington
$820K +$50.1K +434 +7%
RWM
779
RKL Wealth Management
Pennsylvania
$816K +$74.3K +644 +10%
Koshinski Asset Management
780
Koshinski Asset Management
Illinois
$812K -$344K -2,982 -30%
AIS
781
American Investment Services
Massachusetts
$811K +$16.2K +140 +2%
FCA
782
FinTrust Capital Advisors
South Carolina
$809K -$68.2K -591 -8%
LWM
783
Lionsbridge Wealth Management
Florida
$801K -$22.7K -197 -3%
AIA
784
Avalon Investment & Advisory
Texas
$801K +$9.46K +82 +1%
BWAM
785
Boyd Watterson Asset Management
Ohio
$801K +$255K +2,210 +47%
AIA
786
Angeles Investment Advisors
California
$796K -$1.18M -10,190 -60%
FTUS
787
Flow Traders U.S.
New York
$794K +$794K +6,886 New
SCA
788
Sage Capital Advisors
South Dakota
$791K +$791K +6,859 New
WFA
789
Wellspring Financial Advisors
Ohio
$789K +$789K +6,837 New
SP
790
Successful Portfolios
Florida
$776K +$87.3K +756 +13%
PFP
791
Pinnacle Financial Partners
Tennessee
$765K +$26.7K +231 +4%
NCM
792
New Capital Management
Texas
$763K -$3.46K -30 -0.5%
SCA
793
Stillwater Capital Advisors
Pennsylvania
$755K +$219K +1,900 +41%
RWA
794
River Wealth Advisors
Pennsylvania
$753K +$248K +2,148 +49%
ANBT
795
American National Bank & Trust
Texas
$746K +$31.6K +274 +4%
IFWM
796
Institute for Wealth Management
Colorado
$746K +$62K +538 +9%
GCA
797
Gradient Capital Advisors
California
$740K -$99.8K -865 -12%
OFS
798
Oldfather Financial Services
Nebraska
$730K -$17.8K -153 -2%
TFGT
799
TS Financial Group (TSFG)
Illinois
$722K +$21.7K +188 +3%
CMP
800
Courage Miller Partners
Virginia
$719K -$6.69K -58 -0.9%