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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 %
JIP
776
Jaffetilchin Investment Partners
Florida
$1.21M -$791K -6,698 -40%
MPW
777
MA Private Wealth
California
$1.2M +$4.01K +34 +0.3%
MPW
778
Monterey Private Wealth
California
$1.19M +$1.19M +10,087 New
COF
779
Capital One Financial
Virginia
$1.19M -$142K -1,205 -11%
TC
780
Trilogy Capital
California
$1.18M +$1.18M +10,029 New
CWM
781
Confluence Wealth Management
Oregon
$1.18M +$674K +5,949 +132%
VCM
782
Vivaldi Capital Management
Illinois
$1.18M -$4.59K -39 -0.4%
BCP
783
Blue Chip Partners
Michigan
$1.17M -$9.21K -78 -0.8%
MIH
784
Meitav Investment House
Israel
$1.16M +$1.16M +9,860 New
EVM
785
Eaton Vance Management
Massachusetts
$1.15M -$8.85K -75 -0.8%
MWM
786
McNaughton Wealth Management
California
$1.14M +$64.8K +549 +6%
BIP
787
Blueprint Investment Partners
North Carolina
$1.14M -$2.84M -24,000 -71%
WAS
788
Wealth Advisory Solutions
Indiana
$1.13M +$119K +1,006 +12%
SPA
789
Sentinel Pension Advisors
Massachusetts
$1.13M +$74.2K +629 +7%
Neuberger Berman Group
790
Neuberger Berman Group
New York
$1.13M +$762K +6,457 +209%
XF
791
XML Financial
Maryland
$1.11M +$407K +3,451 +58%
BA
792
Bristlecone Advisors
Washington
$1.1M +$698K +5,908 +173%
BIAS
793
Beacon Investment Advisory Services
New Jersey
$1.1M
HFP
794
Holistic Financial Partners
Indiana
$1.09M
MFG
795
Merit Financial Group
Georgia
$1.09M -$7.56K -64 -0.7%
AIA
796
Avalon Investment & Advisory
Texas
$1.08M +$180K +1,526 +20%
RWM
797
RBA Wealth Management
California
$1.08M +$82.2K +696 +8%
CA
798
Cambridge Advisors
Nebraska
$1.08M +$5.67K +48 +0.5%
WP
799
WealthPLAN Partners
Nebraska
$1.08M -$111K -945 -9%
EW
800
Element Wealth
Mississippi
$1.07M +$50.3K +426 +5%