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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
826
LCNB Corp
Ohio
$390K -$11K -97 -3%
JCM
827
Janney Capital Management
Pennsylvania
$389K -$2.72K -24 -0.7%
BPA
828
Beacon Pointe Advisors
California
$388K +$178K +1,572 +85%
EW
829
Evoke Wealth
California
$388K +$388K +3,425 New
NA
830
Navellier & Associates
Nevada
$386K +$386K +3,411 New
NL
831
NVWM LLC
Pennsylvania
$384K -$33.6K -297 -8%
BMCM
832
Bryn Mawr Capital Management
Pennsylvania
$384K -$14.3K -126 -4%
GT
833
Greenleaf Trust
Michigan
$382K +$8.82K +78 +2%
WA
834
Wealthstar Advisors
Texas
$378K -$17.5K -155 -4%
GA
835
Gateway Advisory
New Jersey
$376K +$79.3K +700 +27%
SC
836
Slow Capital
California
$375K -$121K -1,067 -24%
AIC
837
Archer Investment Corporation
Indiana
$375K – – –
BPCE
838
Bank Pictet & Cie (Europe)
Germany
$375K – – –
PCM
839
Penn Capital Management
Pennsylvania
$375K – – –
CA
840
Claro Advisors
Massachusetts
$374K – – –
WIA
841
Wealthstreet Investment Advisors
Texas
$373K -$9.76K -87 -3%
GT
842
Glenview Trust
Kentucky
$371K – – –
LRIA
843
Leonard Rickey Investment Advisors
Washington
$368K +$93.6K +827 +34%
WI
844
Wintrust Investments
Illinois
$367K +$129K +1,138 +54%
MGI
845
MayTech Global Investments
New York
$362K – – –
AF
846
Aldebaran Financial
$359K – – –
BPB
847
Badgley, Phelps & Bell
Washington
$358K -$96.1K -850 -21%
MI
848
Moneywise Inc
Virginia
$358K -$8.6K -76 -2%
LWA
849
Lenox Wealth Advisors
New York
$345K -$3.51K -31 -1%
ClearBridge Investments
850
ClearBridge Investments
New York
$344K -$793 -7 -0.2%
32 33
34
35 36