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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 %
PWMG
826
Prestige Wealth Management Group
New Jersey
$640K +$598K +5,180 +1,415%
GG
827
GenWealth Group
New Jersey
$638K -$69.1K -599 -10%
PAM
828
Palisade Asset Management
Minnesota
$635K -$35K -303 -5%
CAM
829
Cidel Asset Management
Ontario, Canada
$624K +$624K +5,413 New
CAM
830
Claret Asset Management
Quebec, Canada
$623K
XF
831
XML Financial
Maryland
$613K -$67.8K -587 -10%
SFS
832
Summit Financial Strategies
Ohio
$609K +$231 +2 +0%
Calamos Advisors
833
Calamos Advisors
Illinois
$606K -$1.54M -13,386 -72%
DFA
834
Delta Financial Advisors
Louisiana
$603K -$176K -1,523 -23%
AFIA
835
America First Investment Advisors
Nebraska
$601K
VCM
836
Vivaldi Capital Management
Illinois
$601K +$174K +1,509 +41%
CWM
837
Connecticut Wealth Management
Connecticut
$598K -$83.5K -724 -12%
FNT
838
First National Trust
Pennsylvania
$597K -$5.54K -48 -0.9%
GA
839
Gateway Advisory
New Jersey
$596K +$173K +1,502 +41%
BOS
840
Bingham Osborn & Scarborough
California
$594K +$191K +1,653 +47%
JF
841
JSF Financial
California
$593K
TNB
842
Thomasville National Bank
Georgia
$591K -$11.7K -103 -2%
BI
843
Ballast Inc
Kentucky
$587K +$691 +6 +0.1%
SFG
844
StrategIQ Financial Group
Indiana
$586K -$74.8K -649 -11%
CAN
845
Claraphi Advisory Network
United States
$586K +$194K +1,681 +49%
AIM
846
Axiom Investment Management
New York
$583K +$43.6K +378 +8%
MCM
847
Maryland Capital Management
Maryland
$580K -$89K -771 -13%
GCM
848
Gables Capital Management
Florida
$577K -$182K -1,573 -24%
CFA
849
Capstone Financial Advisors
Illinois
$567K -$117K -1,011 -17%
CAGAS
850
Capital Advisory Group Advisory Services
Minnesota
$565K -$553K -4,746 -49%