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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 %
TNBTD
826
Trustmark National Bank Trust Department
Mississippi
$951K +$339K +2,870 +55%
LB
827
Leo Brokerage
Texas
$928K +$928K +7,853 New
HWA
828
Heritage Wealth Advisors
Virginia
$927K -$74.5K -631 -7%
CC
829
Cadinha & Co
Hawaii
$922K
PIA
830
Pinion Investment Advisors
Kansas
$919K
AWMG
831
Alliance Wealth Management Group
New Jersey
$919K +$48.4K +410 +6%
SWM
832
Stockman Wealth Management
Montana
$916K +$84.7K +718 +10%
WIA
833
Wealthstreet Investment Advisors
Texas
$915K +$522K +4,419 +133%
HT
834
Heritage Trust
Oklahoma
$909K +$1.42K +12 +0.2%
BC
835
Burney Company
Virginia
$909K +$121K +1,027 +15%
PA
836
Procyon Advisors
Connecticut
$904K +$148K +1,257 +20%
PB
837
Pinnacle Bancorp
Nebraska
$891K +$42.5K +360 +5%
Bessemer Group
838
Bessemer Group
New Jersey
$882K -$953K -8,070 -52%
JPLA
839
Joseph P. Lucia & Associates
New York
$879K +$70.2K +595 +9%
PWA
840
Physician Wealth Advisors
Utah
$876K -$65.9K -562 -7%
Kayne Anderson Rudnick Investment Management
841
Kayne Anderson Rudnick Investment Management
California
$876K -$6.26K -53 -0.7%
AIA
842
Angeles Investment Advisors
California
$871K +$56.1K +475 +7%
PFP
843
Pinnacle Financial Partners
Tennessee
$870K +$10.7K +91 +1%
GA
844
Gateway Advisory
New Jersey
$869K +$58.3K +494 +7%
AAP
845
Arax Advisory Partners
Colorado
$866K -$166K -1,408 -16%
JSL
846
JT Stratford LLC
Georgia
$862K -$1.37M -11,621 -61%
GEA
847
Glen Eagle Advisors
New Jersey
$854K +$199K +1,684 +30%
TNB
848
TCF National Bank
South Dakota
$852K +$256K +2,169 +43%
DA
849
Doliver Advisors
Texas
$848K -$702K -5,946 -45%
SMG
850
Spectrum Management Group
Indiana
$848K +$79.9K +677 +10%