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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 %
CI
851
Cavalier Investments
Georgia
$845K -$144K -1,223 -15%
CIR
852
Clear Investment Research
Georgia
$835K +$14K +119 +2%
AIP
853
Almanack Investment Partners
Pennsylvania
$834K +$267K +2,282 +47%
SLWS
854
Swaine & Leidel Wealth Services
Florida
$832K +$308K +2,610 +59%
PCG
855
Private Capital Group
Connecticut
$827K -$374K -3,170 -31%
WIA
856
World Investment Advisors
California
$814K +$227K +1,921 +39%
CIC
857
Carnegie Investment Counsel
Ohio
$808K +$82.5K +699 +11%
FIM
858
Freedom Investment Management
Connecticut
$797K -$1.37M -11,614 -63%
SP
859
Successful Portfolios
Florida
$793K +$24.9K +211 +3%
WFA
860
Wellspring Financial Advisors
Ohio
$787K -$8.86K -75 -1%
SCM
861
Stordahl Capital Management
Colorado
$781K -$16.1K -136 -2%
CF
862
Centaurus Financial
California
$781K +$59.5K +504 +8%
BWAM
863
Boyd Watterson Asset Management
Ohio
$776K -$41.7K -353 -5%
RWM
864
RKL Wealth Management
Pennsylvania
$776K -$34.8K -295 -4%
NDSI
865
Newman Dignan & Sheerar Inc
Rhode Island
$775K +$236 +2 +0%
CCM
866
Coldstream Capital Management
Washington
$774K +$409K +3,468 +112%
DT
867
Daniels + Tansey
Delaware
$774K +$774K +6,562 New
SCA
868
Stillwater Capital Advisors
Pennsylvania
$772K
IDA
869
Intelligence Driven Advisers
California
$769K -$2.32M -19,625 -75%
AIS
870
American Investment Services
Massachusetts
$767K +$591 +5 +0.1%
FC
871
Ferris Capital
Massachusetts
$751K +$154K +1,300 +26%
HR
872
Hayden Royal
North Carolina
$749K -$167K -1,417 -18%
EAM
873
Evanson Asset Management
California
$747K +$276K +2,339 +59%
GCA
874
Gradient Capital Advisors
California
$744K -$3.9K -33 -0.5%
APW
875
Aurora Private Wealth
New Jersey
$742K -$64.5K -546 -8%