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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
876
Credential Qtrade Securities
$232K +$21.7K +195 +10%
SW
877
SlateStone Wealth
Florida
$232K +$232K +2,084 New
TTWM
878
TCV Trust & Wealth Management
Virginia
$231K -$3.91K -35 -2%
CBU
879
CIBC Bank USA
Illinois
$229K +$229K +2,056 New
NWM
880
Northwest Wealth Management
Iowa
$227K -$36.9K -331 -14%
FAM
881
Foothills Asset Management
Arizona
$227K -$25K -225 -10%
JA
882
JVL Associates
Michigan
$224K -$8.8K -79 -4%
COI
883
Connable Office Inc
Michigan
$224K +$224K +2,013 New
CHAM
884
Clear Harbor Asset Management
Connecticut
$224K +$224K +2,013 New
MCM
885
Mengis Capital Management
Oregon
$222K -$33.3K -300 -13%
BW
886
Bison Wealth
Georgia
$219K -$3.79K -34 -2%
OC
887
Oakworth Capital
Alabama
$214K -$22.3K -200 -9%
WAM
888
Wealthspire Advisors (Maryland)
Maryland
$212K – – –
GEA
889
Glen Eagle Advisors
New Jersey
$212K +$18.8K +169 +10%
SAM
890
Selway Asset Management
$211K -$79.4K -714 -27%
OPA
891
Old Port Advisors
Maine
$208K -$82K -734 -28%
PWAG
892
Polaris Wealth Advisory Group
California
$208K – – –
COI
893
Capital One Investing
Virginia
$208K +$208K +1,868 New
HS
894
Horan Securities
United States
$206K -$141K -1,263 -41%
RWM
895
Ritholtz Wealth Management
New York
$206K +$206K +1,853 New
BPA
896
Beacon Pointe Advisors
California
$206K +$206K +1,859 New
LA
897
LexAurum Advisors
Kansas
$205K -$45.6K -409 -18%
DI
898
DFPG Investments
Utah
$204K -$58.5K -527 -22%
QCM
899
Quest Capital Management
Texas
$202K +$202K +1,818 New
FLI
900
Family Legacy Inc
South Carolina
$200K +$200K +1,797 New
34 35
36
37 38