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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 %
PA
876
Pinnacle Associates
New York
$741K
CPIG
877
Chicago Partners Investment Group
Illinois
$740K +$115K +984 +18%
CMP
878
Courage Miller Partners
Virginia
$737K +$118 +1 +0%
VVP
879
Venture Visionary Partners
Ohio
$734K +$274K +2,325 +60%
Wolverine Trading
880
Wolverine Trading
Illinois
$730K +$191K +1,614 +35%
GM
881
GeoWealth Management
Illinois
$720K -$525K -4,436 -42%
CAS
882
Cascadia Advisory Services
Oregon
$718K +$718K +6,079 New
MWM
883
Madison Wealth Management
Ohio
$707K -$123K -1,040 -15%
CA
884
Continuum Advisory
Idaho
$706K -$14.4K -122 -2%
RFA
885
Reilly Financial Advisors
California
$699K -$10.6K -90 -1%
FSWA
886
Financial Synergies Wealth Advisors
Texas
$692K -$117K -989 -14%
PAMG
887
Patton Albertson Miller Group
Tennessee
$690K -$399K -3,377 -37%
DFA
888
Delta Financial Advisors
Louisiana
$689K +$77.4K +655 +13%
GCM
889
Gibraltar Capital Management
Oklahoma
$688K +$3.66K +31 +0.5%
CBFP
890
Cedar Brook Financial Partners
Ohio
$687K +$85.1K +720 +14%
MCM
891
Maryland Capital Management
Maryland
$682K +$185K +1,563 +37%
AIM
892
Arcadia Investment Management
Michigan
$679K
SF
893
Summit Financial
New Jersey
$679K +$84.8K +718 +14%
MCP
894
Mirador Capital Partners
California
$676K +$30.6K +259 +5%
HWM
895
Howard Wealth Management
Connecticut
$675K +$248K +2,100 +58%
MFG
896
MidWestOne Financial Group
Iowa
$675K +$675K +5,715 New
DAM
897
Delta Asset Management
Tennessee
$671K +$30.2K +256 +5%
MWM
898
MorganRosel Wealth Management
Colorado
$669K +$269K +2,278 +67%
JWCA
899
J.W. Coons Advisors
Ohio
$666K -$14.5K -123 -2%
AWM
900
Affinity Wealth Management
Delaware
$666K +$666K +5,666 New