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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 %
LC
901
LCNB Corp
Ohio
$440K +$46.6K +404 +12%
CWM
902
Cranbrook Wealth Management
Michigan
$434K -$35.6K -309 -8%
BWP
903
BSW Wealth Partners
Colorado
$434K
HR
904
Howe & Rusling
New York
$434K +$430K +3,726 +10,350%
T
905
TrueFG
Texas
$430K -$53.5K -464 -11%
CC
906
Courier Capital
New York
$430K
HC
907
HNP Capital
New York
$430K +$430K +3,670 New
AIC
908
Archer Investment Corporation
Indiana
$428K -$10.9K -94 -2%
PWM
909
Paulson Wealth Management
Illinois
$426K -$163K -1,394 -28%
PGFC
910
Peapack-Gladstone Financial Corp
New Jersey
$426K
KF
911
Krilogy Financial
Missouri
$425K +$15.1K +131 +4%
AIA
912
Arbor Investment Advisors
North Carolina
$423K +$17.3K +150 +4%
LNB
913
Ledyard National Bank
$419K -$230K -1,991 -35%
LFS
914
Legacy Financial Strategies
Kansas
$418K -$46.6K -404 -10%
CAM
915
Cubic Asset Management
Massachusetts
$418K
BCM
916
Brasada Capital Management
Texas
$415K -$38.8K -336 -9%
EK
917
Evensky & Katz
Florida
$415K +$74.4K +645 +22%
WF
918
Welch & Forbes
Massachusetts
$412K -$9.25K -80 -2%
RIG
919
RiverFront Investment Group
Virginia
$410K +$410K +3,553 New
CFO
920
CVA Family Office
Colorado
$407K -$507K -4,397 -55%
CWM
921
Cornerstone Wealth Management
Missouri
$405K -$836K -7,250 -67%
LNWWM
922
Laird Norton Wetherby Wealth Management
California
$404K
MCG
923
McCollum Christoferson Group
New York
$401K
RG
924
Rathbones Group
United Kingdom
$399K -$40.4K -350 -9%
SFM
925
Signet Financial Management
New Jersey
$398K -$74.1K -637 -16%