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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 %
GTAM
901
Global Trust Asset Management
Florida
$663K +$258K +2,190 +64%
LRPA
902
L. Roy Papp & Associates
Arizona
$661K +$661K +5,599 New
TFS
903
Thoroughbred Financial Services
Tennessee
$658K +$39.7K +336 +6%
RWA
904
River Wealth Advisors
Pennsylvania
$655K -$116K -987 -15%
GPC
905
Garrison Point Capital
California
$652K
JGUA
906
John G. Ullman & Associates
New York
$651K -$2.36K -20 -0.4%
PAM
907
Palisade Asset Management
Minnesota
$650K
TCWM
908
Total Clarity Wealth Management
Illinois
$650K +$222K +1,876 +52%
SFS
909
Summit Financial Strategies
Ohio
$648K +$33.9K +287 +6%
MOS
910
MGO One Seven
Ohio
$646K +$177K +1,494 +38%
B
911
Bailard
California
$644K -$188K -1,593 -23%
WPC
912
White Pine Capital
Minnesota
$641K
SF
913
Symphony Financial
Texas
$640K +$22.3K +189 +4%
LIM
914
Leavell Investment Management
Alabama
$635K +$173K +1,465 +37%
BS
915
Boenning & Scattergood
Pennsylvania
$633K +$276K +2,337 +77%
MPWT
916
MassMutual Private Wealth & Trust
Connecticut
$623K +$28K +237 +5%
BI
917
Ballast Inc
Kentucky
$623K +$161K +1,366 +35%
ISB
918
Iowa State Bank
Iowa
$616K +$385K +3,263 +167%
PWMG
919
Prestige Wealth Management Group
New Jersey
$613K +$16.4K +139 +3%
IWS
920
Insight Wealth Strategies
California
$611K -$746K -6,320 -55%
JF
921
JSF Financial
California
$611K +$12.3K +104 +2%
BCA
922
Bay Colony Advisors
Massachusetts
$598K +$13.1K +111 +2%
FNT
923
First National Trust
Pennsylvania
$596K +$23.1K +196 +4%
LJAC
924
L.J. Altfest & Co
New York
$595K +$59.6K +505 +11%
PFA
925
Pinnacle Family Advisors
Missouri
$594K -$8.42M -71,349 -93%