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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
926
Cadence Bank NA
Texas
$398K – – –
BRM
927
Boston Research & Management
Massachusetts
$395K +$577 +5 +0.1%
EW
928
Evoke Wealth
California
$390K +$390K +3,380 New
FIM
929
Freedom Investment Management
Connecticut
$388K -$22.8M -199,560 -98%
Bank Julius Baer & Co
930
Bank Julius Baer & Co
Switzerland
$388K +$388K +3,879 New
SCM
931
Spreng Capital Management
Ohio
$385K – – –
PA
932
Procyon Advisors
Connecticut
$385K +$385K +3,333 New
IWS
933
Insight Wealth Strategies
California
$384K -$816K -7,079 -68%
AWA
934
ARS Wealth Advisors
Florida
$383K -$104K -900 -21%
WIA
935
Wealthstreet Investment Advisors
Texas
$383K – – –
RCM
936
Rain Capital Management
Oregon
$383K +$383K +3,334 New
BPCE
937
Bank Pictet & Cie (Europe)
Germany
$382K – – –
GIM
938
Greenwich Investment Management
Connecticut
$381K -$63.5K -550 -14%
CA
939
Claro Advisors
Massachusetts
$381K -$115 -1 -0%
GT
940
Greenleaf Trust
Michigan
$381K – – –
TPCW
941
TD Private Client Wealth
New York
$378K -$3.43M -29,764 -90%
FWM
942
Focused Wealth Management
New York
$377K +$172K +1,493 +84%
WA
943
Wealthstar Advisors
Texas
$375K -$5.14K -45 -1%
MFT
944
Moisand Fitzgerald Tamayo
Florida
$373K -$33K -286 -8%
GT
945
Glenview Trust
Kentucky
$373K -$807 -7 -0.2%
NL
946
NVWM LLC
Pennsylvania
$373K -$231 -2 -0.1%
NFG
947
Nations Financial Group
Iowa
$372K +$27.3K +237 +8%
HIM
948
HawsGoodwin Investment Management
Tennessee
$370K +$331K +2,869 +856%
NCM
949
Noesis Capital Mangement
Florida
$369K +$369K +3,202 New
HTC
950
Haverford Trust Company
Pennsylvania
$369K -$36.4K -315 -9%
36 37
38
39 40