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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 %
TPCM
926
Three Peaks Capital Management
Colorado
$594K +$594K +5,032 New
Calamos Advisors
927
Calamos Advisors
Illinois
$592K -$114K -964 -16%
CAM
928
Claret Asset Management
Quebec, Canada
$590K
GCM
929
Gables Capital Management
Florida
$590K
ACM
930
Advisors Capital Management
New Jersey
$590K +$76.4K +646 +15%
FF
931
Friedenthal Financial
New Jersey
$589K +$123K +1,039 +26%
GT
932
Glenview Trust
Kentucky
$586K +$61.7K +523 +12%
CBN
933
Cadence Bank NA
Texas
$584K +$177K +1,500 +43%
JSA
934
Jacobson & Schmitt Advisors
Wisconsin
$576K -$16.9K -143 -3%
ECM
935
Evergreen Capital Management
Washington
$573K -$57.2K -484 -9%
WAOI
936
Wealth Advisors of Iowa
Iowa
$571K -$2.86M -24,867 -83%
DSA
937
Droms Strauss Advisors
Missouri
$571K +$242K +2,057 +74%
IWAG
938
Integer Wealth Advisors Group
Georgia
$569K +$322K +2,729 +130%
BCM
939
Brookmont Capital Management
Texas
$564K -$11.4K -97 -2%
CSPIA
940
Cary Street Partners Investment Advisory
Virginia
$561K +$561K +4,756 New
LCH
941
Lee Capital Holdings
New York
$559K +$559K +4,738 New
PMFA
942
Plante Moran Financial Advisors
Michigan
$557K +$112K +949 +25%
BBHC
943
Brown Brothers Harriman & Co
New York
$552K +$552K +4,676 New
UFF
944
USA Financial Formulas
Michigan
$550K -$1.42M -12,009 -72%
CIP
945
Chartwell Investment Partners
Pennsylvania
$549K -$29.5K -250 -5%
AIM
946
Axiom Investment Management
New York
$547K
CTC
947
Central Trust Company
Missouri
$545K +$14.8K +125 +3%
BAS
948
Brown Advisory Securities
Maryland
$544K +$218K +1,850 +67%
SFG
949
StrategIQ Financial Group
Indiana
$542K -$21.1K -179 -4%
BCM
950
Breiter Capital Management
Florida
$537K -$427K -3,614 -44%