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iShares Core US Aggregate Bond ETF

1,429 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 646 increasing their positions, 509 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-18
Holders Change %
-1.24%
% of All Funds
25.1%
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.65%
New
84
Increased
646
Reduced
509
Closed
78
Calls
$46.4M
Puts
$23.6M
Net Calls
+$22.8M
Net Calls Change
-$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
926
Vanguard Personalized Indexing Management
California
$795K
KW
927
KWB Wealth
California
$792K -$464K -4,041 -37%
MPW
928
Monterey Private Wealth
California
$781K -$57.2K -499 -7%
CDIA
929
Capital Directions Investment Advisors
Georgia
$771K +$511K +4,449 +196%
TNB
930
Thomasville National Bank
Georgia
$768K +$293K +2,551 +62%
AWM
931
Affinity Wealth Management
Delaware
$764K -$45.7K -398 -6%
SP
932
Successful Portfolios
Florida
$763K -$2.87K -25 -0.4%
PIA
933
Perennial Investment Advisors
California
$762K +$151K +1,309 +25%
SWM
934
Stockman Wealth Management
Montana
$757K -$124K -1,080 -14%
KIG
935
Kowal Investment Group
Wisconsin
$757K -$16.5K -144 -2%
OA
936
Oxbow Advisors
Texas
$754K -$164K -1,430 -18%
MCM
937
Maryland Capital Management
Maryland
$753K -$8.84K -77 -1%
GWAM
938
Guardian Wealth Advisors (Minnesota)
Minnesota
$748K -$25.7K -224 -3%
WCFA
939
Walkner Condon Financial Advisors
Wisconsin
$739K +$183K +1,586 +33%
SCA
940
Stillwater Capital Advisors
Pennsylvania
$735K -$5.74K -50 -0.8%
Parallax Volatility Advisers
941
Parallax Volatility Advisers
California
$735K +$735K +6,401 New
BCA
942
Bay Colony Advisors
Massachusetts
$730K -$7.69K -67 -1%
LL
943
LPWM LLC
Minnesota
$727K +$14.4K +125 +2%
DFA
944
Delta Financial Advisors
Louisiana
$721K +$21K +183 +3%
JF
945
JSF Financial
California
$718K +$39.4K +343 +6%
RFA
946
Reilly Financial Advisors
California
$715K +$32K +279 +5%
GCA
947
Gradient Capital Advisors
California
$711K
CAM
948
Crestone Asset Management
Colorado
$711K
HWA
949
HHM Wealth Advisors
Tennessee
$705K
FWA
950
FOCUS Wealth Advisors
Texas
$705K